Welcome to your premiere resource for family business consulting and training.
 Services |  Training |  Who We Are |  Ties to the Land |
|---|
Who We Are
Clint Bentz and David Bentz are a father and son team of family business consultants and trainers, specializing in estate and succession planning.
Our mission is to help you create a secure foundation that will ensure the success of your family enterprise for generations to come. Let us help you take the first step towards a brighter future.
Clint Bentz, CPA, CMA
Founder & Managing Member
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.
​
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 Bentz, PMP
Managing Member
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.
​
David has a heart for helping families and teams understand each other and learn how to work together more effectively.