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Having either bought, sold, merged or started more than 40 closely-held companies over the past four decades, Tom Morgan has developed a great appreciation for the psychological impacts that underpin financial motives. Whether on the buy-side or sell-side, issues of "the head and the heart" play a significant role and often go unaddressed by the many professional advisors to the parties. These unspoken gaps dramatically increase their import when any or all of the following apply: multi-generational family business, "my name is on the side of the building," and the company represents greater than 50% of the owners net worth. As a veteran executive coach and financial advisor, Tom Morgan brings his portfolio of experience--good and bad--into each private and confidential planning engagement.

PO Box 2342
Sioux Falls
United States
Transition Planning Consultants
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