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Daniel Evans

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I've taken my passion for food, faith, farming, and finance and turned it into an M&A and wealth management practice. I help CPG founders like you craft a financial legacy worth living. Partnering with me ensures the financial confidence and personal fulfillment needed to shape a company aligned with your financial aspirations. Here's the roadmap: 1. Connect: We meet to understand your current situation, goals, history, and aspirations. 2. Plan: Our planning process leads to scenario planning, mapping out your financial journey. 3. Recommend: Drawing on 30 years in venture capital, investment banking, corporate finance, and wealth management, I tailor investing and financial recommendations to your needs. 4. Implement: We agree on a plan and move forward with its implementation. 5. Monitor: Regular check-ins ensure we stay on track, adjusting as needed. With a wealth of experience covering startup to exit, I bring financial solutions for every growth stage. My sweet spot? Companies with $500k or more in sales. As you build your company, consider the end game. One day, you'll sell, and your wealth—often 90% of your net worth—tied to the creativity and passion invested in your CPG venture deserves preservation. While no one starts a business solely to exit, the understanding is clear: financial rewards accompany the creation of something remarkable. Your efforts deserve recognition and lasting prosperity for generations to come.

Check out Daniel Evans's verified LinkedIn stats (last 30 days)

Followers
7,149
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0
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