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Risk Management

A strategic alliance for Strategic Succession; welcome Ryan Witmeyer

A strategic alliance for Strategic Succession; welcome Ryan Witmeyer

I am pleased to announce my strategic alliance with Ryan Witmeyer. As a wealth strategist, Ryan can create situations to simultaneously minimize tax and accelerate wealth accumulation while achieving risk management objectives. I look forward to introducing you to him. Contact me if you want to know more.


Finance: Risk Management for business owners and lenders

Finance: Risk Management for business owners and lenders

How to simplify the risk management process for lenders when business owners’ assets are insufficient as security and they don’t want to trade equity for cash. Both lenders and business owners can benefit from a deeper understanding of how this process can work. And, how working with an insurance advisor with deep connections to underwriters can save time, money and headaches.

The Ostrich Theory

When you retire, what do you want to do with your business? Sell it for a handsome profit, or perhaps hand it off to your grateful children, who will nurture it and make it even more successful?...