Specialists, working as one team.

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.

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.

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.

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.

Ryan is a senior M&A paralegal and the Legal AI Lead at Freeman Lovell, where he has worked the buyer and seller sides of transactions of all types and sizes. He now leads AI integration and development for the firm, tracking a fast-moving landscape and translating it into how it actually impacts businesses inside and out.

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.