About Keith
More than 30 years helping owners think through major financial decisions.
Keith has spent his career working with business owners, executives, and families on decisions involving accounting, tax, wealth advisory, succession, and business transitions.
A sale may affect retirement income, family wealth, taxes, estate planning, employees, and the owner’s life after leaving the business. Keith helps owners think through those issues before they are forced to make decisions under pressure.
A background built for the exit conversation.
Accounting & Tax
A foundation for understanding financial statements, business economics, and transaction impact.
Management Accounting
A business advisory perspective on how a company actually runs and creates value.
Exit Planning
Training focused on helping owners prepare for transition before a sale begins.
Senior Advisor
Through his affiliation with Edison Business Advisors, Keith helps owners navigate the transaction when the timing is right.
Why owners bring Keith into the conversation.
- He understands the tax side of a transaction.
- He understands the personal wealth impact.
- He understands how buyers evaluate businesses.
- He understands the planning that should happen before a sale.
- He works directly with owners and their existing advisors.
- He does not treat the transaction as the only goal.