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Business Owners

Client Centered

We understand that often times entrepreneurs don’t plan around how to exit their business until it's too late to do comprehensive planning.  Their business is an inherent part of who they are, and they’re often too busy managing it to think about slowing down or retiring.  However, we continue to encounter entrepreneurs who, at some point, decide, "It’s time - now what??”. 

Just as important, we also understand the complicated dynamics that can develop when attempting to steer a successful business through multiple generations of family ownership.

We are passionate about helping entrepreneurs navigate the "ins and outs" of not only the financial - but also the emotional - aspects of planning for a business transition.

Some of our services include: 

  • Business Continuation Strategies
  • Business Exit Strategies
  • Executive/Key Person Compensation Strategies
  • Non Qualified Deferred Compensation Strategies
  • Employee Benefits Strategies
  • Estate Equalization for Family-Owned Businesses

Tim is a Certified Family Business Specialist, a designation conferred by the American College in Bryn Mawr, PA, 

Tim is a founding member of Legacy Advisors Network ("LAN"), a national network of financial professionals dedicated to assisting business owners through the most important financial transaction of their lives - the succession and transition of their business.  Members work directly with business owners and their tax and legal professionals to assist in the creation of transition plans that strive to achieve success for family-owned and privately held businesses and their owners.  To learn more about our unique five-step process, click HERE.

Legacy Advisors Network ("LAN") is not affiliated with MML Investors Services, LLC and are solely responsible for their own products and services provided.