Marc proactively counsels business owners on financial and tax matters in order to position them well for growth and business succession. He works primarily with equipment dealerships throughout the United States, and has for over 20 years.
Working with dealers’ teams through decades of dramatic change, he enjoys helping as they grow in size, complexity, and value. He delivers operational and strategic planning that encompasses tax, estate, and succession considerations, as well as counseling through and merger and acquisition opportunities and transactions.
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