President
CurrentBill is a professional advisor with over 25 years of experience working with business owners. Understanding that every business owner and their family has a unique situation, Bill helps them plan a well thought out business exit. Bill helps clients navigate through the complexities of a business transition, while working to maximize the value of their business for an eventual sale. As a business owner himself, Bill has personally executed 14 buy/sell transactions and has consulted for many more. Bill is passionate about helping business owners sell or transition their business when they want, for what they need, to the person they choose.As a business owner myself, I understand what’s important to business owners and I enjoy working on the most important financial event of their lifetime. I believe that selling or transitioning a business requires thoughtful planning and guidance to achieve the best results.