More about me…

Exit Planning

Retirement is an event…Exiting Well is a process

We will all exit. When and how are the only two options. 

                How to finish well is the question.

I want to:

  • Exit now and am financially ready

  • Exit later WHEN I am financially ready

  • Exit now but am NOT financially ready

  • Die at my desk but make sure my firm survives



Free Planning Assessment


Value is calculated…Price is negotiated

Is what you get more important than what you keep?  By combining a Valuation Opinion with an Operational Assessment of their funeral home I help my clients answer this question AND understand how to make it worth more. More important: The minute you sell “Uncle Sam” wants his piece. So, I help you manage what you keep.

Business Advisory

Happiness is… positive cash flow

“It is not that the wrong things are being done. Indeed, in most cases, the right things are being done…but fruitlessly.”

Peter Drucker

I find that people often have a sense that they need to do something. Just as often they have an idea about what they should do. But, it is rare, for one to know how to do it… so, we do nothing.

My singular goal is to help you find clarity, purpose and a path to achieve what you want.

Free Resources


sometimes you can do it yourself

Recent Testimonials & Reviews

  • Michael Owens Testimonial
  • Jodi Clock Testimonial
  • David Hernandez Testimonial
  • David Storke Testimonial
  • Janice Redmond Testimonial
  • Dale Clock Testimonial
  • Mark Anthony Testimonial for Alan Creedy