A good day for me is when I think, “I’d do this for free,” because I know I made a difference to my clients’ companies and shareholders. When you work with a privately held business owner, you know that their business is a significant part of their life. As a result, not everything is solely a business decision. Sometimes the path forward might have two correct answers, with the right decision being the one that’s more closely aligned with the owner’s personal goals. I provide ownership groups and management teams with advice around many types of decisions, including those related to business investments, succession plans, and buy-side and sell-side transactions.
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