OUR CORE TEAM
Your Exit Strategy Starts With the Right Team
Every engagement is led by credentialed advisors and supported by a dedicated operations team - built to protect confidentiality, manage complexity, and keep your transaction moving forward.
Meet the INIX Team
Experienced. Structured. Focused on Your Outcome.
Our goal is to provide disciplined seller-first advisory services that combine a white-glove, personalized approach with the rigor of a large firm. Each client is supported by a team designed to protect confidentiality, manage complexity, and keep transactions moving forward.
Our Staff
Operations Support Team
Jennifer manages the internal mechanics of every transaction. From document flow and communications to due diligence coordination and timeline management, she ensures each stage progresses smoothly and efficiently.
Her oversight reduces friction, prevents delays, and keeps all parties informed. For clients, this means fewer surprises and a structured process from listing to closing.
Michael oversees financial modeling, valuation analysis, and industry research and benchmarking for INIX engagements. He works closely with sellers to normalize financial statements, analyze performance trends, and prepare buyer-ready financial presentations that stand up to scrutiny.
His analytical depth strengthens pricing strategy and supports negotiations with data-backed insights. By identifying risk areas early and presenting financial clarity upfront, he helps position businesses more effectively in the market.
Donna is responsible for positioning and confidential promotion of each engagement. She prepares professional offering materials, coordinates discreet outreach campaigns, and maintains active buyer pipelines within INIX's network.
Her focus is positioning — ensuring each business is presented clearly, professionally, and to the right audience. This disciplined outreach approach increases buyer engagement while maintaining strict confidentiality.
Start the Conversation
Ready to Sell with Confidence?
Every successful exit begins with a confidential conversation. Our team is here to guide you through every step — from valuation to closing.
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