Maximize Value, Minimize Stress:
Simplified Solutions to Secure Your Ideal Exit

Running a business is rewarding, but navigating growth or planning an exit doesn’t have to be complicated.

At SMB Simplified, we help you take control of your future with strategies designed to maximize the value of your business—without unnecessary stress.

There can be a million different levers to prepare for your exit, but which ones are right for YOU & YOUR business?

Whether you want to grow through acquisitions or ensure your business is saleable at the price point (or multiple) you want, our customized solutions make the path clear and aligned with your goals.

Ready to see how we can simplify your next step? Book an Exploratory Call today!

Thinking About Exiting? It’s Never Too Early to Plan

For many business owners, the company they’ve built over the years is the cornerstone of their retirement or next phase in life.

But the truth is, not every profitable business is immediately saleable.

Ideally, this process should begin at least three years before you’re ready to exit, giving you time to ensure your business is not only profitable but also truly saleable.

We help make sure it’s an asset you can confidently rely on when it’s time to transition.


Why work with us


No two businesses are alike, and neither are their paths to growth or sale.


At SMB Simplified, we create custom strategies based on your unique goals, so you can focus on what matters most: building value and creating a future you're excited about.


The last thing you need is for your business to start running you and rob you of the freedom to enjoy the rest of your life.


We understand this and work with you to find the right solutions for you, specifically.

Business Growth, Simplified

Whether you’re looking to scale through acquisitions or prepare to sell, we simplify the process to help you grow value, reduce complexity, and ensure your business is positioned as a valuable, saleable asset.

Holistic, Strategic, Personal

We don’t just give you a plan—we deliver a strategy that fits your lifestyle and business goals, ensuring every decision moves you closer to your vision.

Clarity and Confidence

Owning and growing a business can be overwhelming. We're here to guide you through tough decisions with clarity, so you can move forward with confidence.

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How To Know We're A Good Fit

Working with someone new comes with questions about whether it will be a good decision for you and your business. Let me put your mind at ease by sharing the characteristics of companies that get exceptional results from working with us. 

You're in the right place if...

You’re Generating Revenue, But Cash Flow is Tight

You’ve reached $1M+ in revenue, but the cash flow just isn’t where it should be. Maybe you’ve tried tweaking operations or cutting costs, but it still feels like money’s slipping through the cracks. You’re not alone—many business owners face this challenge. We’ll help you identify the right opportunities to optimize profitability without sacrificing what’s important to you.

You’re Overworked and Ready to Delegate, But Don’t Know Where to Start

As an Owner-Operator, you know you need to delegate, but it’s overwhelming to figure out where to begin. The idea of giving up control can be tough, and maybe you’ve put it off because you don’t have the time to map it out. That’s where we come in—we’ll show you how to delegate effectively, so you can reclaim your time without compromising your business.

You’ve Reached $3M+, But Scaling to the Next Level Feels Elusive

You’ve grown your business, but now you’re ready for that next big leap—and it’s not as easy as it was before. You’re working harder, but the results aren’t scaling with your efforts. It’s frustrating, and you’re not sure what’s missing. We’ll provide the expert guidance you need to scale efficiently, using smarter strategies, not more hours.

You’re Thinking About an Exit, But Unsure if Your Business is Saleable

You’ve been building your business for years, and now it’s a key part of your retirement plan. But you’re unsure if it’s truly saleable in its current state. Maybe you’re worried it won’t provide the financial security you need when the time comes. We’ll help you create a strategy that ensures your business is not only profitable, but also a valuable, saleable asset when you’re ready to move on.

The Mental and/or Emotional Toll of Business Ownership is Overwhelming

Running a business is rewarding, but it’s also emotionally taxing. Some days you’re full of energy, and other days it feels like the weight of the world is on your shoulders. If you’re feeling burned out, overwhelmed, or like you’re running on empty, you’re not alone. We’ll help you build the mental resilience needed to navigate the highs and lows of business ownership.

What our Clients Say

Denise K

COO

I was burnt out. It felt like I was running at top speed & going nowhere, no matter how many hours I put in. Beki started breaking me free from those cycles after just one session. She's so warm and playful that you feel this sense of safety and lightness, right from the start. On top of this, her technical knowledge of business, marketing, mar-tech, and operations is robust.  I've cleared massive foundational blocks and up-level my business from a technical perspective. My relationship with my work is now invigorated, excited, empowered, productive, and extremely effective. I HIGHLY recommend working with Beki.

Jeff C

it Network Administrator

I'm so glad I know you! Every time we talk, you have a perspective on things that I hadn't considered. I don't know how you do it every single time - but you always manage to find exactly the right solution. You helped me get my head out of my ass and finally go for the position I really wanted where I can work on projects that excite me. I can't tell you how grateful I am for our conversations. I wouldn't have done it without you. Thank you for believing in me and helping me believe in myself.

Katie S

Fractional CMO

I love that Beki thinks outside the box and customizes her advice to the specific needs of each individual. She's great at helping figure out different ways to get things done that aren't the same regurgitated routines you find online. It's so beneficial to talk to someone who knows the business side of things as well because her style of creative problem-solving often leads to a great solution I hadn't even considered. I love that Beki can help with both MY business and finding winning solutions for my clients. I'm getting so much more done and finally crawling out of the burn out/overwhelm I felt before I started working with her. It's nice to be able to grow at the right pace for me.

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