Exit strategies for entrepreneurs
ESTATE PLANNING
BUSINESS SUCCESSION
PLANNING
MERGERS & ACQUISITIONS
GOING PUBLIC VIA IPO
ESOPs
Trusted Advisor to Business Owners for 20 Years
For 20 years I have worked as an advisor to business owners and their families. Over those two decades of structuring exit strategies for more than 100 entrepreneur clients, I have developed expertise in estate planning, business sucession planning, buying and selling businesses, mergers and acquisitions, taking companies public through IPOs, and Employee Stock Ownership Plans (ESOPs).
In this context, I often work as a team with my clients' financial advisors, insurance professionals, and CPAs to create holistic exit strategies, estate plans and business succession plans that incorporate their valuable expertise and recommentations.