Phone: (214) 217-7712
Tim’s primary passion is helping closely- and/or privately-held business owners formalize a plan for a successful exit and transition from their business on the most favorable financial terms to successors of their choice. Tim’s passion for planning started with his 22+ year career with the U.S. Marine Corps. He subsequently got involved in personal financial planning for individuals and families as well as business entities and their owners. Tim has helped several major financial services firms develop internal succession/exit planning processes for their representatives. Tim has also helped start, stand-up, and merge several financial and other service businesses.
Tim obtained his BSBA in Business Management while on active duty in the Marine Corps. He is a Certified Exit Planner, Enrolled Agent and an Accredited Investment Fiduciary. He has held the FINRA Series 4, 7, 24, 27, 53, 63 and 66 licenses.
Tim’s a member of The BEI Network of Exit Planning Professionals™ – the most widely respected and successful Exit Planning network in North America. Tim employs the BEI Seven Step Exit Planning Process™, a systematic methodology that is universal in its practice but unique in its outcomes. The BEI Process works because it centers on the client’s goals, situation, and needs, which therefore, allows the clients who implement the BEI Process to exit their businesses on their terms.