Biography:

For many founders, selling a business is not just about price. It raises questions around value, confidentiality, timing, taxes, employees, and legacy, and often marks an important transition in life and business.

Jay spent 15 years in management consulting and investment banking, including as a consultant to the Valuation Taskforce at Goldman Sachs in New York. As a banker he held the Series 7 and 63 FINRA licenses and advised on domestic and cross-border capital raising and M&A transactions totalling more than $5B across a range of consumer and industrial sectors.

Later, as a founder-owner, Jay built a wellness business from the ground up, grew it to seven-figure annual revenue, and ultimately sold to a strategic buyer. Through that experience he saw the process from the owner’s side of the table, including the considerations many founders have for employees, customers, families, and communities.

Today he works with business owners preparing to sell, guiding them through the process with discretion and careful preparation. His role is to protect enterprise value, maintain confidentiality, preserve legacy, and maximize after-tax proceeds.

His work ranges from guiding founders through sales to individual buyers to advising on transactions involving private equity or strategic acquirers.

Owners considering a sale or acquisition are welcome to connect for a confidential conversation.