Certified Business Transition Expert™

What is a Certified Business Transition Expert™?

I am excited to share that I have recently earned the Certified Business Transition Expert™ designation. This certification allows me to guide business owners through the sale/transition process. Business transitions range from a sale to a third party, an Employee Stock Ownership Plan (ESOP), or to a family member and are typically the single largest event in an owner’s business life. I am happy to now offer this additional experience which will benefit my clients.  Read More

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