Let’s Start a Conversation

Whether you're navigating a complex tax issue, preparing for a business transition,
seeking valuation guidance, or simply looking for a trusted advisor,
I'd be happy to learn more about your business and discuss how I may be able to help.

What You Can Expect

When you reach out...

✓ A personal response from me

✓ A conversation about your business and goals

✓ An honest discussion about whether I'm the right fit

✓ If I'm not, I'll gladly point you in the right direction

Connect

I work with business owners across Kentucky and beyond through both in-person and virtual meetings.

Who I Typically Work With

  • Business owners

  • Family-owned businesses

  • CEOs

  • Entrepreneurs

  • Professional advisors seeking resources for their clients

  • Attorneys

  • Bankers

  • Wealth advisors

Frequently Asked Questions

  • Yes. I work with select startups, particularly those preparing for investment, rapid growth, or significant business milestones. Because my practice focuses on strategic advisory services, I'm generally the best fit for companies that have progressed beyond the initial startup phase.

  • Yes. While I'm based in Lexington, Kentucky, I work with businesses and business owners across multiple states. Many of my clients operate in more than one state or are located outside Kentucky, and I regularly advise on the tax and business issues that come with multistate operations.

  • Many of my client meetings are held virtually, making it easy to work together regardless of where you're located. Whether we connect by video, phone, or in person, you'll receive the same thoughtful, personalized guidance.

  • I'll personally review your message and typically respond within one business day. If it appears we're a good fit, we'll schedule an introductory conversation to discuss your business, your goals, and how I may be able to help.