"When you own a family business, it’s not uncommon to keep the ownership among blood relatives. But as your business continues to grow and thrive, you may find yourself identifying certain non-family members who could help take your company to the next level, even after your retirement. Is transitioning to an employee-owned business the right move for you? What is direct equity ownership, and how can it change the landscape of family-owned businesses?"
If you are interested in hearing more of Craig Toberman’s thoughts on family business succession, please book a call with him.
Craig Toberman is the Founder of Toberman Wealth – a fee-only, fiduciary financial advisor based in St. Louis. He assists families and businesses with strategic financial planning and long-term wealth management. He has over a decade of experience in financial services and has crafted custom financial plans for hundreds of families and businesses.
Craig received a Bachelor of Science (B.S.) degree in Agricultural and Consumer Economics from the University of Illinois and a Master of Business Administration (M.B.A.) degree in Finance from Saint Louis University. He is a Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) charterholder, and Certified Public Accountant (CPA).
Craig is a member of the National Association of Personal Financial Advisors (NAPFA), Fee-Only Network, and XY Planning Network.
Craig lives in the greater St. Louis area with his wife, Ally and son, Hank.