Services

High-stakes transactions are more than just deal terms. 

Whether you’re considering, negotiating, or closing a deal, the pressure can be overwhelming. I help you stay clear, focused, and in control.

Through coaching at every stage, I guide CEOs and Founders through the intricacies of deal-making: 

• Aligning decisions with your vision

• Managing dynamics

• Navigating uncertainty with confidence

Three Stages of the Deal Journey

  • Clarity
  • Connection
  • Commitment

Every deal has phases and pressure points. I offer tailored coaching at three key stages to keep you grounded and strategic throughout the process. 

The Key Elements of Your Coaching Journey

Your transaction coaching experience is tailored to your unique needs, and it’s made up of several key components designed to support you every step of the way. Whether you’re looking for focused one-on-one sessions, ad hoc support, or continuous guidance, I’ve designed these services to ensure you receive the right support when you need it. 

In each session, you’ll have the opportunity to vent, soundboard, brainstorm, or a combination of all three, depending on your immediate needs

Workshops:
Intensive full-day or half-day personalized sessions focused on clarity and goal setting for your deal

1:1 Coaching Sessions:
One Hour

Ad Hoc Sessions:
15 or 30 minute quick coaching sessions that can be scheduled when needed

Asynch Support:
Through emails and/or Voxer like communication

Emergency Calls:
15 min calls when needed

If you’re seeking clarity on success before starting a deal, these services will guide you:

  • Deal-Maker’s Blueprint: Mastering Success (Full-Day Workshop)
    A comprehensive workshop to define your goals, assess risks, and align your deal strategy with your values.

  • You Built It – Now What? Navigating the Next Phase of Your Business                  (Half-Day Workshop)
    This strategy session helps you evaluate your next growth steps, whether fundraising, mergers, acquisitions, or scaling, while creating a strategic action plan for growth.

  • Curious about how this could support you?  Book a discovery call to learn more!

Once you’ve defined your goals, it’s time to consider who you need at the table: partners, investors, or other stakeholders.

If you are in early-stage negotiations, this service helps you navigate conversations with potential counterparties, ensuring alignment with your goals and values as you move toward a Letter of Intent or Term Sheet:

  • Deal-Maker’s Compass: Navigating the Dating Stage                                              (One-on-One Coaching):
    Personalized coaching focused on evaluating potential partners, understanding their motivations, and shaping the terms of your deal.

  • Learn more by booking a discovery call

Once you’ve identified and aligned with the right partners and are clear on the deal structure, it’s time to move into the final stages—navigating negotiations, due diligence, and the steps necessary to close.

If you’ve signed an LOI or term sheet, this service supports you through diligence, negotiation, and closing, ensuring every decision aligns with your long-term goals.

Together, we’ll navigate the complexities and emotional rollercoaster, keeping your deal on track and aligned with your business vision and values.

  • Deal Navigator: Your Torch Guiding You Through the Deal Maze                            (One-on-One Coaching)
    A personalized coaching package providing real-time support through the final stages of the deal, including diligence, document negotiations, and closing

Supporting CEO & Founder Deal Success

Successful Deal Outcomes Through Strategic Leadership

  • Mitigate risks and avoid costly emotional decision-making

  • Navigate stakeholder conflicts before they derail transactions

  • Maintain perspective during high-pressure negotiations

  • Prevent deal fatigue and decision paralysis

Strategic Advantage

  • Stay aligned with your core business vision throughout the process

  • Make confident decisions amidst competing priorities

  • Build stronger relationships with counterparties and investors

  • Position your business for long-term success

Avoiding Common Pitfalls

  • Stay focused on strategic issues, not just minor deal points

  • Avoid over-negotiating terms that don’t impact core objectives

  • Keep ego and emotions in check during critical decisions

  • Maintain sight of post-deal integration and business continuity

Ready to Unlock Your Transactional Potential?

Book a discovery call today to explore how I can help you navigate high-stakes transactions with clarity and confidence.