I’m in the middle of selling my company. Again.
This isn’t a story from five years ago. This is happening right now. I listed CORE Financial less than two weeks ago, and I’ve already received two letters of intent this week. No broker. No paid ads. Just one post on Facebook and one on LinkedIn, and it’s all moving fast.
But let’s back up for a second.
In 2021, I sold my first company, A Simple Office Solution, for just over $2 million. That business was my first big win. I built it from scratch, scaled it with remote teams, clean systems, and automation before most people even knew what Zoom was. I was running lean, profitable, and fully virtual. When I sold it, I walked away proud and ready for a break.
But, of course, entrepreneurs don’t really take breaks. We rebuild.
This time, I didn’t go solo. I became a partner in two firms: Blueprint Financial and Fit CFO. Fit CFO already existed as a CFO advisory and wealth management company. Over time, I bought out both sets of partners and merged everything into what became CORE Financial.
We built something solid. CORE became a full-service accounting and advisory firm, built the way I believe all modern firms should run: tech-first, documented, repeatable, and people-light. We made the Top 50 CAS Firms list. We brought in recurring revenue. The team was strong. The systems were stronger.
And because of all of that, I only worked five hours a week in the business.
That’s not a typo. I had removed myself from day-to-day entirely. My job was strategy and vision. My team ran the show. Because we documented everything. Because we created real procedures. Because we didn’t just build a company, we built infrastructure.
And then I hit a moment of truth: I didn’t want to run a firm anymore. I wanted to advise them.
I felt more alive when I was teaching, speaking, coaching, and helping other founders build their exit strategies and streamline their operations. That’s where I was being pulled. I wasn’t dreading the work; I was just ready for the next chapter.
So I made the decision. I listed the business for sale.
This was less than two weeks ago. No fancy teaser decks. No negotiations behind the scenes. I just posted publicly that the firm was ready for its next owner. That it was profitable, well-run, and no longer required me to be involved. And people showed up. Within days I had serious conversations going. This week, I’ve already received two LOIs. We are actively in it right now.
And I’m sharing this in real time because I think it’s important. Too many people only talk about exits after they happen. After the deal is signed. After it’s polished and complete. But this is the messy, exciting, terrifying part. This is where real decisions are made.
Selling a business isn’t emotional for me this time. It’s empowering.
I’m not leaving because something is broken. I’m leaving because I built something that doesn’t need me, and that means I have the freedom to walk away.
That’s the part people don’t always understand. They think selling a business means something went wrong. But what if it just means you’re ready for something different? What if you built something that can actually be handed off?
I won’t pretend every part of this journey was easy. I’ve said yes to things I should’ve said no to. I’ve partnered, unpartnered, pivoted, and rebuilt. I’ve made strategic decisions that worked and some that didn’t. But the one thing I’ve done consistently, every single time, is build with the end in mind.
I didn’t just build CORE to grow. I built it to sell. And now I get to.
I’m so damn proud of what we created. The team. The systems. The brand. The results. I’m proud that I don’t have to be the one running it anymore. And I’m proud to pass the torch to someone who will take it further than I could.
To my team, thank you. You made this company what it is. You are the reason it thrived without me.
To the future owner, take good care of it. This is a well-oiled machine.
To everyone else building a business, please hear me when I say this: stop building a job. Build an asset. Build something that doesn’t need you. Build it with an exit in mind, even if you don’t think you’ll ever sell it. Because when you do, you’ll finally have options.
Right now, I’m choosing mine. And that’s exactly what I want to help others do.
So yes, I’m selling another company. And I’ll be sharing the process while I’m in it. Not just the clean, final announcement after the wire hits. But the truth of what it takes to build something worth selling, and the courage it takes to say, “I’m ready.”
If you’re wondering if your business could be next, or you’re already thinking about your own exit, reach out. This is what I do now.
I help business owners build their exit-ready empire, then let go of the reins.
And it feels really good to let go when you’ve built it right.
