The Alliance of M&A Advisors is proud to feature this list of experts of all types:
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.