It's our mission to make every business owner exit-ready - on their own terms.
From first valuation to final deal-room checklist, Trelus blends cutting-edge AI with real-world expertise.
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Our Principles
These core values guide everything we do at Trelus, from how we build our technology to how we interact with our customers.
Owners come first.
Yes, we value the trusted advisors in our network, but those advisors must align with us on this principle. Everything we do, from DIY technology to hands-on guidance, is about being of service to owners.
Human-centered innovation.
We embrace technology — but only as a means to make the entire exit process more human. It's about enhancing relationships, not replacing them, and helping owners make thoughtful, informed decisions. Technology is a means to an end, not the foundation of everything we care about.
Empathize deeply.
Owners who are navigating this process are too often overwhelmed. There can be so much pressure. So much uncertainty. We keep this in mind with everything we do. Keep things simple. Make this whole process feel achievable… because it is achievable.
Technology With A Human Touch
Our platform combines the best of both worlds to deliver results you can trust.
AI Precision
Live valuation & risk radar built on financial, industry, and market data.
Human Context
Built by expert exit advisors for nuanced decisions.
Actionable Roadmap
AI engine turns insights into sprints to propel you forward in 90 days.
Our Team
Meet the dedicated professionals working to help business owners achieve their exit goals.

Martin Myers
Co-Founder and CEO

Sean Patty
CFO

Rebecca Smith
Director of Exit Strategy

PennyLu Villanueva
Executive Assistant

Jesse Dunlap
Lead Developer

Ryan Brennell
Director, Product and AI