What a great time in Tucson! There was so much to discuss and time was limited. As promised, we’ve compiled some information and tools to help you evaluate and elevate your business.
Also, the McKinsey Institute for Economic Mobility recently released an excellent and timely report on the topic of succession planning and ownership transfer entitled and linked here: The Great Ownership Transfer: A new era of business stewardship. It’s worth reading and offers additional information we couldn’t cover in our brief time together.
Here is more of what we would like to share!
Readiness Evaluation:
Whether you are seriously considering a sale, a transition or want to optimize your operations, the Readiness Evaluation will help you assess the current state of your business and how to take it to the next level.
Metals Industry M&A Overview:
This report gives you our most current insights related to the 2026 M&A market.
PMA Conference Presentation:
Be sure to download a copy of our conference presentation, it contains supplemental slides offering more in-depth information our time together didn’t allow us to cover.
Contact Us!
If you’d like to schedule time for a deeper 1:1 discussion about your business specifics with either of us, simply complete and submit the form at the bottom of this page.





