Our unique SmartExit℠ approach to exit strategy.

Our street-smart approach to exit strategy empowers you as a business owner to create a transition that’s right for you, your family, and your business.




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Learn about SmartExit℠

What they are saying about Sagewood & our SmartExit℠ services.

From entrepreneurs working on a “someday” exit strategy, to buyers and sellers trying to get across the finish line, and the other professional advisors helping them, here’s what some of our people have to say about us:

We very much appreciated everyone’s attention to detail and responsiveness! And, as for Tommy, it was quite refreshing to work with someone who not only knows what he’s doing but also makes so many efforts to get everyone to cut through a lot of the typical nonsense that usually happens.

Kevin R. Coan | Partner, Hinshaw & Culbertson LLP

I want to thank you, Ben, for your exceptional job in selling my store. You were a professional throughout the process & I would recommend you to any business owner seeking to sell, fund, or partner with you in growing their success.

Paul St. Germain Jr. | Seller, Pet Supply E-Commerce Company

Sagewood was able to sell my business in just under 5 months. I couldn’t be happier to be able to finally, the buyer hired all of our employees, kept the culture, and was a great overall fit. I would recommend Sagewood’s team to anyone.

Sagewood Client | Seller, Resort Town Ski Shop
Tommy and the Sagewood team have a gift for demystifying complex concepts in extremely simple terms
Tim O'Shea | Program Director, University of Colorado

Tommy and the Sagewood team are very responsive. I have never been surprised by an outcome, as Tommy is very good at reading a situation and communicating the upshot to us.

Jeff Hanavan | Partner, Aspen Leadership Group

Ben and the Sagewood team were quite helpful in providing related information, recommendations, and suggestions. Their follow-up, attention to detail, and excellent personal skills were greatly appreciated. Given the chance, I will gladly work with Sagewood again.

Ben F. | Owner, Manufacturing Business

I was impressed with Ben’s focus on business value, and his understanding of how businesses create it, leverage and capture it. Ben’s a natural trusted advisor that gives it to you straight and is always searching for ways to turn 1 + 1 into 4, and finding win-win scenarios for his clients.

Tim Butler | Managing Director, Private Equity Group

Sagewood’s team is great to deal with. Ben took the time to explain the buy/sell process and answer questions. He is easy-going, friendly and knowledgeable. He is very good at what he does.

Jerry B., Financial Buyer

Benjamin worked with me on getting several of my businesses in order. Great guy to work with and would highly recommend him to anyone in need of a down to earth advisor.

Tyler Barnard | Owner, Consumer Product Brands

I liked working with Ben because he strives to do deals without all the overblown and hard to understand lingo. I like to be clear & accurate in my business transactions and Ben helped me get the deal done in easy-to-understand language.

Cynthia | Owner, E-Commerce Company
Tommy has been an incredibly knowledgeable source of counsel for our organization and he regularly goes far beyond our expectations.
Chris Ververis | Director, Boulder Relief Co.

Ben and the Sagewood team are energetic, highly creative and have a can-do attitude. No matter the problem or issue at hand they always find a way to solve it and to make all parties happy. They are a joy to work with.

Jim White | Managing Partner, SpringVale Capital

Knowing Ben and the Sagewood team, and the very practical way they approach business, I am always enlightened by talking and working with them. Not a “regular” advisor, they know business from the real world and have the tools to help.

Tara Jacobsen | Owner, Small Business Marketing Agency

As entrepreneurial growth consultants, there are certain themes we hear from clients repeatedly. One of the most common is, “how can I find an advisor to protect my interests without complicating my deals?” Well, we can now refer them to Ben and the Sagewood team. They are “no-BS” advisors with a business owner’s soul. With Ben’s background in business development, he can anticipate potential obstacles and facilitate, rather than hinder, growth. If you want peer understanding of your venture and good counsel, have a conversation with Ben and his team.

Alyson Miller | Founder, PivotGuild

I hired Sagewood to evaluate my company’s value for purposes of outside investment and possible resale opportunities. During this time, Ben was extremely professional. He was straightforward, honest, and efficient. He completed what we had asked him to do in a quick and painless fashion that was very professional. I would recommend Sagewood to any business owner or investor who needs help with evaluating businesses for purposes of sale or investment.

Sarah Westall, Entrepreneur & Investor

Working with Ben has been and continues to be an outstanding experience. He takes the time to learn exactly what you need, provides expert recommendations and guidance, and you will never be surprised by his fees. If you need a rock solid advisor who cares about your success, give Sagewood a call.

Brian Devine | Owner, Marketing Company

Our team-based approach delivers exceptional results.

We’ve assembled a team of experienced professionals with specialized training and skills to help you in each step of the journey.  Our team’s pedigrees include backgrounds in legal practice, mergers & acquisitions, financial advisory, business ownership, and consulting.  We’ve helped hundreds of business owners with things like valuation, growth strategy, transition planning, complex negotiations, deal-making, due diligence, legal contracts, and other specialized projects.

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Meet our expert team

Learn how we can help you in 3 simple steps.

  • Request a discovery call with our team.

  • Spend 30 minutes on the call exploring your exit readiness.

  • Get a custom exit readiness assessment of where you are today, where you need to be, and a plan to help you get there.

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