Working with Business Owners

Comprehensive strategies designed around your business needs.

As a Certified Exit Planning Advisor, I work with you to offer customized products and services to help maximize your company’s profitability and enhance its value. By teaming with a network of professionals that I have built over decades or, if you prefer, your existing team of advisors, I can help you identify potential opportunities to explore and obstacles to avoid. This collaboration provides personalized advice and helpful guidance to address the myriad challenges you as a business owner confront.

As a Certified Exit Planning Advisor, I can help you….

Understand the value of your business, both tangible and intangible.

Determine how ready and attractive your company is currently.

Identify your business’ three gaps (value, wealth, profit).

Identify the Range of Value of your company. What is it worth today and what is it potentially worth.

Understand your exit options and how they apply to your company and your exit goals.

Better understand your personal vision and personal financial needs.

Align your business, personal and financial goals.

Create, deliver and maintain periodic action plans helping you de-risk your business and grow value.

Bring the advisory team together and your internal team together to work towards common goals and better collaborate.

Additional Resources

The importance of buy-sell agreements for business owners

Family & business history - Enhancing the connection between money and meaning

Three questions every business owner should be able to answer (the earlier the better)

What is your company worth?

The future value of your business history

Wells Fargo and Company and its Affiliates do not provide tax or legal advice. This communication cannot be relied upon to avoid tax penalties. Please consult your tax and legal advisors to determine how this information may apply to your own situation. Whether any planned tax results is realized by you depends on the specific facts of your own situation at the time your tax return is filed.