Exit Engine's team is seven specialists — legal, tax, financial, operational, wealth, diligence, and founder-transition expertise — coordinated under one roof, working from one shared plan. No handoffs between advisory and brokerage.
Sell-Side Brokerage & QoE
BJ is a Certified Merger & Acquisition Advisor and Managing Partner at Milestone Financial Engineers, which provides outsourced accounting and fractional CFO services across industries. Within M&A, his team specializes in buy- and sell-side Quality of Earnings reports, valuations, and industry benchmarking. BJ primarily manages the sell side of the brokerage — Market Value Analyses, QoE, CIM preparation, and key-point negotiation.
Operations & Process
Dave is an entrepreneur, business advisor, and the founder & CEO of Alloy Companies. He identifies operational inefficiencies and installs durable processes to close them, working across people, process, and profit. Dave believes in genuine win-wins and helps owners reach the operational potential — and the company value — that's actually available to them.
Wealth Management
Jake is a Managing Partner at Hudson Oaks, a boutique wealth management firm. They prepare business owners for the influx of capital that comes from a sale — best-of-breed investment and trading strategies optimized for risk, cost, and tax. Most owners mishandle a windfall; Jake and his team help our clients navigate money and wealth thoughtfully.
Legal & Deal Structure
Josh has an extensive background in entrepreneurship, M&A, and corporate legal matters. The entrepreneurial-focused business and real estate lawyers at Freeman Lovell give us a partner at the brokerage level. Josh prepares companies ahead of sale by structuring properly and mitigating legal issues — maximizing returns while minimizing risk.
Due Diligence & AI Impact
Ryan is a senior M&A paralegal who has worked the buyer and seller sides of transactions of all types and sizes. He leads Exit Engine's focus on the AI landscape — how AI is impacting, and will impact, company value, business operations, and M&A transactions — and translates that fast-moving picture into what it actually means for the value and sale of your business.
Tax & Structuring
Ryan is a Certified Public Accountant and Managing Partner at Hartle & Rees, specializing in tax compliance and consulting. At Exit Engine, he helps selling companies navigate the tax complexity of a sale. The work is intricate — pre-transaction planning has an outsized impact on after-tax proceeds and is costly when it's missed. You will want Ryan in your corner.
Owner Education & Founder Transition
Spencer is the founder of The Pod Mill, Utah's largest podcast network, and of the Founder's Therapy podcast — deep conversations on the psychology of building, leading, and letting go, which he brings to Exit Engine. Selling a business isn't just a transaction; it's an identity change. Spencer works the gap most M&A advisors leave open: the mindset, emotional readiness, and personal transition that decide whether an owner is truly ready to let go.
Every Exit Engine engagement is staffed across these disciplines. You don't choose between an advisor or a broker — you get the team.