Insights

Notes on deals, valuation, and operating.

Walkthroughs, step by step, with numbers and without promises. Everything here falls into one of four subjects — if an idea fits none of them, it does not get published.

Subjects

Four subjects I write about

Pillar 1

What a business is worth

Valuation, multiples, EBITDA, normalization — what raises a price and what quietly destroys it.

Pillar 2

How a deal is built

Structure, stages, documents, diligence, earn-out, escrow, seller financing — and what happens after signing.

Pillar 3

Through an operator's eyes

What is visible to someone who came from the shop floor and invisible to someone who came from a spreadsheet.

Pillar 4

Starting over in the U.S.

2021 onward: manufacturing, flipping, construction, family capital, and now transactions. Mistakes included, stated as facts.

Also

Video and press

01

Video

Episodes and a glossary of deal terms — with transcripts, so search can find them.

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02

Press

Selected publications: trade material, project coverage, and published research.

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03

Track record

Twelve delivered projects, described.

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Tell me about the situation

A five-minute questionnaire. I reply personally within two business days. Everything stays confidential.

Questionnaire