Somerset Operators — Exit & M&A

Exit & M&A

Know what your business is worth, plan your exit, and sell it right — guidance from someone who's actually owned and sold businesses.

What We Help With

Most owners only sell a business once. The process is unfamiliar, the stakes are high, and the people across the table have done it dozens of times. We level that playing field.

Valuation

01

Business Valuation

Understand what a buyer — or a bank — would actually pay for your business. We use cash-flow-based multiples and lender logic, not broker hype. Start with the free calculator or call for a deeper conversation.

Exit Planning

02

Exit Planning & Readiness

Know what's reducing your value before you go to market. Clean up financials, reduce owner dependence, document key processes, and remove the red flags buyers will find anyway.

Deal Process

03

Finding & Vetting Buyers

Not all buyers are equal — financially, operationally, or in how they treat the people left behind. We help you identify serious buyers, screen tire-kickers, and avoid the deal structures that look good until they don't.

Negotiation

04

Deal Structure & Negotiation Support

Price is one number. Earnouts, seller notes, rep & warranty exposure, and transition obligations can swing the real outcome by hundreds of thousands. We help you read the structure, not just the headline.

Resources

Who You're Working With

The seller's side of the table

Phil has owned and operated three small businesses and understands an exit from the seller's side of the table. He's been through due diligence, negotiated deal terms, and dealt with the emotional and operational reality of handing something off.

That experience shapes how we approach this work — practically, honestly, and with full awareness that the numbers on a term sheet are never the whole story.

Background

  • Owner-operator of three small businesses over 20 years — not a career consultant
  • UNC Chapel Hill MBA, BS Industrial Engineering — analytical rigor applied to real deals
  • Raised in blue-collar business; started working in his father's companies at age five
  • Understands what buyers scrutinize because he's been the one scrutinizing
  • Plain language, no jargon — you'll always know where you stand

Thinking about an exit? Start with a conversation.

612-567-7244