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Road to Recovery

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Meet the Author

Brett Dearing

Client Advisory

Brett Dearing is a Partner and Exit Planning Specialist in the New York office with almost thirty years of experience working with privately-held businesses and business owners. Brett assists business owners in working through the complexities of transitioning a family business and structuring comprehensive succession plans and growth planning. His specialization is preparing a business […] ...

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Katherine Willis

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Curious about learning more? Let’s talk.

Tell us about yourself and your current financial situation without cost or obligation. Receive an introduction to a wealth management colleague, have a personal conversation, and get your questions answered.

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.