The Operator-Advisor: Finance & Operations Rigor for Your Exit.
Our advisory is led by a finance and operations executive with dual expertise: running global corporate sales organizations and executing premium liquidity events for small to mid-market founders. We bring **CFO-level diligence** to your exit readiness.
Bennett Smith
Founder & Managing Partner | Salesforce Executive (Finance, Sales & Operations)My advisory model is built on the rigorous financial and operational discipline I apply daily in my executive role at Salesforce. I specialize in preparing founder-led businesses for institutional buyers by implementing the same **operational maturity and process standards** that drive corporate valuations.
I focus on mitigating the three major areas where buyers devalue a company: **Financial Gaps (QoE), Operational Dependencies, and an Un-scalable Sales Narrative.** By fixing these issues *before* the process begins, we secure the highest possible multiple at closing.
- Current Executive Leader at **Salesforce** (High-Growth P&L & GTM Strategy)
- Successfully Led **Multiple Founder Exits** (Small to Mid-Market)
- Expert in **Quality of Earnings (QoE) Readiness** and Financial Modeling
- Deep Focus on **Operational Discipline** and Sales Process Maturity
- $100M+ Transaction and **P&L Oversight** Experience
"Bennett didn't just manage the sale; he made us a better company. His focus on our operational metrics before we even went to market added millions to our final valuation. He thinks like an owner and an institutional buyer, which is exactly what we needed."
Ready to Implement an Institutional Exit Strategy?
Don't let operational blind spots erode your valuation. Schedule a confidential review to benchmark your exit readiness with an operator who understands scale.
Schedule Your Confidential Exit Review