Most founder-led companies sell for less than they should because the business still runs through the owner. We improve operational maturity, reporting discipline, and leadership depth so buyers see a business that can run without you.
Your advocate — not a broker. We work only for you.
For owners in the Midwest & Nationwide considering a sale, investment, or transfer in the next 1–5 years.
These are the issues that surface in diligence and quietly lower your multiple — or kill the deal.
Too many decisions still run through the owner.
Financials and reporting won't survive buyer scrutiny.
Key customer relationships live in the founder's head.
There's no leadership bench to reassure a buyer.
We prepare your company for sale, investment, or transfer by strengthening the operational fundamentals buyers underwrite.
A prioritized plan to reduce owner dependency and make the business genuinely operable by a new leader or owner.
Cleaner reporting, defensible add-backs, and operating discipline so your earnings hold up under diligence.
Documented processes, KPIs, and leadership structure that give a buyer confidence — and reduce re-trade risk.
We're not business brokers. Good brokers provide real value in getting a business sold — but they're paid on commission, like a real estate agent, so the gap in their pay between a good outcome and a great one is often small. Preparing your company to command its strongest valuation isn't always where that model points.
Our job is different: we work only for you. We help you protect the business, prepare it properly, and navigate whatever path fits — private equity, an ESOP (employee stock ownership plan), a listing, or handing it to the next generation — coordinating seasoned attorneys and accountants when you need them. Sometimes the smartest move is to strengthen the foundation first — helping you weigh whether to divest a non-core division, or deploy capital into a well-chosen acquisition, so the business you eventually transition is worth more and stands on firmer ground.
Your advocate, your guide, your confidant — for the most important transaction of your life.
Evaluate operational maturity, owner dependency, and where a buyer will push back.
Build a roadmap targeting the gaps that most affect value and deal certainty.
Install reporting discipline, documented processes, KPIs, and management accountability.
Position leadership and operations so the business runs without you — the thing buyers pay up for.
Meet the founder
Shaun McCarren is a family-business owner himself — he's run a company, met a payroll, and prepared operations for the scrutiny that comes with a transition. Part succession planner, part hands-on management consultant, he fills the gap that usually sits between an owner's attorney and accountant.
He pairs real-world operating experience with a formal finance education, and brings an outside set of eyes that spots the operational issues a buyer will — before the buyer does.
"Shaun's business experience plus his education background provides him with strong problem solving and analytical skills. He is hard working and not afraid of challenge, with the skill set to tackle sophisticated business problems and make sound decisions."
What buyers actually underwrite — and the operational moves that protect (and grow) your enterprise value before you go to market.
Start with a confidential conversation about where your business is most dependent on you, and what would need to change to command a stronger valuation.
Schedule a Confidential, Complimentary Call