A Career Built on Helping Business Owners Shape Their Future
Advising owners through complex decisions takes more than credentials. It takes experience you can trust. Real insights and guidance from real experience. I’ve spent over 40 years advising business owners across industries, across generations, and across some of the most important decisions of their lives.
Learn More-
30+ years
as Partner and Strategy & Advisory Lead at CPA and advisory firm Kreischer Miller
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18 years
of board experience across more than 10 private and family-owned companies
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40+ years
advising owners, executives, and leadership teams
For many private and family business owners, business is part of who they are, their legacy, and a major part of their lives. When I do my job, I make the owner’s life better.
The Experience Behind the Advice
What I uniquely understand is the mind of the owner of a private and family business and the set of complex issues that they face at a business and personal level. I’ve spent more than 40 years helping business owners navigate the most critical, complex, high-stakes decisions of their lives about growth, succession, transition, family, and legacy. My clients rely on me not just for insight, but for clarity, candor, and a proven process focused on getting difficult things done.
Credentials & Certifications
- BS in Accounting & Business,
DeSales University - 1983 - Certified Public Accountant (CPA) - 1985
- Certified Valuation Analyst (CVA) - 1997
- Certificate in Corporate Strategy,
University of Chicago Graduate School of Business - 2003 - Certified Merger & Acquisition Advisor (CM&AA) - 2009
- Accredited Mindshop Facilitator- 2014
Why I Started Vicari Advisory LLC
Advisor to Private and Family BusinessesI finished a great first career but am not done doing important work that matters: helping business owners build enduring businesses and create shareholder value for themselves and their families. Private and family businesses account for just shy of 90% of GDP and jobs in the U.S. They are the backbone of our economy. Yet, they face many difficult obstacles in building their businesses and remaining privately owned. I started Vicari Advisory to help those businesses endure.
I only play Positive-Sum Games where I can create more value for my client than I get in return. As an advocate and advisor, I build long-term relationships and stay involved so long as I’m helping create real value for the business and improving the lives of the owners.
My Advisory Approach
I combine a background in strategy and finance with deep expertise and insight from over 40 years of advising business owners with a structured process focused on accountability, implementation, and getting results. I’m not here to check a box. I’m here to move the needle and improve the lives of the business owners I work with.
Clients Trust Me To:-
Step into their shoes as an owner and advise like it is my business.
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Provide a structured process based on accountability and rigorous implementation.
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Tell them the truth and speak with candor even when it’s difficult.
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Follow through with practical, results-oriented advice.
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Ask hard questions and be willing to engage in difficult conversations.
Let’s Talk
If you’re starting to think about what’s next for your business, I’m here to help. Fill out the form below, and I will be in touch.
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