Co-Founder
Josh Sterling
Wealth Strategist, CLU®, AEP®, CEPA®, CLTC®
Unified Advice · Estate & Trust Planning · Valuation & Exit Strategies
About Josh
Most owners find out what their business is really worth at the worst possible moment: a health scare, a partner dispute, an unsolicited offer. Josh works on that question years earlier, when there is still time to change the answer.
Problems Josh helps owners solve
- You have no idea what your business would actually sell for
- There is no buy‑sell agreement, or it hasn't been looked at in a decade
- Your retirement depends entirely on one illiquid asset
- A partner could leave, divorce, or die and nothing is documented
- You want to hand the business to family without wrecking the family
Areas of focus
Exit planningBuy-sell agreementsBusiness valuationEstate and legacy planning
Ask Josh a question
Your question is sent to NBTBA for Josh. No sales sequence, no retainer.
