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MEMBER PROFILE

 

Laird Hepburn

Business-owner Strategies Group, LLC

 

Member profile details

Membership level
Triangle Individual
First name
Laird
Last name
Hepburn
Title
Managing Partner
Company
Business-owner Strategies Group, LLC
 

CONTACT INFORMATION

City
Apex
State
North Carolina
 

PROFILE INFORMATION

Call me when
you need help with with buy/sell, retirement plans, key person, personal financial planning, philanthropy, or asset protection.
Why I/we support XPX
To build relationships and collaborate with others for the benefit of my clients.
Profession
  • Consultant
  • Insurance
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Charitable giving
  • Employee benefits
  • Estate planning
  • Fiduciary
  • Financial Modelling
  • Investments
  • Philanthropy
  • Retirement
  • Risk management
Client Industry(ies)
  • Business Services
Professional Certification(s)
CFP
In Business Since
2013
How to contact
lwhepburn@bsgadvisers.com or 919.901.1038
Business Focus
I focus on the unique financial planning needs of business owners. Owners have more levers of control than non-owners which introduces complexities that most planners are ill-equipped to handle.
Client Results
I have assisted multiple franchise and non-franchise owners in acquiring or divesting a business.
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