Small Cap (Less than $10 mm), Lower Middle-Market ($10 mm - $100 mm), Middle-Market ($100 mm - $500 mm), Upper Middle-Market ($500 mm - $2 billion)
About Me (Company description, Biography, Services I provide):
My goal is to assist clients in wealth accumulation, wealth preservation, and wealth transfer strategies through comprehensive financial planning. The process includes asset allocation, portfolio management, liability management, tax minimization, estate planning, special needs planning, and asset protection.
I also assist executive clients with concentrated stock positions, hedging, and liquidity strategies through alternative investments, collars, and customized strategies. Lastly, I provide succession planning, the private sale of businesses, and have a particular focus on group retirement plans.
Network with Me (Types of transactions I seek, Professionals I like to be referred):
Liquidity events. Business sales. Estate planning needs. Business retirement plans & HNW individuals/families.
Professionals I like to be referred: transactional attornies, CPAs, and business owners seeking advice.
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