How I Can Help
EXPERT GUIDANCE WHEN BUYING OR SELLING
Finding the right buyer or seller, negotiating deal terms, and completing due diligence - all while running your company - is exhausting. I will counsel you on what to expect, who the players are, and what the critical deal terms are. I will guide you through thorough due diligence, shrewd deal negotiation, and work with you to realize your best outcome.
WHEN RAISING CAPITAL
Whether you're seeking seed financing or follow-on institutional capital, fundraising is a time suck and energy drain, and often comes with intense time pressure. I'll help you see around corners to avoid costly mistakes and save you time so you can keep growing your business.
RESOLVING BUSINESS ISSUES THAT IMPACT PERFORMANCE
The complexities of running a business can quickly erode performance. Whether you're leading during a time of transition, seeking to reduce friction with your business partners, or needing to make hard decisions, I will partner with you to draw out your wisdom and help you stretch into your best capacities.
MANAGING PERSONAL CHALLENGES THAT IMPACT WORK
Our personal lives impact us at work every day. Whether you're looking to rebalance work and family life, to reduce procrastination and prioritize more effectively, or to grow your career, I will provide a confidential, safe, and structured environment to help you create and master new attitudes and behaviors in service of your goals.
Experience Backed by a
Track Record of Success
Executive team positions at high-growth companies
Successful exits as a founding executive & early-stage investor
Board positions held
Investments as lead investor, $300M+ combined value
M&A projects led
Years of experience
Venture capital transactions
Companies vetted for acquisition and investment
"Dan’s sage advice through the years has almost always been borne out by experience. From what qualities to look for in companies that would be good acquisition targets for 3Pillar to how we could sharpen our messaging to potential investors, his business instincts and years of experience always lead to great counsel."
President and CEO of Knownwell
Engaging With Me
A typical engagement ranges from hour long conversations 1-2 times a month along with as-needed calls/emails/texting, to daily conversations and weekend support in key moments. Throughout our engagement I will share various materials that are in service of your goals, such as videos, articles, books, workbooks, conferences/seminars - depending on how you best absorb new information.
The first step is a “get to know you” conversation, followed by a scoping meeting for consulting engagements and/or goal-setting for coaching engagements, followed by a proposal. A typical engagement lasts 6, 9, or 12 months. (Please know that I do not receive compensation based on a percentage of any deal transaction. My primary focus is your agenda and peace of mind.)