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business owners

business ownership is a journey

business ownership is a journey

Business ownership is a journey that I enjoy traveling with my clients.  I have worked with clients from the startup of an enterprise through its maturity, to a possible sale. 

My work with business owners includes:

  • Crafting strategies that include investment and cash management
  • Establishing short and long-term financing for the business and commercial real estate
  • Succession planning.

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