Working with business owners and their families in closely held enterprises I manage a team dedicated to growing transferrable value to prepare our clients ownership transitions when the time is right. I assist on future event pre planning and implementation whether it is an acquisition, sale, internal ownership change, estate or other succession planning goal. This planning includes primary focus on what can be done to multiply the value of your business and when the time is right how best to transition/exit at the best value consistent with the goal at hand. This includes tax and wealth management coordination with your advisors and other specialists.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC (finra.org, sipc.org). Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit avantaxwealthmanagement.com/social_policy for more information.IMPORTANT DISCLAIMER: The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.