

With over 30 years of experience in providing financial services to business owners, I focus on preparing you for either an internal or external transition. I help you get “exit‑ready” years in advance with practical steps: valuation readiness, continuity planning, retaining key employees, reviewing buy/sell agreements and family or leadership succession design. You’ll have a coordinated plan with your CPA and attorney and other applicable team experts, clear timelines, and decision support that aligns cash flow, taxes, and risk with your personal goals, so your next chapter is...