I am dedicated to educating & empowering business owners to Live the Lifestyle they Choose after the transition of their business. With a decade of experience as the Founder & Chief Exit Advisor at ForwardFocus, coupled with over 30 years as a business executive and entrepreneur, I have guided more than 1,800 owners in achieving their goals and dreams. I’ve also completed over 100 Enterprise Value Assessments (Triggering Events in CEPA jargon!) so if you are looking for a partner, or interested in training, we should talk.

It is important for owners to understand that Exiting a business is much different than Selling a business. Selling is simply a transaction...keys for cash!

An Exit is identifying and aligning an owner's personal, financial, and business goals into a comprehensive plan that focuses on growing/preserving their family's wealth. It is giving owners the ability to exit on their terms, their timeline, and their price.