Managing Director - Investments
Business owners face many challenges in managing their wealth. Since the company or professional practice is one of the business owner’s important assets, our team works to offer customized products and services to help enhance its success and profitability.
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 throughout Wells Fargo Advisors and 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.
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:
Selling a business: Income planning before the sale - Read More
What to consider doing with the family business when you’re ready to retire - Read More
Click Here to Contact Me to Discuss the Unique Needs of Your Business
Wells Fargo Advisors does not provide legal or tax advice.
Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.