Start a Confidentional Conversation

Who Is This For?

• Utah business owners considering a sale
• Owners who want to understand what their business may be worth
• Family-owned or founder-led businesses planning a transition
• Owners preparing for retirement, burnout, growth, or succession
• Local service, trades, construction, retail, healthcare, and main street businesses
• Owners who may want to sell now, in 6–12 months, or in the next few years

This form is best for:

• Confidential business valuation requests
• Owners considering selling in the near future
• Future exit planning conversations
• Understanding buyer interest and deal structure
• Discussing whether now is the right time to sell

What Happens Next

1. Private Review
We review your submission and get a basic understanding

of your business, timing, and goals.

2. Confidential Call
We’ll schedule a short call to talk through value,

buyer fit, deal structure, and your options.

3. Clear Next Steps
We will help you determine whether to prepare for a sale,

explore buyer interest, or simply build toward a future exit.

Direct Contact

For confidential outreach:

Brian Davis
[email protected]

Brandon Griffiths
[email protected]

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