He is an entrepreneur, salesman, leader, author, facilitator, and public speaker.
He has created many courses for professionals, and has written 2 books and over 300 articles. He’s also the creator of The Business Transition Coach Forum, a three year transition program for business owners to help them prepare themselves and their business for the day they want to slow down or get out of their business. Advisors who wish to develop a strong connection with their clients can be certified to deliver this program to groups or one on one.
- 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