facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

How We Have Helped

Case Studies

Successful Entrepreneur Wanted to Focus His Time on Disease Charity

At 53 years old, the owner of a fast-growing small business is looking to spend less time on running his business. He’d like to travel, finance personal interests, and focus on finding a treatment for a disease that affects a family member.

Learn More

Business Owner Sought to Sell Business While Remaining Involved in Investments

While he has a 4-year contract as CEO, this entrepreneur wants to turn attention from managing the day-in, day-out of his business. He’d like to enjoy more leisure time but still wants to be involved in his personal investments.

Learn More

Business Owner Was Ready to Spend More Time Creating Music & Giving Back to His Community

At 45 years old, this talented CEO was expected to receive $35 million from the selling of his business. He now not only wants to create a foundation to expand educational opportunity for kids but also devote time to his musical pursuits.

Learn More

Let’s Write Your Success Story

Reach Out to Talk