Dave Sinclair is dedicated to guiding business owners through the transition process, helping them align their personal and professional lives with what they truly value. By using his 4-Stage Step Back Process, Dave empowers owners to take an honest step back, uncover what’s most important, and create a purposeful exit plan. His approach supports them in rediscovering meaning, releasing internal blocks, and stepping into the next chapter of their lives with clarity and confidence.
Category Archives: Our Team
Our team has 40 years of combined transaction experience selling businesses which is their life’s passion. So get to know our team and how they can translate their experience and know-how to success for you.
In addition to decades of business transaction and professional experience, our founders are well connected with many of the corporate consolidators and individual buyers in the healthcare industry. If there is a buyer for your practice, we will find it.
Roxanne Arnal
Dr. Roxanne Arnal retired from Optometry at the ripe old age of 42! Roxanne is a Certified Financial Planner® and is on a mission to improve the lives of professionals through their practices. As a self-described Family Chief Financial Officer, Roxanne quarterbacks the team members you need on your field. Ensuring you know what questions need to be asked and answered is vital to moving you through the process with confidence. Business transitions are some of the largest and most critical decisions in your life and you deserve to know that you have considered all aspects of your choice. You deserve to know about the financial and emotional impacts of these decisions.
Roxanne is also an avid dreamer, gardener, scrapbooker, and mother of two young adults. She loves numbers and chocolate (great quality chocolate). She enjoys spending time outside and laughing.
Raj Manek
Raj takes has been selling businesses for nearly 20 years with a finance and accounting background. His unique and comprehensive financial skillset is in evidence with his CPA, CA, CBV, ABV, CFF designations. Outside of studying for financial designations, Raj has a wife and two children and his passion is travel. His favourite destinations have been Israel and Greece.