introducing

Our Team

Meet the faces behind and the businesses backing our Exit Engine brokerage. With over 20 years of experience, we have certified and licensed professionals who can address every dimension of your exit strategy, from financial planning to due diligence, legal matters, accounting, wealth management, and more. Together, our diversified team can give you a streamlined exit process.

BJ Thomson

BJ is a Certified Merger & Acquisition Advisor and the Managing Partner at Milestone Financial Engineers. They provide outsourced accounting and fractional CFO services to all industries. Within the M&A world, they specialize in creating buy-side-and-sell-side Quality of Earnings (QoE) Reports, valuations, and industry benchmarking. He primarily manages the sell side of the brokerage.

Create a Market Value Analysis (MVA), which provides a high-level view of what a potential buyer would pay for a company
Quality of Earnings Report(QoE)
A qualified team who can support most due diligence requests including Accounting/Technology Due Diligence Support
Prepare a Confidential Info Memorandum (CIM)
Pricing & Key Point Negotiation

Josh Freeman

Josh has an extensive background in entrepreneurship, mergers and acquisitions, and corporate legal matters. The entrepreneurial-focused business and real estate lawyers at Freeman Lovell allow us to have a partner at the brokerage level. Josh regularly prepares companies ahead of sale by properly structuring and mitigating legal issues, maximizing returns while minimizing risks.

Legal Value Maximization
M&A Deal Structuring
IP, contract assignability, risk management, etc.
Pricing & key point negotiations
Represent the selling company in supporting negotiations with potential buyers
Legal due diligence
Legal structure, contract, workforce, IP, compliance and risk analysis
Legal health checks & Risk Mitigation
Analyze the legal health of the organization and identify and clean areas of future risk
Data room creation and maintenance

Ryan Rees

Ryan is a Certified Public Accountant and Managing Partner at Hartle & Rees. They specialize in tax compliance and consulting. At Exit Engine, Ryan helps selling companies navigate the complexities of selling a business from a tax perspective. His work is extremely complicated. Pre-transaction planning can have a large impact on your after-tax proceeds and can be detrimental if not planned correctly. Trust us, you will want Ryan in your corner.

M&A Tax Support and Structuring
A high-level review of overall structure, errors on prior returns, and tax mitigation strategies
A comprehensive plan for current and future years to mitigate tax liability
Tax Preparation & Compliance

Dave Hinckley

Dave is an accomplished entrepreneur, business advisor and Alloy Companies’ founder and CEO. His expertise is identifying operational inefficiencies and employing robust and effective processes to rectify these gaps. Dave is a strategist and implementer of people, processes, and profit focuses for maximized and desired outcomes. He believe in true win-win scenarios and loves helping business owners attain freedom ad increased company value. Thanks to Dave’s distinct combination of strategic insight, empathetic leadership, and operational acuity, our businesses see and reach their operational potential.

Operational efficiency strategic plan
Operating System and Alignment
Valuation planning and increase
Process development, mapping, and documentation
Revenue process analysis and refinement
Dashboard metrics

Jake Rust

Jake is a managing partner at Hudson Oaks, a boutique Wealth Management Firm. They specialize in helping business owners prepare for the influx of capital and wealth by offering best-of-breed, strategically unique investment and trading strategies while optimizing the relative risk, cost-efficiency, and tax impact on their client’s portfolios. Most people ineffectively manage sudden windfalls that come from selling a business. Jake and his team help our clients navigate the landscape of money and wealth management.

Wealth Planning
Tax-Efficient Strategies before and after sale
Risk Management
Identifying and protecting against risks
Retirement goal planning and proper distribution strategies
Portfolio Rebalancing and Review
Legacy Planning
Behavioral Coaching

Ryan Freeman

Ryan is a senior corporate paralegal at Freeman Lovell, where he has worked on the buyer and seller side of merger and acquisition transactions of all types and sizes. With his experience, he has seen and can spot potential legal issues that can stall or wreck a deal. Ryan works with the gears of a transaction and knows how to oil the engine to get a deal through smoothly for both the seller and buyer.

Data room creation and curation
Closing coordination
M&A due diligence
Tax and corporate restructuring
Corporate governance

Our Mission

Guided by extensive industry knowledge and experience, our professionals at Exit Engine are committed to helping clients actualize the true potential of their business during exit. Your successful business transition marks our greatest triumph, and we’re excited to help guide you toward a prosperous exit.