A consultant who specializes in finding solutions for the problems of owners of closely-held (owner-managed) businesses, Rick works with business owners to focus on results that create wealth from ownership of a business interest.
As Principal Consultant of BTC, Rick addresses considerations such as business succession, asset protection, marital agreements, and wealth accumulation.
Rick's latest book is Implementing the Buy-Sell Agreement. This book is formatted to be quick and easy to read. It is a parsed treatment of a complex and difficult subject. It is designed to allow the reader, wanting to preserve the value of a business interest, to increase it, and pass the value to heirs, to understand how to make a good beginning of the process. Click for more about the book.
Rick's earlier book, Now What?, deals with the situation of the owner of a profitable business who wishes to build wealth by deriving maximum value from the business. Click for more about the book.
Rick's book written as a guide for advisors is Business Succession Planning - Forms and Practice Manual, published by Data Trace Publishing Company. Click for more about the book.
Rick is a lawyer who practiced litigation and business law for over thirty years. He is experienced in business transactions of all types and understands sophisticated estate planning. He has a special interest in the problems of family-owned enterprises. He is experienced in transactions involving the sale and acquisition of businesses and has helped clients plan and accomplish mergers, tax-free reorganizations, and acquisitions. He assists clients in searching for appropriate businesses, accomplishes investigations of businesses, and implements acquisitions of businesses. Rick conducts presentations concerning business succession issues. Rick has drafted, negotiated, and accomplished the execution of complex shareholder and buy-sell agreements as a part of succession planning for business clients. He has coordinated the client's estate planning with the planning for the client's business interest and distributions from qualified plans. Having drafted entity documents and obtained exemptions for private foundations, public charities, and supporting organizations, Rick has extensive experience with charitable giving.
Rick graduated from Colorado College with a B.A. in Economics cum laude. He graduated from the University of Colorado Law School. He taught Managerial Economics and Risk Management in the MBA program at Morrison University.