Worth knowing
Deals go sideways more often than founders expect.
The hard parts are normal. The difference is whether you’re ready for them.
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Growth planning and execution
Complexity derails progress and undermines value creation.
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Strategic acquisitions
The wrong deal, or the right deal without clarity, costs more than the price.
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Business sales and exits
Diligence, valuation, and narrative have to hold, or the moment slips.
The practice
You’ve built something real. The exit shouldn’t feel like improvisation.
As fellow founders and owners, we have personally bought, sold, and capitalized companies. We understand the priorities of the key partners you'll be working with at each of your milestone moments. We'll help you tell your story so you can write the next chapter exactly how you want it.
Our core team
40+ years at the table.
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David Boersma
Strategy & Leadership
An entrepreneur and business leader with firsthand experience building, acquiring, and selling companies. He brings a practical perspective shaped by both successes and setbacks, a passion for developing people, and a commitment to helping business owners build lasting value and navigate their next chapter.
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Michael Paul
Marketing & Operations
Operations executive with more than 15 years of business leadership across operations, strategy, sales, and organizational growth. His systems-oriented approach turns vision into execution, builds strong teams, and creates scalable processes that support long-term growth.
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Sarah Coppola
Finance & Accounting
A finance and operations leader with experience spanning accounting, business management, ecommerce, and organizational operations. Her detail-oriented yet down-to-earth approach improves financial visibility, strengthens processes, and supports sustainable business growth.
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Dan Holwerda
Diligence & Risk Mitigation
A seasoned attorney and executive with more than two decades of experience navigating complex transactions, acquisitions, real estate, and business matters. He brings a practical, commercially focused perspective to high-value deals and strategic decision-making.
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Andrew Boersma
Technology & Automation
A software engineer and entrepreneur specializing in AI and automation, with a track record of building businesses and developing AI technology that delivers results. He helps companies put emerging technology to work, automate workflows, and build efficient systems that support long-term growth.
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Matt Frost
Growth & Scalability
A successful business founder and certified Value Growth Advisor who turns complexity into simple, actionable plans. Matt helps owners make their companies profitable without being owner-dependent by distilling long-term vision into today’s priorities, giving teams the tools to scale their business to its potential.
The approach
Three moves.
A clear path from where you are to the desired outcome.
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Clarify what matters
Get clear and granular about personal priorities and business objectives.
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Build the path
Growth, finance, and exit readiness; clearly sequenced and prioritized.
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Show up prepared
Walk into the moment with the story, numbers, and resolve to execute at the highest level.
The outcome
Walk in ready. Walk out with the result you earned.
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Controlled process
You set the pace. Step by step towards the goal.
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The right number
Value backed by readiness, not hope and a scramble.
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No guessing
Clear priorities. Better outcomes.