About us

Our Why…

With everything we do, we aim to guide business owners through transitions on their journeys of business ownership. We work intelligently, quickly, and strategically to provide obnoxious value to our clients. We work with our clients to identify the “right” outcome for their situation, and then we go get it done. No excuses. No hand-wringing. No watching from the sidelines waiting for action. And definitely no bullshit.

Our Story

Our journey began with a vision to empower entrepreneurs in creating exit-worthy businesses—enterprises with sustainable enterprise value that can be sold and transferred. We believe that every business owner deserves to walk away from their journey with a sense of achievement and a valuable asset that stands the test of time.

Our Values

Our values are the foundation of our approach to serving our clients. These principles guide us in every aspect of our work and reflect our commitment to providing the best possible support and expertise. We take pride in upholding these values and ensuring they resonate throughout our interactions with our clients and partners.


We operate with a distinct respect-based philosophy that sets us apart from other advisors. We firmly believe in treating our clients not as mere transactions but as individuals with unique dreams, families, and goals. Our respect-based philosophy forms the backbone of how we serve and support entrepreneurs on their journey to success.

Our Transparent Fee Structure:

At Sagewood, we believe in a transparent and upfront fee structure that aligns with our respect-based philosophy. Unlike many others in the industry, we don’t believe in milking the clock or charging exorbitant upfront fees. Our unique retainer, work-for-you, and successfully modeled approach ensure that our interests are aligned with yours throughout the engagement.

A Focus on Value Delivered:

We charge fees based on the value we deliver. Our goal is to help you build a valuable, sellable, and transferable business, and our fees reflect the impact of our expertise and guidance in achieving this outcome. We are committed to providing exceptional value for your investment, ensuring that every step we take together leads to meaningful results.

No Hidden Costs or Abandonment:

You can trust that there will be no hidden costs or surprises along the way. Our transparent fee structure means you’ll always know what you’re paying for and what to expect. Additionally, we stand by our promise to be with you throughout the entire journey. We won’t abandon you when the going gets tough. Instead, we are dedicated to seeing your business transaction through to a successful conclusion.

At Sagewood, our respect-based philosophy extends to how we handle fees—we treat our clients with the same honesty, transparency, and care that underpins every aspect of our approach.