Creative Solutions for Business Owners

Edward founded and sold a variety of private companies in the technology and consulting industry. His twenty-five year background in finance and entrepreneurial situations is relevant to unique private client situations.

 

Generational Wealth Transfer Consulting


You worked hard to create a business of lasting value.  When you begin to plan for your longer-term future, you will benefit from discreet and strategic advice on the issues and process for managing your transition to future generations, including:

  • Financial Literacy of 2nd and 3rd Generations 
  • Business Sale Advisory
  • Tax Planning 
  • Charitable Legacy Development, Social Responsibility Plans 


 Private Company Advisory Services


When you require sophisticated financial and advisory solutions for your business, turn to someone who has the experience and empathy for your business needs:

  • Business Valuations
  • Operational and Financial Efficiency Planning
  • Independent Board Member / Audit Committee Representative 
  • Private Company Purchases - Sales / Mergers
  • Dispute Resolution and Mediation


 Entrepreneurial Venture Investment


Ed manages a portfolio of promising start-ups.  Please use the "Contact Me" page for submitting investment requests, or for private company purchase/sale opportunities.