Message from the Founder

Welcome to the BOLD Value website. I founded BOLD Value on the bedrock premise that owners, executives, and employees of middle market businesses deserve a highly consultative yet analytical advisory team dedicated to the broad issues of successful leadership, customized capital, and smooth succession.

To deliver on that premise, we specialize in “harmonizing the capital of business and life”® to help transform our clients’ enterprises as well at their owners, executives, employees, and families – often across generations.

I am truly grateful to our many and varied clients for giving our BOLD Value team the opportunity to serve and practice the fine art of resilient capital planning for business owners.