What You Will Learn

Ultimately, however, we know the biggest question you will have to answer is, “How can I sell or transfer my company upon retirement?”
These are important questions that require knowledgeable, professional assistance. The Business Owner Advisory Board is here to help. Comprised of four dedicated professionals with experience in a variety of fields, the BOAB provides business owners with analysis, tools, and solutions to help them get the most out of their companies.
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Topics Covered

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The Importance of Business Valuation

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Improving Profitability and Efficiency even in crisis

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Retirement Planning and Business Ownership

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Much more

Located in the Raleigh-Durham area, the Business Owner Advisory Board is comprised of four experienced professionals with a mission to help business owners succeed, particularly at the critical moment when the owner is ready to move toward retirement.

Todd Bailey

Owner and president of KRB Financial (krbfinancialnc.com), an independent financial planning firm. As a former small business owner and marketing consultation for small business owners, Todd specializes in providing personal and business financial services to small business owners.

Todd Bailey, Registered Representative. Securities offered through Cambridge Investment Research Inc., a Broker/Dealer member FINRA/SIPC. KRB Financial and Cambridge Investment Research are not affiliated. We are licensed to sell securities products in NC, CA, CO, FL, IA, IN, MD, VA,MO.

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Mike Sink, PMP

Owner of AdviCoach franchise since 2010 (nc.advicoach.com). Mike draws on his extensive experience in business development, management, engineering, and operations to develop tailored strategies that help businesses of all sizes make positive and sustainable changes.

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Neal Isaacs, MBA, CBI

Owner of VR Business Brokers of the Triangle. Neal uses his experience and knowledge to help people buy and sell businesses. Since a business typically represents an owner’s largest asset, the process of selling it requires dutiful care, expertise, and confidentiality. With his background and experience, Neal brings all of this to his clients.

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Jeff Lyons

Founder and principal of Liquid Capital Business Funding (liquidcapitalcorp.com). With more than 20 years’ experience in business development and management, Jeff assists businesses with their working capital needs.
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