David works with owners for whom the business is both the largest asset and the least liquid one. His engagements typically begin three to five years before a sale and cover entity structure, retirement plan design and the succession strategy itself.
RoleBusiness Owner Practice Lead
CredentialsCFP?, CEPA
OfficeIndianapolis, IN
Experience16 years
Direct line+1 (000) 555-504
Emaild.okonjo@example.com
