Bill has been a professional advisor working with business owners for over 25 years. As a Certified Exit Planner, Bill has developed a disciplined process to assist business owners minimize risk and maximize value as they transition to life after work. As a business owner himself, Bill has a deep understanding of what’s important to business owners and he enjoys working on the most important financial event of their lifetime. Bill believes that selling or transitioning a business requires thoughtful planning and guidance to achieve the best results.

Bill is a Rotary Club Past President.  He enjoys raising funds to send children to summer camp and supports many Rotary projects. In his spare time, you may find Bill riding his motorcycle, woodworking, enjoying music or taking pictures of landscapes.