Chris prepares business owners and their families for the transition of their business through a detailed planning process that includes personal financial modeling, deal evaluation, legacy and wealth transfer strategies, and philanthropic planning.
Chris serves as the personal liaison for the family—leading coordination with other advisors, execution, and implementation throughout and following the transaction process.
Chris understands the nuances of the various approaches to a business transition and how it’s critical to align both the quantitative and qualitative goals of each family.
Through aligning a client’s goals with their existing and future personal balance sheet, Chris creates customized wealth management strategies and aligns the liquid portion of a client’s investment strategy with their business ownership, real estate, and other private investments.