Dana is an expert M&A Advisor leveraging a substantial foundation of entrepreneurial expertise and transactional success to excel within the mergers and acquisitions (M&A) and business brokerage landscape. His entry into the brokerage world was prompted by the recognition of a significant service void during the sale of one of his own companies, which he has since made his mission to effectively address.

Mr. Dana’s background is distinguished by successful ownership and divestiture across diverse sectors, providing him with a first-hand understanding of maximizing enterprise value and executing favorable exit strategies. Prior to launching his advisory career, he owned and operated a franchised disaster restoration company, where he achieved substantial revenue growth and subsequently executed a successful sale.

His broader investment portfolio demonstrates versatile business acumen, including ownership of multiple car washes, several e-commerce stores, and a sophisticated real estate portfolio. This real estate experience spans various asset classes: managing vacation condos and long-term rental townhomes, engaging in new residential construction, and executing buy-and-remodel-for-profit (flipping) strategies.

Further augmenting his expertise, Mr. Dana has direct involvement in the franchise industry, having served as a franchise consultant for a large franchisor. He also provided critical support in launching a SaaS software company start-up, showcasing his ability to navigate the unique challenges of technology and scalability. This comprehensive, hands-on experience across multiple business models ensures he is well-seasoned in the practical realities of business operation, valuation drivers, and transactional advisory.

Mr. Dana’s extensive background ultimately led him to the brokerage realm, where he felt he could best serve other business owners and investors. He applies his deep knowledge of business mechanics, valuation drivers, and negotiation tactics to guide clients through complex M&A processes, ensuring well-informed decisions and successful outcomes. When not advising clients, Mr. Dana enjoys spending time with his wife, Kari, and son, Isaac, often engaging in family activities at Bull Shoals Lake or coaching youth soccer.