Bringing more than 20 years of experience in banking and finance, Jason has partnered with businesses of all sizes, from sole proprietors to publicly traded companies, to drive long-term financial and operational success.
Specializing in Employee Stock Ownership Plans (ESOPs), Jason advises companies on structuring transactions, navigating leadership transitions and executing effective succession strategies.
Jason also co-hosts the “Journey to an ESOP & Beyond” podcast, helping business owners navigate the ESOP transaction process while highlighting its simplicity and dispelling common misconceptions.
Jason’s practical financial expertise and strategic insight make him a trusted advisor for organizations wanting to leverage employee ownership to support growth and preserve legacy
- Certified Exit Planning Advisor (CEPA)
- ESOP Advisory
You don’t spend decades building a company just to hand it over by chance. The right transition protects what you built and gives the people who helped create it a stake in what comes next. Take the time to choose it well.
