To begin a conversation about your exit, succession or other needs, please contact;
Dan O’Brien, CExP, CPA, CFP, JD
781.410.2300 or firstname.lastname@example.org
Mr. O’Brien is a Certified Exit Planner with the extensive real world and academic credentials needed to help you assess your needs. We would welcome the opportunity to host a no-charge session for you and your family members at our office or your place of business.