As a seasoned financial advisor with CPWA certification and a background in psychology, I bring a unique blend of financial acumen and human understanding to the business exit process. With years of experience managing significant assets, I understand the intricacies of financial planning and the importance of maximizing returns. But it's my background in psychology that allows me to appreciate the emotional complexities involved in selling a business, particularly when family is involved.

My role in Investment Holdings LLC centers around identifying businesses that align with our philosophy of win-win exits. My investment thesis focuses on asset heavy businesses with longevity and infrastructure where I see opportunity for upside by continuing the growth trajectory. I specialize in crafting exit strategies that not only meet financial objectives but also honor the legacy that business owners have worked so hard to build. Recognizing the critical role family often plays in these businesses, I prioritize key man protection in our exit planning, ensuring a smooth transition for all involved.

My approach is analytical yet empathetic, aiming to make the exit process as seamless and beneficial as possible for business owners. Whether you're considering a complete exit or a strategic partnership, you can trust that your financial and emotional well-being are of utmost importance to me. Let's work together to create an exit that honors your life's work and sets the foundation for a prosperous future.