
Ready to Make Your Next Deal?
a Winning One
Request A Free Consultation
Selling Your Business
If you’re a seller, the difference between a bad deal and a life-changing one lies in preparation. Joe ensures you’re ready long before you go to market.
He starts by helping you maximize the value of your business: strengthening operations, improving sustainable profits, and expanding market share through a bespoke process built on his 17 Rules to Save, Sustain, and Scale Your Business. He then guides you step by step from doing financial due diligence through finding buyers and structuring a purchase agreement. Throughout, Joe acts as your quarterback, leading the process, keeping your team aligned, and making sure you’re in the best position to get the best possible price when you take your company to market.
For sellers, Joe helps you:
- Increase valuation by improving profitability and positioning
- Select and manage the right M&A partners (investment banker, legal, accounting)
- Negotiate for optimal price, terms, and structure
- Close efficiently and confidently while securing the payday your work deserves


Buying a Business
If you’re a buyer, Joe can ensure your acquisition strategy is deliberate, disciplined, and ultimately genuinely accretive in value. Too many buyers chase whatever deal comes across their desk, but acquiring a company is a strategic maneuver on the path to gaining a competitive edge in the market. Finding just the right business, at just the right price, is pivotal to success. Otherwise, all you’ll be buying is a headache.
Joe works with CEOs to identify the right targets, transform them into sellers, and structure deals that create long-term value. The result: an acquisition that will strengthen your business (and balance sheet) instead of draining it.
For buyers, Joe helps you:
- Identify acquisition targets that fit your strategic and financial goals
- Evaluate, price, and structure deals for maximum returns
- Negotiate from a position of strength
- Integrate (and, if necessary, turn around) the business to achieve immediate and sustained value
RESULTS YOU CAN COUNT ON

Better Deals
Transactions that fit your strategy and fulfill your objectives.

Smarter Pricing
Ensure the deal’s terms drive accretive value.

Higher Success Rate
Close more of the right deals and avoid costly mistakes.

Who Is Joe?
With decades of executive experience building, buying, and selling companies, and over 70 successful M&A and related transactions worth billions in aggregate under his belt, Joe understands both sides of the table. His clients rely on him not just for deal-making expertise, but for the operational insight that makes those deals successful long after closing.
Joe is also the author of Mergers and Acquisitions for First-Time Buyers and Sellers, a straightforward guide that demystifies the process for executives making their first deal. His experience has taught him one thing: great acquisitions never happen by accident. They are the product of strategic, painstaking, and carefully crafted dealmaking.

“Joe is insightful, diligent and knows how to work with people to get deals to the finish line”
– Russel Shapiro
Attorney

“Joe made my job easier. He understands what the legal team needs in order to keep a transaction moving forward. Working with Joe was seamless.”
– Marc S. Zaslavsky
Attorney

“He doesn’t just preach theory—Joe brings real-world, in-the-trenches experience. That makes all the difference.”
– Mike Mendel
President/CEO Mendel Plumbing

For More Information
Mergers & Acquisitions For First Time Sellers and Buyers:
The Only Guidebook You Will Ever Need
A clear, practical guide that demystifies the M&A process by breaking
complex deals down into simple, repeatable principles.
Case Study: Bukas Lighting
What happens when a CEO’s vision for expansion of his organization is met with internal push back?
Read more