Laird Hepburn
Business-owner Strategies Group, LLC
Apex,
North Carolina
Contact
How to contact
lwhepburn@bsgadvisers.com or 919.901.1038
Professional Profile
Call Me When
you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
Professions
Consultant
Insurance
M&A Intermediary
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Charitable giving
Employee benefits
Estate planning
Fiduciary
Financial Modelling
Investments
Philanthropy
Retirement
Risk management
Business Focus
I focus on the unique financial planning needs of business owners. Owners have more levers of control than non-owners which introduces complexities that most planners are ill-equipped to handle.
Professional Certification
CFP
Client Industries
Business Services
Client Results
I have assisted multiple franchise and non-franchise owners in acquiring or divesting a business.
Chapter information
Membership
Triangle Individual
Member since
Member for 5 years
Why I'm a Member of XPX
To build relationships and collaborate with others for the benefit of my clients.
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