B. Lane Carrick's Linkedin Analytics

With over 30 years of experience buying, selling, and building businesses, I help owners of middle-market companies ($10-100M enterprise value) navigate the complex journey of selling their life's work. At Optima, we bridge the gap between sophisticated institutional buyers and business owners looking to monetize their most valuable asset. Unlike typical business brokers or high-fee investment banks, we provide the strategic guidance, market expertise, and professional representation business owners need when facing institutional buyers with teams of lawyers and accountants. Our process delivers results. We've maintained a high close rate by carefully screening clients, providing honest valuations, creating professional presentation materials, and guiding clients through the intense due diligence process. We take pride in positioning our clients’ businesses with their ideal strategic buyers (the ones that pay the highest price for their business). As someone who has personally exited businesses, I understand the challenges and emotional roller coaster of selling your company. For many owners, this transaction will fund their retirement. The stakes couldn't be higher. I also share my expertise as an instructor at Southern Methodist University, teaching the next generation of business leaders the mechanics of mergers and acquisitions. Let's talk about how we can help position your business for a successful exit.