Greetings SL Members. In 2021 I sold my medium sized firm (just under 1 Billion) to this much larger organization. I love this industry and am interested in meeting great people and firms looking to accelerate to the next level. I'm happy to share my experiences in starting a firm, our own M&A, building a tax team, sharing equity ownership, or our own exit planning strategy.

I enjoy consulting, freelancing, and generally just helping and supporting passionate people. I encourage you to reach out and connect. You never know what can happen in the future!

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