I act as a trusted advisor and project manager for your succession, transition, or exit planning process. That means I help you clarify your personal, family, and business goals, assess where the business is today, and then design a practical plan to get you where you want to go — coordinating with your attorney, CPA, and other advisors along the way. Think of it as a concierge service for your business and family’s future, not a one-size-fits-all package.

Your technical advisors each see one slice of the picture: legal, tax, or investments. My role is to understand the whole picture — your business, your family dynamics, and your long‑term goals — and lead the planning process so their work fits together. I don’t replace those professionals; I help you use them more effectively and only when you actually need them, so you’re not paying for disjointed or premature work.

I’m the advisor for you if:

• You own a closely held or family business
• You care about both the value of the company and the well‑being of your family
• You know you it’s important to be planning for succession, transition, or a future sale, but haven’t had the time, clarity, or support to do it
• You’d like a thoughtful, sophisticated guide — not a high-pressure salesperson — helping you make sense of your options

If you’re looking for a quick, pre-packaged answer without conversation, I’m probably not the right choice.

Both. Some owners ultimately decide to sell; others want to keep the business in the family or transition to key employees. My job is to help you explore those paths, understand the personal, financial, and business implications of each, and then put a plan in place that supports the future you want to create.

Every engagement is tailored, but there are common steps:

1. Discovery – We talk about your goals, concerns, family situation, and where the business is today.
2. Assessment & options – I assess your personal, financial, and business position and outline realistic pathways and tradeoffs.
3. Planning & coordination – We design a step‑by‑step plan, bring in the right advisors at the right time, and define milestones and deliverables.
4. Implementation support – I help you communicate decisions, keep the process moving, and adjust as needed.

We move at a deliberate pace that respects your day‑to‑day responsibilities and the weight of the decisions you’re making.

Common decisions include:

• Who will own the business in the future, and on what timetable
• How leadership responsibilities will shift over time
• How to treat family members fairly when some are in the business and others are not
• Whether to grow, hold, or prepare the company for sale
• How to align your estate and tax planning with the business plan

Underneath those technical choices, we’re also talking about mission, legacy, and what you want life to look like after you step back.

Because each engagement is bespoke, pricing depends on the scope and complexity of your situation. After an initial conversation and a clearer understanding of what you need, I provide a written proposal outlining the phases of work, estimated timeline, and fees. The goal is to be transparent and to help you invest in planning in a way that creates long‑term value and reduces risk.

I work with clients virtually / in person / hybrid and can accommodate family members in multiple locations. For key family meetings, we’ll decide together whether an in‑person or virtual format will be most effective.

You don’t need to prepare a formal packet. It’s helpful if you can:

• Share a brief history of the business and ownership
• Describe your top 2–3 goals or concerns
• Tell me who is currently involved (family and non‑family) and how

From there, I’ll ask questions to help us both understand whether we’re a good fit and what kind of planning support would serve you best.