Call Me When... You are or know an owner/owners of closely held business that needs trustworthy advice regarding: Trust and Estate planning, Succession planning, advice on selling their closely held businesses at any stage from years away to an uninvited offer.
917 - 685 -1360
Transition Planning Certification
Media and Entertainment
Chapter Leadership Role
Why I'm a Member of XPX
To develop and evolve my expertise in advising business owners and all the unique circumstances they may face.