At Sagemark Consulting our team helps small and middle-market business owners with solutions that help toward meeting their personal exit planning, succession, and business perpetuation needs. We ask the right questions, gather the correct information, and coordinate with the appropriate advisors so you—the owner—can focus on running your business. In turn you receive the critical information you need to make the decisions relative to your exit plan, and the professional help you need during the execution phase. This approach is rooted in the “Serve First” philosophy established in 1947 by one of our legendary managers, Mr. Stuart Smith.
"Our outstanding prestige with our clients today rests on the depth and quality of our work. It rests on our ability to focus on the interests of our clients and to solve their problems." —Stuart Smith
We understand confidentiality when family members, key employees, or a competitive auction are viable options you must weigh. Exit plans are woven into financial, investment and estate plans which allows the business owner to more efficiently allocate their capital. To effectively drive results an owner gains access to our financial partners, our investment banking and private equity relationships, and our tactical use of investment and insurance products sourced through an open-architecture model.
Jeff’s primary area of expertise is in the business owner marketplace advising owners of closely held companies who require exit planning, and succession planning strategies and implementation. His clients benefit from an approach that coordinates accounting, legal, investment, and insurance advisors throughout the exit planning process to identify coordination gaps and financial planning opportunities. Jeff is a seven-time member of Sagemark Consulting’s Private Wealth Services Group and also serves as a member of the prestigious Business Intelligence Institute within Lincoln Financial Network.