Darrie entered the financial services business to provide tailored employee benefits to small-and mid-sized businesses but soon realized that the long-term survival of these businesses hinged on the quality of the financial plans implemented by the owners and senior management. Drawing from her experience as a successful entrepreneur, she realigned her practice to focus exclusively on the business and personal planning needs of the owners and senior management teams of privately held businesses. Darrie's practice is primarily focused in the area of business ownership planning. Her planning process starts with obtaining a thorough understanding of the key concerns, needs and goals of each individual owner. She then uses this information as the basis of developing tailored strategies those owners can easily integrate into their ongoing operations without having to redirect energies from their core business. Having operated businesses herself, Darrie understands that the overall quality of entrepreneurial management depends largely on how well business owners address the interactive components of financial management, employee morale, and ownership succession planning in the context of their own emotional needs. Her experience has helped her to readily identify some of the strengths and weaknesses that impact ongoing financial success and sustained business valuation. Samples of the types of services she provides are as follows:
1.) Risk management by incorporating creditor protection and tax efficient strategies that are of utmost importance when developing succession plans and exit strategies.
2.) Completing estate analysis to prevent unplanned business dispositions to meet unplanned estate tax obligations.
3.) Executive Benefits that are often essential to maintaining the full valuation of a business before, during and after executing a business succession.
Darrie is a registered representative and investment adviser representative of Equity Services, Inc. Darrie is licensed to sell securities in GA, FL, VA and insurance-licensed in CA, CO, FL, GA, IN, KS, LA, MD, MI, MN, MS, NJ, NC, SC, TX, VA, WA.