Daniel advises founders and owners of privately held companies, often years before they sell or hand the business to the next generation. He ran operations for a family-owned manufacturer before moving into planning, so he knows what it is like on the other side of the table.

He helps owners prepare the business, the family and the balance sheet for a transition, and he coordinates the bankers, attorneys and accountants involved when the day comes.

Daniel is a CFP® professional and a Certified Exit Planning Advisor.