INDEPENDENT AUTHOR. STORY TELLER. ENTREPRENEUR. 

At age 65, I feel like I'm starting over, by choice, and after a very successful and rewarding career. I retired from my last post for all of about 24 hours and then channeled my energy, ideas and passion into this new, broader venture - bringing experience, expertise and direction to the Professional Services world of Succession Planning. It is what I know and it is what I enjoy. I also have a passion for teaching. Some of my favorite presentations involve a couple of whiteboards, a small room of professional service providers, and three to four hours to sculpt or resculpt the future. Hopefully, that's why you're here reading this.

EXPERT IN SUCCESSION PLANNING AND BUSINESS PERPETUATION.

Business succession planning is what I know, and I know things about this subject matter that most others do not. As one of the few, truly experienced and knowledgeable people in the world of small business Succession Planning, I started out as a securities regulator and securities attorney. That matters because moving stock or equity around is the key to the mechanics. of the process. I cannot imagine how anyone could venture to consult or hold themselves out as an expert on this subject matter without such a background. I've spent more than half my life putting businesses together, making them stronger, sometimes perpetuating them, and sometimes selling them - and then teaching that to multiple generations of entrepreneurs. It's what I do for fun. Now, in my semi-retired state, I focus solely on succession planning for Professional Service owners and leave the selling and M&A work to others; sometimes that is how the story ends. But to be sure, it is your story, and I can help you write it however you wish.