Excel Legacy Group, Llc

I established several successful businesses over the past 30 years which gave me extensive experience buying, selling, and running businesses. This expertise developed over time has allowed me the ability to assist and give the small business owners options for retirement or exiting their business in a dignified way. In addition I hold several board of directors’ positions including one at Healics Holdings, Inc. Milwaukee, WI. An industry-leader and 100% employee-owned ESOP Holding Company with four portfolio companies – Healics Wellness, Healics Clinics, Healics Technology and Core Staffing Group. Prior to transitioning to my BOD position at Healics, I was the President/CEO of Operations at Healics through June 2020. In that position, I implemented a continuous improvement and quality control system that contributed to the company’s high client retention rate. After transitioning to my BOD position I again found myself wanting to help others, so I launched Excel Legacy Group, LLC to assist business owners prepare for retirement or exiting their business in a dignified way. In addition, protecting their legacy, business culture and their trusted employees through ESOP's I also serve on the boards of MMAC and The Granville BID and am a member of the Council of Small Business Executives in addition to supporting several non-profit organizations.