Laird Hepburn of Business-owner Strategies Group, LLC is a member of XPX Triangle

Laird Hepburn

Managing Partner

Apex, North Carolina

Professional Profile

Call Me When

Call Me When... You need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.

Contact Method

lwhepburn@bsgadvisers.com or 919.901.1038

Profession

  • Consultant
  • Insurance
  • M&A Intermediary
  • Wealth Manager
  • Professional Certifications

    CFP

    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.

    Transition Planning Certification

    Client Industries

  • Business Services
  • Client Results

    I have assisted three franchise owners and one non-franchise owner in either acquiring or divesting a business.

    Membership

    Triangle

    Member Since

    Member for 2 Years

    Sponsorship Type

    Chapter Leadership Role

    Finance Chair, Treasurer, Board

    Why I'm a Member of XPX

    To build relationships and collaborate with others for the benefit of my clients.