Mar 22, 2023

Henry DeSpain is a retirement plan expert who specializes in helping business owners with their retirement planning. He works to maximize tax savings and retirement contributions for individuals and businesses.

Henry has many years of experience in the Valley. He helps clients understand how to plan for their...

Mar 8, 2023

Donald Laughlin is an experienced consultant and author of four books on leadership, strategic planning, operational excellence, and finance and capital planning. He specializes in helping businesses prepare for an exit and manage the two paradoxes of structural alignment and dynamic alignment. Donald Laughlin...

Feb 22, 2023

Tabatha Lavoie is a corporate attorney who specializes in helping business owners navigate the complexities of selling their business, from corporate documents and contracts to intellectual property and liens. She often deals with clients who are looking to plan for succession, sell their business, or enter into some...

Feb 8, 2023

Ryan Weissmueller founded Fintrepid Solutions with the mission of helping entrepreneurs build and maximize their businesses. Through their process of financial storytelling, Ryan and his team help business owners present their business in the best way possible to buyers. Ryan understands the importance of making a good...

Jan 25, 2023

Heidi Berger has spent years in finance analysis, strategic planning and operations. She specializes in helping companies become more efficient and better at what they do, by identifying, documenting and improving their core processes.

She realized that companies needed to document their processes in order to scale and...