Special Services


Executive Services                                           

4 Key Questions
  • Have you acquired stock through your company retirement plan?
  • Are you an insider at the company or subject to trading windows?
  • Have you been granted company stock options or other forms of equity compensation?
  • Do you own any restricted company stock?

It all starts with a conversation

Executive Services Resources → 



Business Services                                                          

4 Key Questions
  • Are you maximizing the value of your business?
  • How do you prepare to transition your business?
  • How should you structure the sale of your business? 
  • What’s next for you, your family & your legacy?

It all starts with a conversation

Business Services Resources →