Personal Information
Entreprise/Lieu de travail
Washington D.C. Metro Area United States
Profession
Senior Wealth Director - Liquidity Event Management for Business Owners
Secteur d’activité
Finance / Banking / Insurance
À propos
Clay’s practice specialty is assisting Business Owners transition from entrepreneur to investor during full or partial liquidity events, using proven pre and post exit planning methods. As a Founding Member and Chapter Vice Chair of the Alliance of M&A Advisors for DC/MD/VA, he is aligned with the areas most established M&A subject matter experts, and they work together as a team on your behalf to provide the necessary information, resources and tools for a seamless transition.
As a Senior Wealth Director with 26 years of hands on fiduciary, investment, and finance experience, Clay and his team provides planning support and active money management services to help the business owner pr.
Documents
(1)Personal Information
Entreprise/Lieu de travail
Washington D.C. Metro Area United States
Profession
Senior Wealth Director - Liquidity Event Management for Business Owners
Secteur d’activité
Finance / Banking / Insurance
À propos
Clay’s practice specialty is assisting Business Owners transition from entrepreneur to investor during full or partial liquidity events, using proven pre and post exit planning methods. As a Founding Member and Chapter Vice Chair of the Alliance of M&A Advisors for DC/MD/VA, he is aligned with the areas most established M&A subject matter experts, and they work together as a team on your behalf to provide the necessary information, resources and tools for a seamless transition.
As a Senior Wealth Director with 26 years of hands on fiduciary, investment, and finance experience, Clay and his team provides planning support and active money management services to help the business owner pr.