In 2022, I launched entreVector to unite my expertise, experience, and passion for enhancing the success of closely held and/or family-owned businesses. ♦ Inspire entrepreneurs and their businesses to move more quickly toward their goals. ♦ Execute systemic overhauls for companies interested in improving their processes. ♦ Conduct in-depth assessments to ascertain client needs, determine goals, and develop a customized plan to help achieve those goals more quickly. ♦ Consult… Show more In 2022, I launched entreVector to unite my expertise, experience, and passion for enhancing the success of closely held and/or family-owned businesses. ♦ Inspire entrepreneurs and their businesses to move more quickly toward their goals. ♦ Execute systemic overhauls for companies interested in improving their processes. ♦ Conduct in-depth assessments to ascertain client needs, determine goals, and develop a customized plan to help achieve those goals more quickly. ♦ Consult with clients on individual succession and Exit Planning for businesses. ♦ Blend my creative problem-solving acumen with structured processes, turning ideas into reality through customized advice and the development of new tools. ♦ Foster solid relationships in an environment that values learning in diverse disciplines to bring unique successful outcomes to clients. Show less

In 2016, I became President of BEI, the preeminent Exit Planning resource for advisors to business owners. I led the teams that developed BEI’s software, tools, and programs for advisors. I balanced these responsibilities with the challenges of strategic company planning and managing company operations. I added more responsibilities while maintaining the duties of my former roles. ♦ Led high-performing teams of product development, technology, and customer service specialists, as well as… Show more In 2016, I became President of BEI, the preeminent Exit Planning resource for advisors to business owners. I led the teams that developed BEI’s software, tools, and programs for advisors. I balanced these responsibilities with the challenges of strategic company planning and managing company operations. I added more responsibilities while maintaining the duties of my former roles. ♦ Led high-performing teams of product development, technology, and customer service specialists, as well as operational and administrative staff, vendors, and contractors. ♦ Guided teams through transitions (building and rebuilding) of websites, website hosting, cloud software security, client portal and user accounts, software features, e-commerce, accounting systems, systems integration, content management and delivery systems, LMS platforms, white-label marketing services, client training programs, customer service ticketing systems, and systems administration process documentation. ♦ Created and delivered software, tools, and resources for professional advisors and firms to help them create and deliver customized planning solutions for business clients. ♦ Transformed the company to complete more complex software development in-house. ♦ Managed national network of independent Exit Planning professionals. ♦ Expanded individual, small group, and large national conference opportunities for clients to develop skills, build professional relationships, and drive success. Show less

I was promoted to manage teams of account executives and administrative specialists who supported the success and growth of all BEI clients. ♦ Managed teams that provided client onboarding, training, retention, and systems administration. ♦ Conducted hundreds of one-on-one case consultations with individual and small groups of clients each year to analyze and resolve complex business-planning challenges. ♦ Led teams in building software, tools, and training programs for delivery to… Show more I was promoted to manage teams of account executives and administrative specialists who supported the success and growth of all BEI clients. ♦ Managed teams that provided client onboarding, training, retention, and systems administration. ♦ Conducted hundreds of one-on-one case consultations with individual and small groups of clients each year to analyze and resolve complex business-planning challenges. ♦ Led teams in building software, tools, and training programs for delivery to our clients. ♦ Taught workshops, presented webinars, and demonstrated engaging content through public speaking events to build awareness and train advisors in all aspects of business planning. ♦ Organized and hosted a national conference annually to share expertise and build relationships among members of our client community. Show less

I joined BEI as a subject matter expert in Exit Planning for business owners, tasked with systematizing Exit Planning expertise in scalable software, tools, and resources for professional advisors. ♦ Created entirely new versions of the BEI proprietary software and online tools, as well as enhancements and new features based on client (user) feedback and internal innovation. ♦ Generated a continuous delivery of unique content for clients. ♦ Developed advanced Exit Planning training… Show more I joined BEI as a subject matter expert in Exit Planning for business owners, tasked with systematizing Exit Planning expertise in scalable software, tools, and resources for professional advisors. ♦ Created entirely new versions of the BEI proprietary software and online tools, as well as enhancements and new features based on client (user) feedback and internal innovation. ♦ Generated a continuous delivery of unique content for clients. ♦ Developed advanced Exit Planning training programs to be delivered both in person and online. ♦ Conceptualized and delivered BEI training programs: monthly, one-day, and two-day workshops that educated business advisors on devising plans for the future of their business clients’ companies and ownership. These programs have trained thousands of professional advisors. Show less

Exit Planning for owners of privately held businesses; General Business Law practice; Purchase and sale of business interests; Software licensing agreements; Trademark registration