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.
- May05 2019 Agency Ownership Summit - Mergers and Acquisition Workshop - May 5-7 2019
- May06 INTERGROWTH 2019 - MAY 6-8
- May07 The Art of M&A Program Management: Scottsdale, AZ - May 7-8 2019
- May22 M&A Conference at Fordham University New York 2019 - May 22-23
- Jun12 Western States M&A Symposium 2019 - June 12 - 13