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Our Team

Feel free to reach out to one of our team members below for a complimentary & confidential conversation.

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Bill Gibson, CFP®, RICP®

Partner

 

bgibson.eac@gmail.com

614.440.1069

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Louis Poulin

Founder & Partner

 

lpoulin.eac@gmail.com

914.924.0964

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Our 5-Step Transition Roadmap:

01.

Listen & understand where you are and where you want to be.

02.

Educate you on the landscape & business options available.

03.

Create a customized roadmap and due diligence action plan.

04.

Negotiate the best economic package to meet your goals.

05.

Guide you through the entire transition process.

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