Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle

We are pleased to share that Callan Family Office has launched a new offering focused on supporting business owners considering transacting or transitioning their businesses.

The Business & Transaction Advisory Practice will be led by industry veterans Jeff Getty and Lisa Clifford. They educate owners on value optimization, exit option strategies, and value enhancement through due diligence preparation. Additionally, they work closely with the business owner’s legal and tax counsel on transaction structuring to minimize all levels of taxation in alignment with the client’s financial, philanthropic, legacy and estate planning goals.

“Business owners represent a large segment of the U.S. GDP and most owners’ net worth,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “Before selling or transitioning, an owner should ensure that their business is in its strongest possible position to allow them to generate maximum value. Jeff and Lisa have spent decades strengthening companies and preparing them for sale. We are excited to bring them on to lead this practice and deliver holistic support to business owners during all phases of their business lifecycle.”