Welcome to your premiere resource for family business consulting and training.

For over 30 years, Clint has been helping families with their estate and succession planning, as well as providing continuing professional education to tax professionals, attorneys, bankers, trust officers, and lay audiences on a broad range of income and estate tax issues, as well as training advisors on how to keep family-owned businesses with succession.

 

Clint is the primary author of the Ties to the Land curriculum published by Oregon State Extension Service and the OSU Austin Family Business Program.

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In addition to our consulting work, he is currently an adjunct faculty member with the Cannon Financial Institute in Athens, GA teaching classes on trust and estate taxes.

David is a certified Project Management Professional who has been helping teams and organizations solve problems related to integrating technology with business operations for over 15 years. He has broad experience facilitating communication between technical teams, front-line workers, managers, executives and owners.

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David has a heart for helping families and teams understand each other and learn how to work together more effectively.