Jeff is a senior consultant in the BDO Advisory Services Practice With many years of facilitation and coaching experience, he helps business families, not-for-profits and other enterprises 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 challenges facing privately-owned businesses, their key stakeholders and the high net worth families they support.
Over the past 20 years, Jeff has applied his knowledge and experience to help both for-profit and not-for-profit organizations adapt a truly holistic approach to planning for the future. He has become renowned for his expertise in business strategy, value enhancement, successor development, management transition, and governance structures. In 2003, he earned his Certified Management Consultant designation, which is globally-recognized as the highest standard of consulting and adherence to a code of professional conduct.