Because of Greg’s experience running a financial services company, he is uniquely qualified to collaborate with tax, legal, and wealth management professionals on the advanced planning successful entrepreneurs require. So often, entrepreneurs have all of their financial eggs in the “Business Basket” and are not fully protected from a tax reduction, asset protection, wealth transfer, and (eventual) exit perspective. Greg’s comprehensive roadmaps address all of these issues and accelerate the enterprise value of the business. Greg helps his clients think through these issues so nothing falls through the cracks.
Greg provides his clients with fresh insights and enables them to take back control of their business. Too often, they feel chained to their business and sacrifice their families and outside lives to make their companies work. Greg helps them shift their perspective to create a business that can run without them, build multiple income streams, and have rich and meaningful personal lives.
Some of the clients that come to Greg have sold businesses or worked with consultants in the past but still struggle to create the life and business they want. His assessments, insights, and advice make exits more profitable and less stressful for even his experienced clients.
In 2021 alone, Greg helped seven owners prepare for and successfully sell their businesses despite the effects of the pandemic on the economy. It accounted for seven families who now have a level of financial security they never knew before that allows them to find new ways to create value and impact their communities.
Since joining Cultivate Advisors in 2018, Greg’s client promoter scores have been among the highest in the entire company because of the results he provides.
Greg is a proud veteran of the 101st Airborne Division. Being a part of the Army made his dad really proud, but when he walked away from a chance to attend West Point, his father jumped on an airplane to talk him out of that decision. After spending the weekend together, he understood why Greg was passing up on that amazing opportunity. It’s an interesting story—ask him about it.