Nick has spent over 18 years advising small business owners. After many years at Morgan Stanley, he started his own firm to focus solely on closely held business owners who are considering a sale or other transition for their businesses. Nick has deep expertise in service industries and wealth management firms. He has also spent time analyzing hundreds of businesses, across multiple industries, for potential acquisition.

 

Nick has an MBA from the University of Chicago with concentrations in Finance, Entrepreneurship, Strategic Management and Operations Management, as well as a BS in Finance from Minnesota State University. He also holds the CVA®, CFP® and CIMA® designations. Nick lives in Hermosa Beach, California.

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