Callan Family Office Launches Business Advisory Practice to Serve Business Owners Through All Phases of their Company’s Lifecycle Jeffrey Getty and Lisa Clifford join Callan Family Office to help clients prepare for the sale and/or transition of their closely-held businesses.
PHILADELPHIA
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May 21, 2024 10:00 AM Eastern Daylight Time
Callan Family Office, a registered investment advisor serving ultra-high-net-worth families, family offices, foundations and endowments across the United States, today announced the launch of a new offering focused on supporting business owners considering transacting or transitioning their businesses.
The Business & Transaction Advisory Practice will be led by industry veterans Jeff Getty and Lisa Clifford. They educate owners on value optimization, exit option strategies, and value enhancement through due diligence preparation. Additionally, they work closely with the business owner’s legal and tax counsel on transaction structuring to minimize all levels of taxation in alignment with the client’s financial, philanthropic, legacy and estate planning goals.
“Business owners represent a large segment of the U.S. GDP and most owners’ net worth,” said Jack Ginter, Chief Executive Officer of Callan Family Office. “Before selling or transitioning, an owner should ensure that their business is in its strongest possible position to allow them to generate maximum value. Jeff and Lisa have spent decades strengthening companies and preparing them for sale. We are excited to bring them on to lead this practice and deliver holistic support to business owners during all phases of their business lifecycle.”
Getty and Clifford join Callan Family Office from Key Private Bank, where Getty led the family wealth consulting team and founded the Business Advisory practice. During his 14-year tenure, he managed a team of 12 professionals, providing support on approximately 30 to 40 transactions per year.
Getty holds a Juris Doctor and Master of Science in Taxation. In addition, he is a Fellow in the American College of Trust & Estate Counsel (ACTEC®), Accredited Estate Planner (AEP®), Certified Merger & Acquisition Advisor (CM&AA®), Certified Financial Planner (CFP®), and Certified Value Growth Advisor (CVGA®). He is author of the book The Descent is the Real Climb: The Unexpected Truths About Successful Business Transitions.
“Having spent two decades advising thriving business owners, we are thrilled to join a company synonymous with entrepreneurial success,” Getty said. “We look forward to assisting clients of Callan Family Office on how to prepare for this life-changing event.”
Clifford holds the Certified Private Wealth Advisor® designation (CPWA®) and is a Certified Merger & Acquisition Advisor (CM&AA®).
“Unlike other firms, we have an extremely narrow focus: maximize the value of our clients’ businesses in preparation for a sale,” Clifford said. “I’m proud of our work for hundreds of owners, helping them achieve their goals for their businesses and families. I look forward to delivering optimal value to Callan Family Office clients.”
About Callan Family Office
Independently owned and operated, Callan Family Office was founded by experienced wealth professionals to provide investment management, thoughtful personalized advice, and holistic financial planning to ultra-high-net-worth families, foundations, and endowments. The firm's principals have spent their careers serving ultra-high-net-worth clients and institutions. Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Callan Family Office has agreements with Callan LLC to use the Callan ® tradename in providing investment advisory services to the ultra-high-net-worth market segment and to access Callan's institutional quality research, education, and investment guidance experience. Callan Family Office and Callan LLC are independent, unaffiliated investment advisory firms separately registered with the Securities and Exchange Commission under the Investment Advisers Act of 1940.
Callan Family Office (CFO) is the exclusive trademark licensee of Callan LLC. Callan LLC provides products and services to CFO. Clients of CFO are not clients of Callan LLC, and the parties are not affiliated. CALLAN, CFO and the other Callan trademarks and service marks are registered and/or unregistered trademarks of Callan LLC and may not be used without its permission. INVESTMENT ADVISORY SERVICES AND PRODUCTS PROVIDED TO CLIENTS OF CFO ARE PROVIDED SOLELY BY CFO AND NOT BY OR ON BEHALF OF CALLAN LLC. REPRESENTATIVES OF CFO ARE EMPLOYEES AND AGENTS OF CFO AND NOT EMPLOYEES OR AGENTS OF CALLAN LLC.
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