The Waldren Difference:
With more than 25 years of experience with serving individuals, families and privately owned business in small and mid- size Government Contractors. The boom and bust nature of the business cycle and the increasingly frequent threat of recessions and stock market sell offs require owners to manage business assets and personal wealth with a short-term focus on financial stability and a long-term focus on growth.
Government contractors business owners in the high tech and professional service space need to plan an exit strategy almost as soon as they finish their initial business plan, particularly in rapidly changing fields like:
Department of Defense
Cybersecurity / Intelligence community
Architectural & Engineering
I’ve interviewed more than 30 people and published several independent research articles on the financial implications of succession planning, including ESOPs that provides exceptional insights into government contracting industry.
I’ve planned and organized various panels around ESOPs and M&A to the government service industry. In addition, I’ve written several articles on ESOPS published in the Washington Technology magazine. Finally, I regularly conduct seminars on retirement plan for individuals.
I’ve established a professional network of attorneys, accountants and other key financial and business professionals to help structure and execute an effective, well-timed exit strategy.
Client centric consultative discovery process that leads to customized recommendations designed to address each client’s unique goals and needs.
Jamie’s long history and familiarity with the challenges of the privately owned business owners in Washington, DC and its suburbs make him the provider of choice for clients seeking comprehensive wealth management and business succession planning.