For owners who've built something real and are starting to wonder what the next five to ten years should look like — what it would take to sell well, when the time comes, and whether the proceeds will actually fund what's next.
Most owners don't wake up one morning and decide to sell. They arrive at it slowly — first with curiosity, then with questions they don't know how to answer. ClearPath is built around the three that matter most.
The owners who benefit most from this work are often the ones who've been told they don't need it — because they built a good business the hard way. If any of this sounds like you, we should talk.
Before starting ClearPath, I worked across finance, accounting, sales, and operations — including running my own business as an owner-operator. I know what it feels like to have most of your net worth, most of your time, and most of your identity wrapped up in a business you're not entirely sure how to exit from cleanly.
That experience is why ClearPath exists. The advisory profession has done a reasonable job serving businesses worth fifty million and up. It has largely ignored the far more common owner — the one with a real, profitable, seven- or eight-figure business and no clear plan for what happens in the next five, ten, or fifteen years.
I'm a Certified Exit Planning Advisor through the Exit Planning Institute, which is the formal credential behind much of what shows up on this site — the Three-Legged Stool, the Wealth Gap, the Four Intangible Capitals, the Value Acceleration Methodology. The frameworks are rigorous. The delivery is plainspoken.
Send me a few sentences about where your business is and what you're trying to figure out. I read every message personally and reply within one business day.
If you'd rather skip the back-and-forth, the Snapshot is the fastest way to get a real read on what your business is worth. It takes fifteen minutes and your report arrives by email.