Bob's 25 years at Rolls-Royce, Cummins, Qantas, and Quest Global weren't spent in deal rooms — they were spent understanding how businesses actually run. That background means he evaluates your business with the same rigor a sophisticated buyer would.
Bonding capacity, backlog management, equipment valuation, key subcontractor relationships, and project-based revenue concentration. These are the issues that matter to construction buyers.
Service agreement books, technician depth, seasonal revenue normalization, and equipment vendor relationships. Bob understands why a recurring service revenue base commands a premium.
Equipment valuation, customer concentration, single-source dependency, and the quality systems that buyers require. Bob's engineering background gives him credibility with manufacturing sellers and buyers alike.
Law firms, accounting practices, consulting firms, and advisory businesses. Client portability, referral relationships, and non-solicitation structures are central to these transactions.
Registered investment advisors, insurance agencies, and financial planning practices. Regulatory requirements, book value, and client retention structures drive these deals.
Plumbing, electrical, roofing, and specialty contractors. Licensing transferability, journeyman-to-apprentice ratios, and geographic service area concentration all affect buyer interest and price.
Managed service providers, software companies, and IT consulting firms. Recurring revenue, contract terms, and technical talent concentration are the primary valuation drivers.
Inventory management, vendor relationship exclusivity, logistics systems, and customer concentration. Bob evaluates the working capital dynamics that make distribution businesses complex to sell.
Practice management, payor mix, regulatory compliance, and physician compensation structures. Healthcare transactions require specific expertise in regulatory and licensure considerations.
Bob works with owner-operated businesses across a wide range of industries in Indiana and the Midwest. If your business generates $1M–$20M in revenue and you're considering an exit within the next five years, the conversation is worth having. Schedule a call →