Succession Planning Conversation: The Good, The Bad and The Ugly
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As the Managing Partner at WealthPoint, Tim provides his clients consultation on family business, growth, business succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.
Tim has over 20 years of experience building a family-owned 2nd generation product and equipment distribution company into a business that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of the business to a fortune 500 company. He has spent the last 17 years helping business owners and their stakeholders achieve life changing results.
Working primarily with business owners and their families who have a large percentage of their net worth trapped in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for liquidity in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.
As a subject matter expert, Tim regularly speaks at educational events for professional advisors, including wealth advisors, estate attorneys, commercial bankers, and CPAs. Tim’s engagements often involve collaborating with his clients’ professional advisors to help achieve desired business and personal goals.
Outside activities include:
- Co-founder New Freedom (Returning Citizens Program)
- Member of Exit Planning Institute (EPI)
- Speaker, approved consultant, and article contributor for STAFDA
Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician, and loves to contribute time helping others and giving back.
