SERVICES
Carey advises business owners and investors at every stage of ownership: buying a business, preparing it for sale, selling it, and deciding what to do with the proceeds. His work falls into three complementary areas.
M&A Advisory
Carey advises people who want to buy or sell a business. Working through Boss Group International's business brokerage and M&A practice, he supports owners in the main street and lower-to-middle market from first conversation to closing. For sellers, that means valuing the business, marketing it, screening potential buyers, and guiding the deal through to completion. For buyers, it means defining criteria, finding the right opportunity, and navigating negotiation and acquisition.
Exit Planning
Selling a business is a process, and most owners see only part of it. As a Certified Exit Planning Advisor, Carey walks owners through the whole thing, focused on three questions:
Personal readiness: Are you prepared to step away, and do you know what comes next?
Financial readiness: What do you need from a sale, and does the business deliver it?
Business readiness: How attractive is the company to buyers today, and what would increase its value before a sale?
Starting early gives owners time to build value, fix weak spots, and sell on their terms instead of reacting to an offer.
Private Investment Strategy
Carey advises on private investment opportunities and tax mitigation strategies. This work runs alongside the other two services, not only after a sale. Owners can plan how to deploy and protect capital as they build, prepare, and exit, so they have a plan for the proceeds before the deal closes.
How it fits together
Many clients start in one area and move into another. An owner building value may start with exit planning, sell through M&A advisory, and then invest the proceeds. Carey can guide each stage, or the one you need now.