I am a seasoned CPA and Certified Exit Planning Advisor with over 30 years of experience helping business owners prepare for and navigate successful exits.

As a co-founder of The Exit Planning Team, I specialize in combining tax strategy, business valuation, and financial analysis to drive growth and transition readiness.

My background includes leadership roles at major firms and advising family-owned and mid-market companies across industries to align their business, financial, and personal goals for a smooth and profitable exit.