Testimonials
Testimonials from those we have helped with our family business succession planning expertise.
Nationwide Insurance "Land as Your Legacy" Program
"Kirk clearly possesses a deep and broad professional acumen that extends well beyond his own industry and into the estate, tax, and accounting spheres. More importantly, however, Kirk makes a genuine, selfless, personal investment in his clients that exceeds the retained or even expected service-and often without compensation. I have concluded he does so because he not only enjoys the professional service, but because he creates endeared friendships out of what started as mere client relationships. I have seen these friendships form and last because of Kirk's unyielding professionalism that is based on an "only what is best for the client" approach. He possesses not only a unique balance between business and personal attention, but a unique ability to explain complex principles to clients in an approachable and comprehensible manner. As a result, clients listen to Kirk; they trust Kirk; they follow Kirk's advice. So do I. "
Jeffrey G. Moore, AV-rated attorney

Ready to Write Your Success Story?
Let us help you develop a succession plan tailored to your family business's unique needs.