Partner, Strategic Development (USA)
In my 25 plus years in business, the best lessons I’ve learned have come from business owners generous enough to share their stories of success and struggle. My work with Ready for Next is fulfilling precisely because it is fundamentally human – puzzling, complex and deeply interpersonal.
As a business value growth and transition expert, I speak with owners and professional advisors across the USA daily, offering insights and guidance informed by my experiences as an entrepreneur and family business heir.
I’ve founded five companies, all of them with partners, some more successful than others and led a fast-growing global company which became the largest firm of its kind in the world. Most importantly though, I’m the third-generation heir to my family’s 67-year-old custom millwork manufacturing business. The longer I spend learning about and untangling the intricacies of American family businesses, the more I’m reminded of how much I love being part of one.
I possess a master’s degree from Miami University of Ohio, am a Certified Exit Planning Advisor (CEPA), and a Certified Merger and Acquisition Advisor (CMAA). I also serve on the Board of Directors for three private companies, including my family’s business.
When I am not consulting or assisting in the creation of multi-media educational content for business owners and advisors, I am collaborating with insightful people and seeking out new ideas and opportunities to connect with others. Or golfing or fighting for animal welfare – ideally, a little bit of everything.