After 28 years consulting for some of the largest financial institutions in the country — including Curian Capital, TIAA, and Fisher Investments — I left corporate America to do work that actually mattered to me: helping business owners build companies worth owning and exits worth having. Today, as a Certified Exit Planning Advisor (CEPA) and founder of Elite Edge Consulting Group, I work with owners across B2B and B2C industries to unlock enterprise value, navigate complex transitions, and exit on their own terms. Only 5% of owners are truly satisfied with their sale outcome — my entire practice exists to change that number.

After 28 years consulting for some of the largest financial institutions in the country — including Curian Capital, TIAA, and Fisher Investments — I left corporate America to do work that actually mattered to me: helping business owners build companies worth owning and exits worth having. Today, as a Certified Exit Planning Advisor (CEPA) and founder of Elite Edge Consulting Group, I work with owners across B2B and B2C industries to unlock enterprise value, navigate complex transitions, and exit on their own terms. Only 5% of owners are truly satisfied with their sale outcome — my entire practice exists to change that number.

My approach is built on the EPI Value Acceleration framework, real-world process improvement, and a peer mindset — no jargon, no sales pitch, just the kind of honest conversation that actually moves the needle. Whether you're scaling for growth, preparing for a transition, or simply want to know where your business stands today, I believe the best time to plan your legacy is while you're still building it. Let's talk about what's possible — for you, your business, and the legacy you want to leave.