Keith has over two decades of corporate operations experience, overseeing operations for Broker Dealers, Futures Commission Merchants, and Startups. He’s gained decades of real-life experience developing and growing small businesses. His experience with small business success has been focused on sustainable growth and excellent staffing that has led to desirable Exits.
His background developing small businesses has shown him the importance of a team approach and excellent operations and management. Additionally, he’s spent several years studying at UCLA, the “Personal Financial Planning” curriculum to add to my experience and knowledge base in areas such as Taxation, Trusts, Insurance and Investments. He feels privileged and honored to assist clients, and share his years of experience. As a professional business consultant, he offers a unique perspective to clients who are considering their options for an exit strategy.
He can be contacted at any time to discuss developing a satisfying Exit Strategy for your business and explaining the process of buying or selling a business.