I'm a seasoned investment banker specializing in Employee Stock Ownership Plans (ESOPs), M&A and capital advisory services for middle market companies. My passion is to help business owners and employees achieve their financial and personal goals through shared ownership. My transactions have put $2B+ in the hands of selling shareholders and created over a thousand employee millionaires. Our latest initiative, Exit Strategy Mastery, helps prepare owners for any type of sale transaction by walking them through 21 "Must Do's" to maximize wealth when selling their business. (see www.exitstrategymastery.com )