I was invited to lunch last year, where I was asked to analyze the sale of an aeronautical company. The sale was in progress, totaling $3 million gross proceeds. I began working with his CPA, and we designed...

In 2015, I met Ron while on a fishing trip in Texas. He told me that he had developed a patent on a system for power plants across the US. Over many years, he had built a very successful business that...

About 15 years ago, I was called in to evaluate a construction company, and help them create an estate plan. They already had 3 business evaluations completed, and all of them came in at around $30 million....