Our approach is to provoke and challenge owners to be thoughtful and objective so the decision to exit, by sale or succession, the owner's personal and financial goals are clearly recognized and fulfilled. We remain engaged from initial thoughts to final signature. We work closely tax and legal advisors to structure the sale to achieve the most favorable tax treatment and the utmost legal protection for the owner. We also work with the transaction advisor to manage a process that provides the highest price.
As an independent director, I seek to bring fresh and objective insight, deeper business skills, and heightened accountability by formalizing decision and financial and operati...