I grew up in a business owning family. My father was a distributor of electrical supplies and lighting fixtures in the northwest suburbs of Chicago. Through the experience of working in my father’s business, at a very young age, the challenges of being a family in business are engrained in my soul.
Having chosen not to go into my family’s business, I became a Certified Public Accountant and owned my own CPA firm for over 20 years and then did my own transition to be a founding partner in a firm that grew to become one of the most successful middle-market firms in Chicago. For more than a decade after the merger, I continued to work with privately held companies in many industries. The lessons I learned from the business owning families I served enabled me to gain a reputation for recognizing a business’ strengths and challenges and identifying what could hold it back or push it to the next level. Seeing business owners make good and poor business and transition choices made me realize I had a passion for families-in-business, and I decided to focus my expertise and hands-on expertise experienced on a disciplined approach and process tailored to families and non-family stakeholders.
To better service my clients, I have invested heavily in education. In addition to my degree from Northern Illinois University and being a Certified Public Accountant in Illinois. I became a Certified Exit Planning Advisor, a Certified Merger Acquisition Advisor, and a Certified Value Growth Advisor and a Strategic Doing Practitioner. I also became a Certified LX Council moderator for which I moderate Virtual Mastermind Groups in partnership with Growth-Drive LLC.
I hold an Advanced Certificate in Family Business Advising bestowed from the Family Firm Institute. I speak regularly to several organizations and business groups on the Challenges and Perils of Family Business, Value Acceleration and Transition-Readiness. I have written an eBook, several articles and published in Family Firm Institute Publication the Practitioner. I also appear monthly to discuss issues faced by family businesses and restoring value due to Covid 19 on the Morning Blend, televised by TMJ-TV an NBC affiliate in Milwaukee, Wisconsin.