Upcoming Event: Valuing a Business for Estate Purposes
Society of California Accountants North Bay Chapter Annual Estate & Trust Update
At the Sheraton Sonoma County
My background as a business valuation expert, M&A advisor, corporate development executive and business owner allows me to bring a wealth of knowledge and first-hand experience to closely held and family business owners as they consider their exit options and plan successful ownership transfers. I enjoy educating business owners on these topics, and sharing my expertise with accountants, attorneys, lenders and wealth management professionals. And with baby boomer retirements on the rise, industry groups are increasingly looking for experts to educate their members.
If you want to explore booking me to speak to your group or association, Email or call me at 707-778-2040.
