I believe all government contractors with proper planning and guidance can sell their business for the right price and the right time.  In addition, I believe it is important to work with a wealth manager who has an established network of attorneys, accountants and other key financial and business professionals to help structure and execute an effective, well-timed exit strategy to help get the results they expect.

I often work with busy government contractors who feel unprepared to sell their business. Many are busy running the business and therefore do not know the best time or are unclear about how much the business is worth. Ultimately, they don’t feel like they know their best decisions to maximize the value of their business and end up within the right amount of money to maintain their life style throughout the rest of their live and live their dreams. By utilizing a client centric discovery process I assist them to customized thoughtful approach designed to address each their unique financial goals, including investments, advanced planning and relationship management.

With 28 years’ experience, I’m familiar with the challenges of privately owned government contractor business owners makes him wealth manager of choice for business owners seeking comprehensive wealth management and business succession planning.


Credentials:
FINRA Registered Representative Series 7, 10, 31, 63 and 65
Maryland insurance licensed
CERTIFIED FINANCIAL PLANNER™ professional

Wells Fargo Advisors and its affiliates do not provide legal of tax advice.  Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.  Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC.