Donald Bielen

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Member for 1 year
Professional Expertise
Member Description

My career is focused on helping successful business owners and their families realize value from their ownership, prepare for their exit and preserve and protect the family's assets. In industry parlance, I specialize in ownership transitions, business succession and wealth management for larger closely-held business owners and successful individuals.

Most business owners don’t have well defined objectives, have a comprehensive Transition plan, or know their financial requirements. I help them evaluate the options, define their objectives and craft and implement a well integrated "life plan".

Since 1992, I have had the pleasure of advising well in excess of 200 business transition and succession plans for clients throughout the United States.