Edward founded and sold a variety of private companies in the technology and consulting industry. His twenty-five year background in finance and entrepreneurial situations is relevant to unique private client situations.
Generational Wealth Transfer Consulting
You worked hard to create a business of lasting value. When you begin to plan for your longer-term future, you will benefit from discreet and strategic advice on the issues and process for managing your transition to future generations, including:
Private Company Advisory Services
When you require sophisticated financial and advisory solutions for your business, turn to someone who has the experience and empathy for your business needs:
Entrepreneurial Venture Investment
Ed manages a portfolio of promising start-ups. Please use the "Contact Me" page for submitting investment requests, or for private company purchase/sale opportunities.