80% of privately held business owners fail to sell their businesses.


Of the 20% who successfully do, when surveyed 1 year later, 75% of them "profoundly regret" having done so.


I work with a 5-Step Plan to Exit Your Business Successfully and can build the transition team that will have qualified business owners complete this process confident, certain and grateful for the result that gets produced.

Philosophy of Business - To bring independent resources to the specific needs of my client families and businesses; rather than only what is available through proprietary channels.

Areas of Concentration - Estate Planning Strategies / Wealth Management / Asset Preservation / Retirement Income Strategies / Business Succession / Asset Allocation Strategies / Executive Benefit Strategies / Charitable Gifting Strategies

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