Fact: Over the next two decades, it is estimated that baby boomers and the silent generation will pass down a combined $84.4 trillion in assets to younger generations. Dubbed the “Great Wealth Transfer,” this phenomenon is already underway and will impact millions of families.
Taking the guesswork out of Valuation & Succession Planning
A results-driven business executive and entrepreneur with a data-driven & real world evidence approach, possessing diverse operational experience across various industries that encompasses large enterprises and startups. Passionate about collaboration, yet constructing and overseeing intricate business operations, M&A, Due-Diligence Readiness and Deal Flow. We have demonstrated grace-under-pressure with effectiveness in scaling and leading all teams to achieve substantial results in valuing a business through our proprietary strategy-as-a-service model.