My Bio
I have over 40 years of experience providing consulting services in the areas of business succession and business exit planning for the owners of privately owned business enterprises.

I also provide consulting services to business owners and other high net worth individuals and families in the areas of income, gift and estate tax planning, personal and financial risk management, planning for retirement and lifestyle maintenance and post-transition personal and family financial securities needs analysis and legacy planning.

Practice Philosophy:
I believe that the key to the success of any successful succession or exit plan is to develop and implement an integrated plan that incorporates input from all the owner’s other professional and financial advisors and that clearly defines the role and responsibilities of each of these advisors in the exit planning process. By doing so, the plan that is ultimately developed will not only benefit from the collective expertise of these advisors but will also assure that each advisor is integrally involved in bringing the exit/transition event to a successful conclusion.

I received an undergraduate degree (BA-Psychology) from the University of Minnesota in 1967, a law (JD) degree from William Mitchell College of Law in 1974, a Master of Law in Taxation (LLM) degree from New York University in 1980, a Master of Science in Financial Services (MSFS) degree from the American College in 1980, a Master of Science degree in Financial Analysis from the College for Financial Planning (CFFP) in 2009 and a Master of Science degree in Finance (Investment Management Concentration) from Golden Gate University (GGU) in 2012.

Practice-Related Professional Designations:
In 2008, I was awarded the professional designation of Certified Valuation Analyst (CVA®). This designation, which is awarded by the National Association of Certified Valuators and Analysts (NACVA), recognizes the recipient’s professional knowledge and expertise in the business valuation discipline. To qualify for the CVA® designation, the successful candidate must satisfy a business valuation experience requirement; demonstrate subject matter expertise by passing a comprehensive examination on business valuation theory and practices and complete a business valuation study and prepare a report that is peer reviewed for completeness, accuracy, and compliance with NACVA and other professional standards for content, accuracy and report preparation standards of practice.

Other Professional Designations, Licenses and Professional Organization Memberships:
In 1974, I was admitted to practice law in the State of Minnesota (I am currently inactive) and am admitted to practice before the United States Tax Court. I hold the professional designations of Charter Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Certified Valuation Analyst (CVA®).