Who I Serve

Business Owners and Senior Executives

I often work with business owners or senior executives who are approaching retiring or selling their business and have invested decades into building successful businesses and careers they are passionate about, and they have not had the time or guidance in figuring out what financial decisions that will best prepare them for an optimal transition out of their business and into retirement.

I believe you deserve to work with someone who is going to talk to you about more than they get paid to talk to you about. Someone who's going to be more than just an advisor, giving advice, but really show up like a leader and help you in all the areas of your life most important to you. I believe you deserve to really live.

Moreover, I believe that you deserve to receive maximum value for your life's work from your business. I also believe that you deserve to create a legacy for your family, which will last for generations.

Finally, I believe that with sound planning and experienced professionals behind them, business owners and executives will be better positioned to transition from their businesses into a life which they can reach their goals to:

●        Take care of people you love
●        Support the causes they care about,
●        Make a positive difference in the world.

Many clients I often work with are unclear of how much money they will need to spend up to 30 plus years in retirement, and they are uncertain if the money they have saved will both last throughout their lives and provide them with the financial independence to do the things that call to them. 

From my experience, business owners and senior executives often have a high percentage of their net worth tied up in their company stock and they are unsure of how to monetize in the most tax-efficient manner to help replace their income and have the ability to maintain their lifestyle throughout retirement.  But more importantly, they want to know if anything happens to them that their loved ones will be well-taken-care-of and that there is a solid plan in place to help carry forward their legacy for future generations.

Business owners and senior executives often come to me experiencing a lack of clarity around both their personal and business goals, an appropriate succession plan, and the numerous considerations around selling their business- such as what valuation is needed to support their lifestyle throughout retirement, when the best time is to sell, how to best preserve what is most important to them, i.e. retaining their employees and the culture they have built, and which buyer would be the optimal new fit to carry forward the mission of the business.  If you find yourself facing the same challenges, I am glad you are here.