Call me when...
Call me when an owner (middle market) can't sleep at night or wakes up at 2am because:
1. They are tired or bored in the business - no longer enjoy getting up in the morning to 'go to work'.
2. They are distracted by the next 'new shiny object/opportunity'
3. One of the 5Ds (has or) is about to occur: a Death, Divorce, Disability, Disagreement, Departure
4. They don't know their Value Gap or the do know it and they don't know how to shrink it.
5. They are not focused on the business and it shows in their numbers.
6. Bankers and investors are concerned their investment is at risk.