Your Exit Starts Now —
Expert Exit Advisory Services for Agency Owners

At Optimus Business Advisory, we provide expert exit planning and advisory services – for owners looking to increase the value of their agency or sell within the next 2 years.
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We've worked with great companies

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Prepare Your Business for a Life-Changing Exit - With Confidence and Clarity

The premium exit advisory program for successful agency and service-based business owners who want expert, hands-on guidance to increase their agency’s value and/or sell it in the next 2 years for the maximum price and ideal terms – without stress, delays, or bad-fit buyers.

Value Maximization

Exit Preparation

Transaction Guidance

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Building a Business

There are no silver bullets. At Performance Faction, we help owners establish the critical processes and practices to grow a healthy and profitable business. Our process is designed to provide confidence in your actions that inspire a level of output you’ve never experienced before.

Total Performance Review

The first step in the journey to $5M. A comprehensive review of the business and then work directly with Russel on your customized $5M roadmap and accelerate solutions and opportunities identified within the business over the course of 6 months.

Total Performance Review

The first step in the journey to $5M. A comprehensive review of the business and then work directly with Russel on your customized $5M roadmap and accelerate solutions and opportunities identified within the business over the course of 6 months.

Total Performance Review

The first step in the journey to $5M. A comprehensive review of the business and then work directly with Russel on your customized $5M roadmap and accelerate solutions and opportunities identified within the business over the course of 6 months.

Total Performance Review

The first step in the journey to $5M. A comprehensive review of the business and then work directly with Russel on your customized $5M roadmap and accelerate solutions and opportunities identified within the business over the course of 6 months.

Services

We prioritize your business exit success – whether you’re looking to sell now or simply want to maximize the value of your company for the future.

At Optimus, you’re backed by a team with a rare blend of experience – as former corporate attorneys, business owners, successful sellers, and seasoned transaction advisors, we’ve sat on every side of the table, so we know what it takes to protect your interests and maximize your outcome. Unlike most advisors who drop in late or disappear early, we stay with you from start to finish – guiding strategy, defending value, and making sure you never face a critical moment alone.

Long-Term Value Growth

Our Long-Term Value Growth service is designed for business owners planning to sell in two to ten years. If you know you want to sell eventually, the earlier you start preparing the better. We help you identify and strengthen your key value drivers, improve profitability, reduce risk, and build a business buyers will pay a premium for – when the time is right.

Ready-to-Sell Strategy

Our Ready-to-Sell service is perfect for business owners planning to sell within the next two years. We serve as your trusted Transaction Advocate – preparing you operationally, financially, and mentally to navigate every step of the sale process. From team selection to negotiation, you’ll never face a buyer or advisor alone.

Case Studies

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S!Y Communications

When Andrea Siy, owner of SIY Communications, was considering the complexities of selling her business, she knew she needed someone who could bring clarity, confidence, and experience to the process. She turned to Optimus Business Advisory, and its strategic guidance quickly became a trusted asset.

“I signed the paperwork this evening and it’s done!! Thank you for joining me on this journey. Or really leading me on it! I could NOT have even been close to doing this without you…  and your guidance, support and expertise.”

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Hypergen

Before working with Optimus, the owners of Hypergen knew that they eventually wanted to sell their agency but were unsure what buyers actually looked for – and weren’t confident that the business could thrive without their daily involvement. With Dan’s guidance, they have gained clarity on the fundamentals that drive value, learned how to build a self-sustaining operation, strengthened their financials, and made smarter hiring decisions that have positioned them well for a long-term sale.

“Dan has been an absolute pleasure and blast to work with. It would be an understatement to say he saved and helped grow our business multiple times… Bottom line is, he is a business owner himself who has already gone through his own exit so he has been through it all. Don’t make the biggest mistake of your life and not work with him.”

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First Commercial Kitchen

When Peter Kam, owner of First Commercial Kitchen, was navigating the complexities of selling his business, he knew he needed someone who could bring clarity, confidence, and experience to the process. He turned to Optimus Business Advisory, and its strategic guidance quickly became a trusted asset.
“I appreciated Dan’s calm and logical approach to my deals, and it was clear to me that he had been through the process many times before, both for himself and for his clients. I am grateful for how much he cared and to have had the benefit of his experience.”
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Human Dimensions

A tech recruiting firm delivering top-notch talent to agencies. After becoming a PF member for only 6 months, revenue on target to double. Created a number of successful biz dev and scaling infrastructure to maximize owner’s time.

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Lifeblue

Russel’s original founding agency. Startup from nothing to over $7M in revenue, 40 team members, and an eventual 8 figure sale. Registered B Corporation (https://www.bcorporation.net/en-us/) and Business Journal “Best Place to Work.”

Case Studies

Been there, done that. See the clients that are on their way to $5M.

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Simply Design Group

SDG is a wordpress development agency specializing in small, brochure websites. After almost a decade of non-existent profits to $75K in profit and revenue doubled after the first year of becoming a PF member. Business break even is 100% supported by recurring revenue.

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Human Dimensions

SDG is a wordpress development agency specializing in small, brochure websites. After almost a decade of non-existent profits to $75K in profit and revenue doubled after the first year of becoming a PF member. Business break even is 100% supported by recurring revenue.

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Lifeblue

SDG is a wordpress development agency specializing in small, brochure websites. After almost a decade of non-existent profits to $75K in profit and revenue doubled after the first year of becoming a PF member. Business break even is 100% supported by recurring revenue.

CJAM Partner Offer:

The 5X Guarantee

This isn’t just a program – it’s guaranteed to ensure you maximize your exit when you fully implement all of the steps of our Ready-To-Sell Strategy. 

You can expect at least a 5X return on your investment – in other words an additional 5X what you spend with us will be added to your exit price – and we’ll make sure you get it.  No broker, consultant, or advisor will make this kind of commitment to your success.

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Testimonials

What I can say for sure is that selling my business was one of the craziest events I have ever gone through, and now that I am through it, I appreciate even more the value of being prepared up front. That is where Dan comes in. There were very few surprises along the way that I wasn’t at least aware of, and most of them I was completely prepared for, thanks to him.

Nathaniel Stoffelsma Arbutus Grove

When we first started to consider selling our business, the process felt a bit overwhelming and we weren’t sure where to start. Working with Dan transformed this daunting process into a series of manageable steps.  What sets Dan apart is his ability to demystify selling a business. He transformed what could have been an overwhelming experience into a structured journey with clear milestones. Thanks to his guidance, we were able to successfully sell our business despite some challenging hurdles.

Janice Smith Impetus Digital

Dan's experience and expertise have helped transform my business from a great idea with average outcomes to a highly profitable, well-oiled machine with clear benchmarks and goals. Many advisors do a few minutes of homework to prepare for meetings. I trust Dan because he does homework to prepare for every meeting (and does actual work to help me!). My company continues to grow, and Dan is helping to position it so an eventual exit is as profitable as possible.

Trevor Waddington Truth Tree

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