Structure, design, execute exit strategies for business owners to create wealth and legacy in the most tax efficient way / Raise debt & equity capital where needed / Promoter at AmbroseAdvisors - Riverside, CA, US
AmbroseAdvisors is a middle-market investment bank and financial advisory firm focused on guiding and assisting business owners with business succession planning, executing liquidity strategies and capital placements.We have a concentrated focus on the utilization of an Employee Stock Ownership Plan ("ESOP") as an exit planning solution.Our practice includes full-service ESOP consulting and third-party administration ("TPA") services.