Call Me When... Considering an exit or sale from a business to understand options available and planning techniques to consider for preserving wealth and ongoing growth
J.D., AEP, TEP
A primary focus of mine is working with owners or senior level professionals in privately held or family businesses to consider pre-exit strategies that will help protect and further grow their wealth post sale or exit.
Transition Planning Certification
Substantial wealth preservation, tax savings and asset protection for current and future generations.
South Florida Founders
1 Year Member
Chapter Leadership Role
Why I'm a Member of XPX
To provide business owners and their advisors with pre-exit planning strategies to help mimimze tax and risk exposure, and enhance future growth opportunities for proceeds received from sale or exit of their business.