I grew up watching my grandfather go door-to-door selling his patented cleaning solution. His solution could clean anything, floors, cabinets, carpet, your car, it could even remove stains from your clothes . The cleaner was even environmentally friendly (long before this was a buzz word). To prove it was not harmful my grandfather would even clean his teeth with it. He worked 24/7 his entire life making and selling his cleaning solution.

Then the unexpected happened, he was hit and killed by a car while crossing the street. It was devastating to the entire family until the squabbling began. You see my grandfather failed to implement a plan for his business and his patent in the event of his demise. He had no succession plan. The children started arguing over who would run the business… even though none of them had ever worked for the company. In short order the business lost its best commercial accounts to competitors and the business failed. The family was able to sell the patent but for a penance of what the company was actually worth just a year before.

I learned many valuable lessons from my grandfather. I learned the value of hard work, the value of taking care of my clients and I learned the importance of proper planning. I learned that it is extremely important to have an expert team of advisors and to make sure that my business can thrive without me.

Why This Matters to You

If you’re a business owner planning to sell your company within the next five years, the decisions you make today will have a direct impact on the value of your business and the success of your exit. Between running your company and managing complex issues such as tax planning, succession, cash flow, retirement readiness, charitable goals, and asset protection, it’s easy for critical planning to take a back seat.

I believe most traditional exit planning firms are not designed to serve business owners approaching a major transition. Instead of working with hundreds of clients, I work with a select group of business owners and focus on what is often their most valuable asset—their business.

My role is to help you clarify your exit goals, increase enterprise value, reduce taxes before and after a sale, and coordinate planning with your CPA and attorney so your personal financial plan is ready for life after your business.

Our first conversation is a Discovery Meeting—a straightforward discussion to determine whether we’re a good fit and whether I can add meaningful value to your situation.