Business Performance Advisors

Business Valuation Improvement

What Others Are Saying

"Dan was the advisor for a client of mine that sold its business. Dan was diligent in finding a qualified buyer for the business, and I found him to be very effective in facilitating the negotiations between the parties and the closing of the transaction. He was responsive, prompt and professional. I would highly recommend Dan to future clients looking to buy or sell a business." Tim Haverty, Partner, Doster Guin, LLC

"Dan is a detail oriented, diligent professional with whom I have enjoyed a 15 year relationship." Tom Carrigan, Wealth Management Advisor, Northwestern Mutual

"Dan and I first met as members of the same team of active CEO's. His dedication to his career, team and his family goes far beyond that of many in his field. His entire team of professionals maintains the same dedication that he does. Dan has a genuine concern for his clients and what is truly in their best interest. I admire his commitment, integrity and faith." Joe R. Polo Sr., President/Owner, Original Juan

"Dan is a great leader. He is an initiator and has tremendous energy. His talent for solving problems and resolving issues is of top caliber. He has good interpersonal skills and worked very effectively with the business units at Sprint. He is a personal friend with proven integrity." Dan Boutross, Director-Strategic Portfolio Planning, Sprint

"I've never met a man with a more formidable work ethic. His honesty and integrity are beyond reproach. Truly a quality, reliable team player with tremendous business sense." Walt Clements, Director of the Lewis White Real Estate Center at the Henry W. Bloch School of Business and Public Administration at the University of Missouri-Kansas City

"Dan and I worked together on several media relations projects for USFidelis. Dan is tremendously talented at communicating with the public through the media and he always gives each project 100%. Dan is by far one of the most passionate, committed, detail-oriented people I have had the pleasure to work with. He is extremely effective in taking on any challenge thrown his way and working through each angle to ensure success for the entire organization. I admire his drive and his ability to think outside the box in all situations." Media Relations Director, USFidelis

Assessment Report

  • Competitive Analysis
  • Business Value Assessment
  • Organizational Alignment Assessment
  • Acquisition Target Assessment
  • Operational Review
  • Customer Experience Report
  • Financial Assessment

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