Merrill Lynch Wealth Management

Categories

Financial Services/Consulting

About Us

I help small business owners maximize their business potential by being their Chief Financial Officer. As their financial advocate, I implement a three faceted approach. One, I help facilitate a retirement plan to maximize the owner's benefits, empower their employees, and attract talented future employees. Two, evaluate their business balance sheet to utilize all capital efficiently. Three, accelerate their business evaluation for possible exit planning.

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