Call Me When... You are working with a business owner and you need some financial modeling done to demonstrate the impacts or tradeoffs of various decisions or scenarios the owner is contemplating.
MBA, Columbia University; Six Sigma Black Belt
Holistic, team-oriented planning. We can quarterback or play a slot role.
Helping business owners maximize wealth when selling a business. We employ an analytical and team approach to considering wealth creation, multi-generational family planning, and philanthropic goals.
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