Get to know us.

Our core team members have a diverse background in industry exposure, but all bring a level of executive experience. It isn’t about debits and credits, but a scalable plan of action to deliver financial results and improved business understanding.

Beyond that, our team has evaluated and reviewed thousands of businesses for sale, and know exactly what financial and operational support a small business owner needs in these critical moments.


Adam Markley

Adam is a finance and accounting professional with over 15-years of experience in small businesses. With a strong background in accounting and finance, Adam spent time in both public and private accounting, FP&A, and been involved with companies across a wide range of industries, touching nearly 500 businesses in that process. Adam has worked on and with companies with less than a million in revenues to over a billion.

From technical accounting to more complex budgeting and forecasting, Adam has experience in connecting the numbers to operational decision-making to expand profitability, create efficiencies, and scale a business for future success.

As an active acquirer of small businesses in the United States, Adam has reviewed and analyzed thousands of small businesses for optimal financial performance and saleability. Ensuring that any business is prepared and operated in a manner to maximize likelihood of a future exit and successful windfall as a result.

Ryan Valeri

Ryan is an experienced financial executive with a proven track record of success across a variety of small businesses over the last 20 years. He has been responsible for, and built teams, to manage the following financial and operational duties: accounts payables and receivables, payroll including benefits administration, cash management and forecasting, budgeting, bookkeeping and general ledger management, audit preparations, financial and operational reporting, recruiting, talent management, and sales, and more.

During his career, Ryan has scaled a business and managed a sale, managed due diligence, contributed to strategic planning, and overseen multiple transitions. While skilled and experienced in financial management, his true passion lies in finding and creating operational efficiency. He is results driven and innovative, always tying financial reporting and insight into actionable business outcomes for sustainable growth.


Our Promise

As with any relationship, trust is integral to success. Our focus is providing the best service possible that fits YOUR needs, not ours. Transparency around our fees and support will always be upfront and paramount.

We operate in an unmatched confidential manner that reflects the nature of insights and information we’ll have about yourself and your business. As our client, we’re a part of your team and will treat your business as such.

Our focus is never on fee-expansion, but minimizing any conflicts of interest. If you’re looking to sell your business, we’re not your business broker. Our fees are not contingent on telling you what you want to hear, but instead, as our name indicates, speaking truth into your business and financial performance.

Our goal is to always maximize your time and efforts with your business, to enhance the current and future value of what you’ve built, and to do so in as smooth and efficient means as possible.

Let's work together

Our team is excited to start start working with you.
Let’s talk, and see how we can help you realize your goals.