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 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.
For more on the Prior Diligence and Dynamic Planning frameworks, or to start the Owner Agreement Project, visit btcllc.net.