As a certified exit planner, certified family wealth advisor, and Value Builder expert, I’m revolutionizing how founders prepare for the future. It is a subscription model that gives you 24/7 365 days access to your vital financial and strategic data, supported by a dynamic team to make real-time decisions from anywhere in the world. Welcome to LegacyLine™.

The LegacyLine™ model gives you a central view of critical dates and obligations, from tracking international jurisdictional due dates to personal and family timelines.

My team has developed a holistic approach that integrates business, personal, and financial factors, recalibrating your dashboard every 90 days to ensure you’re always on track for a smooth transition and a path to freedom.

Having experienced firsthand the emotional and financial challenges founders face during business transitions (and missteps that can happen), I created LegacyLine™ as a different way for founders to achieve freedom for themselves and their families, regardless of where they are on their ownership journey.

So, whether it’s navigating the complexities of a global family enterprise or focused on actively increasing business value for your eventual exit, I want to share a simplified process designed to empower your ownership transition readiness and confidence.