“Working with business owners is like great jazz. There are rules of the game and it’s what you put between the notes is when magic happens.”
My passion in life is helping private business owners create extraordinary value with their businesses and lives. I help create this outcome by life experiences that I’ve had. I’m a student, an entrepreneur and a curious observer of life. I read over 50 books a year and have done so for more than 35 years. I’ve attended over 60 workshops and taught over 300 businesses strategic and financial management.
I’ve learned that for me to create outcomes you want requires that I listen well and completely. Asking great questions helps me understand what you want. My job is to help you understand not only what you want to do but also why what you want to do is important for you.
I specialize in working with owners of private businesses. It’s where I have the most interest and where I can add the most value. If you own a business and are interested in a coaching relationship as well as wealth management, I’m your guy.
Whether we work on creating value for your business, helping you find a path to financial independence, solving a business succession issue or getting the right customer or right employees I’ve been there and done that.
I think a great advisory relationship is all about creating a partnership with my clients. I’m a member of your team. I help you figure out what you need and then stick around to make sure your goals become reality. Over the past 35 years I’ve worked with and coached hundreds of businesses.
Success for me comes from the combination of learning and doing. Learning provides best practices and doing provides knowledge on what works in the world of private businesses.
Let’s find some really cool ways to make your business and life better. We’ll both be better for it.
- Jan26 Acquire or Be Acquired: Bankers Conference January 2019
- Mar20 M&A Conference at Wharton San Francisco - March 20-21 2019
- Apr11 TMT M&A Forum USA 2019 - April 11
- Apr23 Mergers and Acquisitions Conference San Diego - Apr 23-26 2019
- May05 2019 Agency Ownership Summit - Mergers and Acquisition Workshop - May 5-7 2019