As president and founder of Ownership Advisors, Richard is passionate about helping successful entrepreneurial families create and implement exit strategies that align their wealth and life purpose. Our holistic approach helps owners understand that a successful exit plan is not a transaction but a process to preserve wealth and create legacy. With over twenty years of experience, Richard has authored many articles on business succession, charitable estate planning and wealth transfer. In addition to counseling his own clients, Richard successfully engineered his own exit strategy after 10 years with a prominent local family held business. Richard is a leader and innovator in values-based planning and focuses on helping families maintain harmony throughout the process. Richard and his firm are well versed in the advanced tools and techniques used with private companies to minimize tax and maximize total wealth control. Richard also is a recognized authority on the creative use of employee stock ownership in family firms. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. Please see website section for hyperlinks to FINRA and SIPCThird party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The LPL Financial representatives associated with this site may discuss and/or transact securities business only with residents of the following states: AL, CA, FL, IL, IN, MI, MN, NJ, OH, WA, WI.Specialties: Family Wealth Counseling, Exit Planning, Wealth Management