Jeff is the Director of Business Transition Services in the BDO Special Advisory Services Group. A highly trusted advisor with many years of facilitation and coaching experience, he helps business families, private companies and leading not-for-profit organizations effectively deal with the transition from one stage of their business lifecycle to the next. As a fourth generation who spent several years working in his family’s firm, he thoroughly understands the dynamic challenges facing privately owned businesses.
Over the past 20 years, Jeff has applied his knowledge and experience to help successful organizations adapt a truly holistic approach to planning and preparing for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management transition, and governance structures. In 2003, Jeff earned the designation Certified Management Consultant. The CMC is globally recognized as the highest standard of consulting and adherence to a code of professional conduct.
Jeff is a sought-after presenter and workshop facilitator on such topics as family business, succession planning and strategic business growth.