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About Avodah Strategies, LLC
Avodah Strategies helps business owners who are within 10 years of exiting their business develop and implement clear steps in making the transition successful. Whether you are selling to an outsider, a key employee or family member or another owner, we act as the 'Chief of Staff' in coordinating all of the professional advisors you will need to do this right, on time, finished well and for all the right reasons. We also work closely with the professional advisor community in working on behalf of the business owner. If you are an attorney, a CPA/accountant, a banker, a financial planner, an investment or insurance advisor, a pension expert or a valuations analyst you will benefit by working with us in a collaborative environment. NOTE: We work on a FEE ONLY basis and do not share in any commissions with investment advisors or insurance agents. We offer continuing education credits to Attorneys , CPA's and CFP's. To receive our bi-monthly research and best practices' briefings email me