Principal
CurrentGuiding closely-held companies to design and implement successful strategies in the following key areas:Business Succession PlanningBusiness ConsultingIncentive Planning - Retaining & Rewarding Key EmployeesProject ManagementPersonal and Estate PlanningTax Planning Business Valuation Shareholder Agreement Review Insurance AuditRecommendation DevelopmentDue Diligence - Preparing Companies for SaleTransfer of Ownership to Key EmployeesTransfer of Ownership to Outsiders / Private Equity FirmsPersonal Lifetime Wealth ManagementDebt Planning / Terminate Personal GuaranteesManagement DevelopmentCompensation PlanningBusiness Continuity Planning Risk Mitigation