Experienced Business Transition Strategist with a demonstrated history of working with successful business owners through an intentional process to plan for the unexpected and expected transition of their business.
This is accomplished through a goals based process of creating a plan for the unexpected and expected transition of their business and the resulting impact on the owners personal financial plan. On the business side, these plans generally address the financial and non-financial state of the business, family dynamics, stakeholders, current and expected market conditions (macro and sector), buy-sell, incentive compensation and likely transition paths. On the personal side, these plans generally address personal cash flow needs, estate planning, gifting strategies and philanthropic needs.
Strong community and social services professional graduated from Utah State University - Jon M. Huntsman School of Business.