Five years ago, we were developing an exit strategy to retire or move on to other things. Dave Stephens name came up as a person that could help both with an exit strategy and financial planning. He would help put together a 5-year buy-out plan.
Two of our long-term employees had expressed interest and Dave put together a program for the employees to raise capital. Dave followed up weekly both with the employees and us. After several years it became evident that while the initial strategy was sound the people were the wrong fit to assume ownership. Instead, Dave helped me buy out my partner in September of 2022.
He is now with us working on management development, recruiting, and process and procedures. We are more efficient today as a result. The next plan is building value and preparing for my exit in the next 2 to 3 years.
Dave has been helpful, engaged, and willing to jump in whenever needed. I would recommend Dave if you were looking for someone to help you with structure, growth and preparing for sale.