Contact Broker
1344 Carrington Way,
Chattanooga, Tennessee 37405
(View Map)
About the Company
At Canopy Capital Advisors, we are dedicated to empowering business owners in and around Chattanooga, TN through our specialized services in Business Valuation, Exit Strategy, Confidential Business Sales, and Strategic CFO Services. We understand that every business is unique and we pride ourselves on delivering tailored solutions that align with your specific needs and objectives.
Exit Strategy:
Planning your exit is one of the most significant decisions you'll make as a business owner. At Canopy Capital Advisors, we work closely with you to develop a comprehensive exit strategy that maximizes your business’s value and secures your financial future. Our approach considers your personal goals, the ideal buyer profiles, and the best timing for a successful transition.
Confidential Business Sales:
Selling your business is a personal and often emotional journey. We prioritize confidentiality throughout the sales process, ensuring that sensitive information is protected while effectively marketing your business to qualified buyers. Our extensive network and strategic marketing techniques help attract the right buyers, facilitating a smooth and successful transaction.
Business Valuation:
Accurately valuing your business is crucial for making informed decisions, whether you're contemplating a sale, seeking investment, or planning for future growth. Our expert valuation services provide you with a precise understanding of your business’s worth, taking into account various factors such as market conditions, financial performance, and industry trends.
Strategic CFO Services:
Our Strategic CFO Services provide the financial insight and expertise you need to drive your business forward. From financial forecasting and budgeting to cash flow management and strategic planning, we help you make data-driven decisions that enhance profitability and growth. Our CFO services are designed to support your unique business goals while ensuring financial stability.
Broker Biography
Introduction
Transforming Business Value into Exit Reality
Expertise in Mid-Market Brokerage & Strategic Financial Advisory
Selling a business is rarely just a transaction; for most owners, it is the culmination of a lifetime of risk and hard work. My approach to brokerage goes beyond simply "finding a buyer." I leverage CFA-level financial rigor and Strategic CFO insights to bridge the gap between what your business is worth today and what it could be worth at the closing table.
The Difference: Institutional Rigor for Main Street Businesses
Most brokers look at your tax returns and apply a "rule of thumb" multiple. I look at your business through the lens of an institutional investor. By identifying and optimizing the "Value Drivers" that professional buyers look for—such as unit economics, capital structure, and operational scalability—I ensure you don't leave money on the table.
My Core Services Include:
Precision Valuation: Utilizing DCF and Comparable Sales modeling to establish a defensible, premium asking price.
Strategic CFO Advisory: Exit-readiness planning designed to "clean up" financials and maximize EBITDA 12–24 months before a sale.
Confidential Marketing: Access to a proprietary network of high-net-worth individuals, private equity groups, and strategic corporate buyers.
Deal Engineering: Expert negotiation and structure to minimize tax implications and maximize "walk-away" proceeds.
A Partner in Your Transition
Whether you are ready to retire next month or are looking to scale for an exit three years from now, my goal is to provide the clarity and financial sophistication usually reserved for large-scale M&A. I operate with absolute confidentiality, a data-driven mindset, and a commitment to protecting your legacy.
Let’s define your exit strategy.
Services Provided
Exit Strategy
Business Sales
Buy Side Representation
Business Valuation
Strategic CFO Services
Areas Served
Professional Affiliations
TN - Commercial Real Estate License
CEO / Co-Founder of TrimTab Brewery in Birmingham, AL
Franchise Owner
CFO
