“My dad and I have worked with Brad for a few years now, as we have been wrestling with management and transition challenges within our family business. What I appreciate about Brad is that he’s not ultimately trying to sell you anything. Many “business advisors” are ultimately trying to steer you towards insurance, complicated legal work, investments, etc. Brad is different in that he’s there to look at your situation as a whole, and provide you unbiased advice based on what he thinks is best. Whether you take that advice, or implement his strategies, is ultimately up to you. He’s great at helping you stay on the path that you decide on, and is always there any time we have a question or need clarification on an issue.”
