I truly couldn't have asked for a better partner.
Working with Simon was a game-changer for my business transition. He took the time to understand my goals and crafted a strategy that fit perfectly. His business valuation revealed potential I hadn't considered, and his guidance made the entire process smooth and confident. He helped me sell my business and I couldn't be happier with the outcome.
The final deal exceeded my expectations.
When I considered selling my business, I had no idea where to start. Simon's valuation provided a comprehensive insight into my company's potential. With his guidance, I navigated the sale confidently, ensuring I didn't leave any money on the table.
He came back with a valuation three times higher.
When Simon asked what I thought my business was worth, I gave him a number. He came back with a valuation three times higher. When a health issue forced my hand, I turned back to Simon. Thanks to his guidance, I moved forward quickly and confidently.
From Liability to Legacy
Trevor Garner, President of Landscape Plus, shares what it really meant to restructure his business: the tax savings, the mindset shift, and how treating his company as an investment opened the door to growth and future acquisitions.
Transformed how I see my business.
Simon at Freedom For Founders did a valuation and it transformed how I see my business. His insights on legal risks, structure, and tax strategy, well beyond what my accountant offered, led to a Holdco setup that slashed my taxes. Thanks to his advice, we're now eyeing acquisitions and my business has grown tons.
Simon helped me think through structure, incorporation, and even building an exit plan.
Simon's information session left a lasting impact on our business group. We were talking about it for weeks. What stood out most was learning how to truly professionalize my business. I had felt stuck, but now I can step away for a few days and confidently manage based on the plan we created.
Despite accountants valuing my inventory near zero, Simon secured its true worth.
Selling during COVID was terrifying. Our first deal fell apart and I was lost. Simon promised I'd be happy with the outcome, and his honesty won me over. Now I'm retired, traveling, and free.
Retirement Revelations
Cam Pizzey, former owner of Classic Party Rentals, shares his journey from feeling trapped in his business to a fulfilling retirement. He walks through a COVID-era sale, undervalued inventory, and the decision to bring in a broker who changed everything.
Working through a broker was one of the best decisions we made.
Not only did it ensure we were working with motivated sellers, but it also gave us the opportunity to choose the right people to work with, and we were lucky to find the perfect fit. We can't thank Simon and the previous owners enough for making the process as smooth as possible. The turnaround and communication were incredibly fast, and we absolutely see the value in going through a broker.
Party Powerhouses
Robert and Jordan share what it felt like to leave corporate life behind, acquire a thriving business, and build something of their own. Watch their full conversation with Simon below.
How We Leveled Up
Matthew McHugh and Joel McDonough share what it took to move from a lifestyle business to a professionally structured company, building for profitability, exit readiness, and long-term growth.
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