A former commercial banker and participant in numerous business sales and mergers over the years, Lance possesses a wealth of knowledge and experience in the small and family-owned business space, with a particular emphasis on construction, real estate, engineering, and light industrial operations. Today, Lance applies that knowledge to C-suite clients who are transitioning from one phase of life
to another, monetizing their life’s work, and carefully planning for the effective deployment of their capital. Lance is particularly adept at bringing together capable teams of allied professionals to assist his entrepreneurial clients with valuation, transaction structuring, funding, and related advisory needs leading up to and through the business sale transaction. He is equally capable on the other side of the transaction in putting together the resources needed for a client’s investment portfolio, tax mitigation, and estate and philanthropic needs, as well.
