Professional Services

B2B Services

Skilled B2B professionals to help you maintain, sustain or grow your business.  Get the business-to-business help you need now.

Advanced Etiquette
Name
Syndi Seid
Title
Founder/Director
Business Name
Short Business Description
We help business professionals master the life skills associated with international business protocol and social etiquette that are at the core of accelerating profits, advancing careers, and achieving success in business and life.
Long Business Description

Founded in 1992, Syndi Seid and Advanced Etiquette bring the missing link to a complete professional education, by providing unique learning experiences in the areas of respect, consideration, kindness, honesty, manners, etiquette, and civility; we call world-class international business protocol and social etiquette. We pride ourselves on delivering the most comprehensive information on awareness, strategies, principles, and how-to-do-it to be confident in any business and social situation, anywhere in the world.

Business Website Address
Business Phone Number
415-346-3665
Business Contact Email
Business Address
55 Rowland Way, #1088
Novato CA
94945
Advanced Etiquette provides... "the missing link to a complete professional education"
LinkedIn
Avidan Holistic
Name
Kathrin (Avidan) Graller
Title
CMT, CNC
Business Name
Short Business Description
As a Certified Holistic Nutritionist, my goal is to assist my clients in discovering the benefits of healthy eating and to learn how to listen to the innate wisdom of their own bodies in order to support and sustain health. Good nutrition and lifestyle choices are essential to living a long, healthy and productive life.
Long Business Description

As a Certified holistic Nutritionist, I am a firm believer in educating my clients about whole foods in an easy, friendly, non-intimidating way. Our body has the innate wisdom to regenerate and regulate itself in order to sustain optimal health and function. We can either make food and lifestyle choices that support our bodies or diminish our well-being. My goal is to assist my clients in discovering the benefits of healthy eating and to learn how to listen to the innate wisdom of their own bodies in order to support and sustain health. Making good nutrition and lifestyle choices is essential to living a long, healthy and productive life.

Business Website Address
Business Phone Number
415-845-0253
Business Contact Email
Business Address
526 3rd Street, B4
San Rafael ca
94901
Keywords
holistic nutrition, therapeutic massage, healthy lifestyle, natural vibrant health
Experience the joy of Natural Vibrant Health
Biz Diva
Name
Cynthia Riggs
Title
Biz Diva
Business Name
Short Business Description
The Biz Diva is a seasoned business consultant who has been successfully self-employed since the age of 23 and has built several businesses, including a multimillion dollar company that she sold in 2004.
Long Business Description

The Biz Diva is an expert at supporting established entrepreneurs and small business owners to take their business to the next level of success and profitability through planning, delegation, service/product development, and financial cleanup/expansion. Cynthia specializes in bringing clients into the 7-figure business arena and/or scaling their existing MM company while retaining financial integrity. She is a certified One Page Business Plan consultant since 2006 and knows firsthand the value of creating a road map to guide your business. If you don't know where you are going, it is very difficult to get there!

Business Website Address
Business Phone Number
707-495-1310
Business Contact Email
Business Address
1003 Gravenstein Hwy N.
Sebastopol, CA
95472
Create the business you envision!
LinkedIn
California Sunlight Corporation
Name
Bing Gu
Title
CEO
Short Business Description
Portable solar battery generators for power outages, emergency preparedness, camping, RV, outdoor operations and outdoor recreations.
Long Business Description

California Sunlight Corporation designs, develops, and manufactures portable solar battery generators, portable solar EV chargers, solar lighting, solar chargers, and solar cookers for power outages, emergency preparedness, sustainable living, camping, outdoor operations, and outdoor recreations. These products are compact, lightweight, portable, quiet, no pollution, plug-and-play, safe and easy to use,

As a DGS-certified small business and CPUC-certified MBE, we pride ourselves on delivering high-quality products, exceptional customer service, and a low-price guarantee.

Business Website Address
Business Phone Number
866-675-3548
Business Fax
916-384-0074
Business Contact Email
Business Address
119 Portsmouth Drive
Novato, CA
94949
Have electric power anywhere with sunlight.
LinkedIn
Calmputer Consulting Services
Name
Russell Jackman, Esq.
Title
Owner
Long Business Description

Computer Consulting: Mac & PC, cell phones & tablets, upgrades, training especially for seniors and law offices, troubleshooting, virus removal, installations, internet/WiFi analysis and improvement, minor repairs and strategic technology planning for all technology that small businesses and solo entrepreneurs need by the hour!

Business Website Address
Business Phone Number
415-892-2617
Business Contact Email
Business Address
1419 Johnson St
Novato, CA
94947
"I Take Over Where Control + Alt + Delete Leaves Off"
Christine Elise Style
Name
Christine Tusher
Title
Personal Stylist
Business Name
Short Business Description
Personal Stylist service for women offering closet edits, personal shopping, color analysis, vacation packing, and image consulting.
Long Business Description

Christine Tusher is a personal stylist and the founder of Christine Elise Style. She empowers professional women to speak the language of style to communicate who they are and where they're going the second they step into a room. Christine offers closet edits, personal shopping, vacation packing, and other concierge services in person to Bay Area women and remotely nationwide. You can learn more about her at www.christineelisestyle.com

Business Website Address
Business Phone Number
415-686-0256
Business Contact Email
Business Address
1 Blackfield Dr. #215
Tiburon, CA
94920
Personal styling for the professional woman!
Farmer’s Insurance
Name
GIl Guglielmi
Title
Insurance Professional
Business Name
Long Business Description

15+ years in the insurance industry. I specialize in the areas of business , home and life insurance. I offer free insurance reviews. My goal is that you are properly covered and your assets are protected.

Business Phone Number
415-308-2811
Business Contact Email
Business Address
1001 Bridgeway, Suite B-2B
Sausalito, CA
94965
Business, Home, Life
Gehrig and Kelly
Name
Tom Gehrig
Title
Creative Director / Branding
Business Name
Short Business Description
Tom is an award-winning creative director helping businesses define and implement branding systems and multimedia marketing initiatives.
Long Business Description

Through my Brand RoadMap process, I help businesses large and small to clarify their company's position in the marketplace and build a brand vision for the future. This brand vision will reflect and support the business strategy, differentiate from competitors and resonate with current—as well as targeted—prospective customers. It can include everything from naming the company and creating its logo to implementing multi-media advertising initiatives that focus on achievable goals. My clients include sole proprietors and nonprofits to Fortune 1000 companies.

Business Website Address
Business Phone Number
415.453.5959
Business Contact Email
Golden Gate Sotheby’s Int’l Realty
Name
Carolyn Moren
Title
Realtor
Short Business Description
Caring, attentive service and a wealth of knowledge about Marin real estate. Buy or sell with this extremely dedicated advocate who stays focused on your priorities.
Long Business Description

Carolyn listens to her clients' goals and stays focused on achieving the best results. You can expect ongoing clear and knowledgeable communication, she is a savvy businessperson and strongly advocates for her clients. With an accreditation as a Senior Real Estate Specialist and an innate skill set for working with Seniors and their family members, selling mom or dad's home will be smooth because Carolyn provides service above and beyond normal expectations.

Business Website Address
Business Phone Number
415.505.3013
Business Contact Email
Business Address
189 Sir Francis Drake Blvd, Greenbrae, CA 94904
Home Stewards (GC Division of Healthy Building Science, Inc.)
Name
Alex Stadtner
Title
President
Short Business Description
Home Stewards provides proactive maintenance to keep homes in tip-top shape. We specialize in residential remodels and finding and repairing deferred maintenance.
Long Business Description

We are your full-service, subscription home maintenance and general contracting company, like a concierge for your home. Our service model is for families who want to care for their home, but either don’t have the time, know-how, or gumption to get it done.

HBS has spent more than a decade studying healthy living environments and we are on the cutting edge where building science meets environmental science. We bring this knowledge to Home Stewards so that you may keep your home in good repair and environmentally healthy.

Home Stewards is a Division of Healthy Building Science, Inc., which was founded in 2009 and has grown into a thriving CA Benefit Corporation servicing the greater San Francisco Bay area.

Business Phone Number
415-360-8715
Business Address
369-B 3rd St, #521
San Rafael, CA
94901
We maintain your home, so you don’t have to!
LinkedIn
Indigo Interiors, Inc. dba Stacey Lapuk Interiors
Name
Stacey Lapuk
Title
President/Owner
Short Business Description
Full-service interior design firm serving clients nationwide. An individualized design experience overlain with the principles of Biophilic Design enhancing our clients’ connection to nature for their health, happiness and well-being. New homeowners, new builds and renovations. A comprehensive approach to interiors.
Long Business Description

We design custom and bespoke interiors, truly three-dimensional paintings, in which our clients can live and thrive. Whether one living room or an entire house, we provide interior design services in the greater Bay Area and well beyond—wherever a wonderful project might appear. The style and soul of each project is unique, and our partnership with you is consequently personal and developed with care.

Our specialization in Biophilic Design, enhancing our connection to nature, infuses each project, and has been measurably proven to enhance our happiness and well-being. New homeowners with minimum 6-figure budgets provide the best opportunities for comprehensive design. Our work with divorced men and women help them create their new story, from where they can move forward in their lives with confidence and comfort. Call us at 707-658-2670 for your complementary consultation.

Business Phone Number
707-658-2670
Business Contact Email
Business Address
1809 Castle Drive
Petaluma, CA
94954
We design happiness! Dare to Create Something Extraordinary!
LinkedIn
JGalt
Name
Clay Lansill
Title
Regional Managing Partner
Business Name
Short Business Description
We Help Small Businesses Optimize Cash flow and Manage Growth
Long Business Description

We help business separate their personal and business assets, this protects the personal assets from creditors, we then build a robust corporate EIN profile, using no personal guarantees. While building the corporate profile we improve the corporate fund-ability using a 7-step process, upon attainment of an 80 plus score the EIN is now allowed to access guaranteed corporate credit, at Wall Streets best market rates, no more paperwork, no more documents, just apply and choose your best deal.

We solve many issues for the business owners and specialize in cash flow, business valuation and corporate credit as the foundation of your financial health and well being.

 

Business Website Address
Business Phone Number
415-902-0186
Business Contact Email
Business Address
15 Saddle Wood Drive
Novato CA
94945
Keywords
EIN, cash flow, corporate credit, valuation
We Help Small Businesses Optimize Cash flow and Manage Growth
LinkedIn
Kevin Simmons (Speak Deeply, Play to Belong)
Name
Kevin Simmons
Title
Coach
Short Business Description
Individuals: I help you connect with yourself and then with any audience. Whether it's an interview, speech, pitch, or report, you will bring your absolute best (and will love doing it!).
Groups: Experiences in belonging, acceptance, and inclusion.
Long Business Description

Individuals.
Learning to connect with an audience is having a conversation, not performing. Giving them what you know they want, not guessing. Feeling relaxed and generous, not stressing about outcome or survival. Remaining curious and celebrating them, whether you're pitching, reporting, speaking, or just making small talk. Connection. That's what they'll remember. And, since all connection begins with self-connection, that's where our work begins: with you. What do you need, to be that person who can instill connection in others? Voice, body language, story help? A frank encounter with whatever you're afraid of? Nuts-and-bolts practice, for sure. Wherever you are, that's where we start.

Groups.
The number one identifier of toxic workplaces is lack of belonging. You've tried all kinds of things to get more, from ropes courses to pizza to yoga to mindfulness...
What if there were an experience of belonging that was immediate, transferable, and a lot of fun?
Something your people actually wanted to do? That happened onsite, didn't take the whole day, and began to change culture right way? What if your workplace were the only place they could experience it? The answer is play. Physical play. Embodied DEI that's a gas and a blast, not a chore.
Playtobelong. The name says it all.

Business Website Address
Business Phone Number
707-396-8644
Business Contact Email
I'm the one to select when you want to connect. Playtobelong. The name says it all.
LinkedIn
KuhelBreez HR Consultant
Name
Ginny Kuhel
Title
Owner
Short Business Description
I work with small business owners, who do not have a designated HR person on site.

I manage all the Human Resource needs at the facility, assisting the owners in being compliant with current labor laws and avoiding costly lawsuits.
Long Business Description

As an HR professional with over 2 decades of experience, I specialize in working with small business owners, with 1 -50 employees who do not have a designated HR professional on-site. To be in compliant with the plethora of Calfornia labor laws can be a daunting task for business owners, who do not have the time or resources to understand or manage all the legal aspects of the laws. I manage all the business' Human Resources including but not limited to recruitment, labor law compliance, orientation procedures/requirement, training and development, safety procedures, termination requirements, mediation and conflict resolution. As the business's on-site HR professional, employers and employees have weekly access to a person who can handle their needs and concerns.

Business Website Address
Business Phone Number
415-444-6246
Business Contact Email
Business Address
214 Frustuck Ave.
Fairfax, CA
94930
Law Office of David T. Chapman
Name
David Chapman
Title
Attorney, Certified Mediator
Short Business Description
Advising individuals and businesses in real estate and general litigation, business and environmental law matters.
Long Business Description

The Law Office of David T. Chapman is a full service civil law firm serving clients in Marin County, the greater San Francisco Bay Area, and throughout California. Mr. Chapman practices real estate counseling and general litigation as well as business and environmental law. He handles litigation in state and federal courts and administrative actions before regulatory agencies. The firm advises senior management of domestic and international Fortune 100 companies as well as small businesses and individuals.

The firm focuses on early settlement and alternative dispute resolution such as mediation and arbitration to avoid the costs of litigation.  Some cases are worth taking to trial, others are not. We work closely with clients to assess the risks and benefits of each case. Where litigation is necessary, we fight aggressively to protect our client's rights through trial and appeals.

Business Website Address
Business Phone Number
415.613.9483
Business Contact Email
LinkedIn
LilyPad Senior, Assisted Living Advisors
Name
Lisa Swanson
Title
Owner/Advisor
Short Business Description
LilyPad Senior provides a free service to seniors & their families as they navigate senior living options. We are a local placement, referral agency that will support you through placement and beyond.
Long Business Description

Lilypad Senior, Assisted Living Advisors is a Marin County based referral and placement service. Voted as Best Senior Living Advisor of 2024, we provide a free service to seniors & their families as they navigate senior living options.

We guide clients through the often time consuming, confusing, and emotionally difficult process of finding a senior living community.

We specialize in providing our clients personalized senior living options to help them find the right place for Mom, Dad or themselves. We are with them every step of the way.

Business Website Address
Business Phone Number
415-450-9562
Business Fax
415-450-9562
Business Contact Email
Business Address
926A Diablo Ave #408
Novato, CA
94947
Helping seniors find a soft landing to their next pad. Assisted Living Placement | Advisor
LinkedIn
Lovegarden Meditations
Name
Tarika Lovegarden
Title
Lovegarden Meditations Founder & Meditation Coach
Short Business Description
Lovegarden Meditations provides personalized meditation sessions, weekly private group classes, and specialized courses both in Mill Valley, CA, and online globally. Led by Tarika Lovegarden, we demystify ancient wisdom, teaching effective meditation techniques to help you navigate modern-day challenges, fostering a healthier, happier, and more fulfilling life.
Long Business Description

Lovegarden Meditations offers a comprehensive approach to meditation, nurturing the heart, mind, and spirit. Our method empowers individuals to develop a sustainable meditation practice that supports ongoing personal growth and well-being. With weekly classes and personalized meditation coaching, we cater to both beginners and advanced practitioners, providing a supportive and transformative path to greater joy, freedom, and fulfillment.

Whether you seek to reduce stress, improve mental clarity, or cultivate a deeper sense of inner peace, Tarika Lovegarden provides the tools and guidance you need to transform your life and thrive.

Business Website Address
Business Phone Number
(415) 846-5114
Business Contact Email
Business Address
Mill Valley, California
94941
MH Consulting and Bookkeeping
Name
Mike Hecker
Title
Bookkeeper
Short Business Description
Accounting services that bring clarity and focus to help elevate your business to the next level.
Long Business Description

We are not just bookkeepers. We are partners who share an interest in the long range financial health of your business. We bring clarity to what the numbers actually mean for your business; a deeper understanding. We are interested in our client's businesses, not just their business. The bottom line: We do more to help you grow.

Business Website Address
Business Phone Number
415.320.2164
Business Contact Email
LinkedIn
Miller Pacific Financial Advisors
Name
Leslie Miller
Title
Financial Planner & Investment Manager
Short Business Description
As Financial Advisors, we partner with you; clarifying your financial and life goals. Then we help you make them happen. We are independent, fiduciary, fee-only, and SEC-registered.
Long Business Description

MPFA is an independent, fee-only, financial advisory firm dedicated to helping individuals, families and businesses achieve their financial goals. Because integrity matters, MPFA adheres to the fiduciary standard, putting our clients' interests first in all financial planning and investment management matters. Client assets are custodied at TDAmeritrade or Schwab. Initial consultation is without cost or obligation. Let's talk! Advisory services are offered through Integrated Advisors Network LLC, a SEC Registered Investment Advisor.

Business Website Address
Business Phone Number
415.509.4500
Business Contact Email
LinkedIn
Mutual of Omaha
Name
Homa Rassouli
Title
Reverse Mortgage Specialist
Business Name
Short Business Description
At its most basic, I provide a home equity conversion mortgage (HECM) that is a non-recourse loan or line of credit which allows homeowners 62 and older the ability to access the equity in their home without having to sell their home, give up the title, or continue making monthly mortgage payments. The product is highly regulated and is a government-insured product.

A few benefits of a HECM:
* Access to a line of credit.
* Purchase a new home.
* Liquidity for long term care planning.
Long Business Description

I am a licensed Reverse Mortgage Specialist with Mutual of Omaha Mortgage. I have over 38 years of experience in reverse mortgage field, including 22 years in the financial services and mortgage industries at Wells Fargo Bank and Mutual Of Omaha. I have been the recipient of the prestigious "President's Club" honor for the past 16 consecutive years. I have been honored with providing numerous trainings, seminars, and panel discussions to deliver matter of fact information and
learning knowledge to groups ranging from Novato and San Rafael Chambers of Commerce, Financial
Planning Association, The National Association of Insurance and Financial Advisors, and the Marin Bar Association to name a few. I am actively engaged with The Marin Realtors, North Bay Realtors, Women Council of Realtors, CAL CPA, and Section on Aging.

Just a few ways that a Reverse Mortgage can help my clients are:

Access to a line of credit.
Purchase a new home.
Liquidity for long term care planning.

Business Website Address
Business Phone Number
(415) 717-4618
Business Contact Email
Business Address
7250 Redwood Blvd Suite 300, Office 301
Novato, CA
94945
Nor Cal Mortgage of Marin
Name
Amy Yamamoto
Title
Mortgage Broker
Short Business Description
Local mortgage professional with over 20 years’ experience in residential lending.
Long Business Description

Originally established in 1982, Nor Cal Mortgage of Marin is a local mortgage company specializing in residential mortgage lending.  We are licensed for lending in the state of California. We work hard to find the right loan product to fit each client’s specific situation and then guide that client through their purchase or refinance with expert care and communication. We are honest, diligent, and truly care about serving the best interest of our clients above all else. That is what sets us apart from the rest and makes us “The Trusted Mortgage Broker You Can BANK On”

Business Website Address
Business Phone Number
415-258-1536
Business Contact Email
Business Address
101 Lucas Valley Rd., Suite 384
San Rafael, CA
NMLS # 230939
94903
Keywords
Residential Mortgage Lending
The Trusted Mortgage Broker You Can BANK On
LinkedIn
One Insight
Name
Ana Boa-Ventura
Title
Founder & CEO
Business Name
Short Business Description
One Insight offers you the peace of mind you need to conduct your business. Content marketing and
social media campaigns are key to generate leads and grow a profit. Leave all that to One Insight and
go run your business!
Long Business Description

One insight is a full-service digital marketing agency serving small businesses.
We design effective strategies. We deliver quality leads that impact real sales. Our content is
engaging, our graphics are inspired and our targeting is laser focused..Some of the areas we cover
include content marketing, website development and graphic design.

Our method and different packages allow you as a busy small business owner to be as much - or as
little - involved in the process as you want. From our experience helping dozens of small business
owners like you, we have learned that some small business owners prefer to delegate all their
marketing and SEO efforts, whereas others prefer to be involved at all times every step of the way.
Some prefer to be trained as systems are put in place, so that they can take the lead once they;ve
internalized strategies and learned the tools. So we also provide consulting services for just this
coaching / advising purpose in mind.

Business Website Address
Business Phone Number
512-619-3612
Business Contact Email
Business Address
San Francisco Bay Area
Making the complex look easy and feel beautiful!
Organize It
Name
Keren Geva
Title
Professional Home & Office Organizer
Business Name
Short Business Description
Our Services:
Home & office organizing
Garage organizing
Downsize & purging, donating/sell/toss
Creating efficient storage
Helping with a move to a new home
Helping elderly with a move to assisted living
Creating a system that is tailor-made to each individual by their needs.
Long Business Description

My name is Keren Geva, and I am the founder of Organize It. I enjoy working with people and creating a pleasant environment for them to live and work in. It's important for me to understand my client’s needs and create the right system for them to maintain. The work process is based on full support, guidance, and learning how to manage daily life with order.

I have over 10 years of experience and extensive knowledge that I passionately and dedicatedly share with my clients, and I give an on going support after the project is complete.

I believe that order in our lives allows us freedom, communication, and peace of mind.

Business Website Address
Business Phone Number
415-722-7042
Business Contact Email
Business Address
21 Grove Lane
Novato, CA
94947
Enjoy your space!
LinkedIn
Renata Cambaúva
Name
Renata Cambaúva
Title
Fine Jeweler
Business Name
Short Business Description
Renata Cambaúva is an artist and jewelry designer of the first fine gold crystal necklace in the market that is modular. The necklace is a gold mesh crystal necklace, with movable rondelles that give access to removable gems. This transformative self funded design, embraced a following, won awards, and now aims to transform lives through service in education.

As a designer, she loves jewelry, but her goal is to build a legacy through it. With this work she is gathering assets to help fund the collection to raise more funds to build a vocational and lapidary school for a mining community in Brazil with Gems Keep Giving, a non profit. This endeavor looks to direct attention to artisanal mining through safe, ethical and sustainable practices when extracting and mining the ea ???
Long Business Description

Renata Cambaúva is a fine jewelry designer crafting empowering pieces imbibed with sacred geometry and ancient metaphysical practices that awaken daily rituals, ceremony, and joy. Born in São Paulo, Brazil, Renata Cambaúva infuses her modular fine jewellery pieces with Latin American influences and ancestral traditions that amplify foundational values of beauty, valor and integrity. “I view my jewelry for the body & the soul.” says the designer, “I am inspired by humanity, integrity and beauty that expresses itself with the virtues within and the calling back to humanity.”

Renata Cambaúva’s fine jewellery pieces feature ethically-sourced raw and polished gemstones to create purposeful artifacts that are healing tools to awaken the wearer in discovering their divine purpose and to consider their Higher Self. This is prevalent in the designer’s capsule collections, where stunning multifaceted gemstones are set inwards aligned with sacred geometry to consider the heart in the Portal Collection, raw gemstones are embraced in a mesh cradle inspired by the Tree of Life in the Elo Macrame Collection, and vibrant hand-dyed engineered gemstones express colourful hues related to the ancient energetics in the Chakra Collection.

Renata Cambaúva’s fine jewelry pieces tells a story of connection, spiritual awakening, transformation and ultimately self-acceptance, where the designer asks the wearer - “You are a human, a parent, a friend, a partner, a multitude of avatars, so why should your jewelry be only one thing?”

Renata Cambaúva’s artistry in fine jewelry design was awarded the 2024 CASE Awards by the Jewelers of America, 2024 Retailers Choice Awards by In Store Magazine and 2023 Loupe Project by The Women’s Jewelry Association sponsored by De Beers. The designer’s fine jewellery pieces are currently stocked at Atelier d’Emotion (New York), Kat Mojo (Chicago) and Fiat Lux (San Francisco).

Business Website Address
Business Phone Number
516-426-0372
Business Contact Email
TRANSFORMATIVE FINE JEWELRY
Somatic Matters
Name
Jonathan Frieman
Title
Founder
Business Name
Short Business Description
A whole person approach to body movement and hands-on care through CranioSacral Therapy and Aston-Patterning®
Long Business Description

I combine the soft hands-on modalities of CranioSacral Therapy and Aston-Patterning to help you gain ease in your body and learn to move more easily. That way you can heal innately and learn to adjust to new situations.

At the start of each session we discuss your goals and I observe your movements, asking how you feel in your body. Clients are treated fully clothed on a massage table, and you will be supported with pillows to help you relax and allow your body to engage in its natural healing process. We’ll have you stand a few times during the hour-long session to experience the work so that you can experience the changes.

Business Website Address
Business Phone Number
415-845-1371
Business Contact Email
Business Address
80 Bay Way, San Rafael, CA
94901
A whole person approach to body movement and hands-on care
Your Business Legacy
Name
Don McCrea
Title
Exit Planning Architect
Business Name
Short Business Description
My passion is helping family business owners realize their dreams—for themselves, for their families, for their employees and other stakeholders, and to retire successfully and comfortably. I coach family business owners through a comprehensive exit planning process that ensures the business legacy they've worked so hard for lives on after they transition the business to new leadership.
Long Business Description

Creating a lasting legacy for your family business is a labor of love. When you started your business, you had a vision—a dream of what your business could become and what that would mean for you and your family many years hence. You have poured your heart and your soul into making that dream a reality. You have seen challenges and successes over the years, yet through your passion and belief in your dream, you have persevered and have now begun to enjoy the fruits of your labor.

Unfortunately, a great many family businesses never generate the legacy the founder dreamed of. The Family Business Institute calculates that only 30% of family businesses survive into the second generation, only 12% into the third generation and only 3% into the fourth.

Most family business owners do not know why their business is likely to fail when they are ready to transition leadership and ownership of that business.

We founded Your Business Legacy because we believe in you and in your dream. Our passion is ensuring that you realize that dream to its fullest! We understand why businesses fail at this transition point and what to do to ensure their survival.

Business Website Address
Business Phone Number
+1 949-584-0917
Business Contact Email
Business Address
San Rafael, CA
94901
Keywords
exit planning, exit plan architect, family business, consultant, exit coach, succession planning, exit planning, exit strategy, exit plan, business exit planning, business exit strategy, succession plan, business succession planning
The most complete exit planning process available today!
LinkedIn