We’re results-driven partners who commit to clear, transparent pricing and deliver measurable outcomes. By rolling up our sleeves and working alongside you, we ensure deadlines are met, solutions are implemented, and success is achieved.
At Scale or Sell Consulting, we provide tailored finance and growth guidance, leveraging expertise and empathy to help businesses navigate financial complexities and drive optimal operating performance – all grounded in our core values and displayed in our approach
With over 20 years of banking experience, 150+ M&A transactions, and 100+ valuation engagements, we bring unmatched financial expertise. Having sat in the entrepreneur’s seat, we understand the challenges of running a business and provide empathetic, hands-on guidance to navigate every step of the journey.
We go beyond the obvious, uncovering opportunities you may not see while helping develop and execute strategic plans for growth and efficiency. Our solutions are designed to scale with your business, addressing challenges before the arise and ensuring sustainable success.
We’re results-driven partners who commit to clear, transparent pricing and deliver measurable outcomes. By rolling up our sleeves and working alongside you, we ensure deadlines are met, solutions are implemented, and success is achieved.
Around our office we humbly say that we do not have any competitors. Those that pretend to offer the same level of service look in the rearview mirror with you for your entire “drive” together.
We certainly will check the rear view mirror on occasion but want to look with you through the windshield to help you arrive safely and efficiently to your desired destination. Take a look at our case studies and customer testimonials … they agree!”
Our team of industry experts understands that navigating the complexities of the financial world can be overwhelming for business owners. That’s why we are here to offer our extensive knowledge and experience to help you make strategic decisions that drive growth and profitability.
Partnering with business owners to solve operational challenges and lead critical initiatives
Guiding business owners through valuations, due diligence, and deal execution
Helping clients secure financing and navigate the lending landscape
I had initially been approached by a previous customer expressing interest in acquiring my business. At that point, I had really not entertained the thought but once the possibility was introduced, it really began to pique my interest. Although the deal never materialized, I began to consider the possibility of an exit strategy (I was 62 years old at the time).
After reaching out to a couple of national business brokers and one local one, the nonrefundable down payments and commission percentage required seemed unreasonable so I reconsidered moving forward at that time. The national brokers also wanted a percentage of any salary I received post-closing as well as a commission on leasing/selling my building.
Once again, I was approached by a customer that happened to be working with Tom at the time and wanted Tom to look at my books to see if my company was a fit for his portfolio.
The rest is history…
At Scale or Sell Consulting, our strength lies in the people who bring our mission to life. Our team is made up of experienced, values-driven professionals who are passionate about guiding businesses through pivotal moments of growth, transition, and transformation.
Grounded in empathy, accountability, and a relentless pursuit of improvement, each member of our team is committed to delivering tailored strategies that empower our clients to thrive—whether scaling up or preparing for a sale. Get to know the dedicated individuals who make it all happen.
