Experience

Generational Equity, LLC

• United States
• Financial Services
• 200 - 300 Employee

• Senior Business Advisor

  • 2019 - Present

  As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation, you’ll be happy with the results and end up with a plan to secure a legacy for your family for generations to come… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation, you’ll be happy with the results and end up with a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a business-conscious team at Generational Equity. With a wealth of experience in owning businesses across a vast range of industries, we’re regularly applying our expertise and sharing knowledge. That means every Senior Business Advisor is more than qualified to assist business owners in flawlessly executing their business plan, whatever it may be. Click Below to Register for Our Conference or Watch A Conference Highlight Video Show less As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation, you’ll be happy with the results and end up with a plan to secure a legacy for your family for generations to come… Show more As a Senior Business Advisor, I get the pleasure of assisting business owners with one of their most significant decisions: how and when to exit. My top priority is for you to gain the knowledge you need to exit on your terms – not someone else’s. I also want to make you aware of all your options and opportunities. It takes some work, but with the right planning and preparation, you’ll be happy with the results and end up with a plan to secure a legacy for your family for generations to come. It’s a pleasure to work alongside a business-conscious team at Generational Equity. With a wealth of experience in owning businesses across a vast range of industries, we’re regularly applying our expertise and sharing knowledge. That means every Senior Business Advisor is more than qualified to assist business owners in flawlessly executing their business plan, whatever it may be. Click Below to Register for Our Conference or Watch A Conference Highlight Video Show less



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