Areas of Expertise
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
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Business Succession PlanningWhat will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.
