A consultant who specializes in finding solutions for the problems of owners of closely-held (often owner-managed) businesses, Rick works with business owners to focus on results that create wealth from ownership of a business interest. As Principal Consultant of Business Transition Consulting LLC, Rick addresses considerations such as business succession, asset protection, marital agreements, and wealth accumulation.
Rick has had a wide and varied business experience, including being a business owner, managing a retail store, and selling cars. Maintaining a technical interest over his business career, he holds several software certifications. He is a lawyer who practiced litigation and business law for over thirty years and is experienced in business transactions of all types. He has a special interest in the problems of family-owned enterprises. He understands sophisticated estate planning. He is experienced in transactions involving the sale and acquisition of businesses and has helped clients plan and accomplish mergers, tax-free reorganizations, and acquisitions. He assists clients in searching for appropriate businesses, accomplishes investigations of businesses, and implements acquisitions of businesses.
Rick’s latest book is Implementing the Buy-Sell Agreement. This book is formatted to be quick and easy to read. It is a parsed treatment of a complex and difficult subject. It is designed to allow the reader, wanting to preserve the value of a business interest, to increase it, and pass the value to heirs, to understand how to make a good beginning of the process. Click for more about the book.
Rick’s earlier book, Now What?, deals with the situation of the owner of a profitable business who wishes to build wealth by deriving maximum value from the business. Click for more about the book.
Rick’s book written as a guide for advisors is Business Succession Planning – Forms and Practice Manual, published by Data Trace Publishing Company. Click for more about the book.
Rick graduated from Colorado College with a B.A. in Economics cum laude. He graduated from the University of Colorado Law School. He taught Managerial Economics and Risk Management in the MBA program at Morrison University.