The Felix Group’s driving principle is to improve financial outcomes for people, communities and organizations. Felix is an integrated team of professionals who have dedicated their careers to working along side financial industry advisors, professional business advisors and business owners.
Our partners are industry experts serving owners of privately held businesses around the globe, each heavily investing in ongoing education in order to best serve the needs of their clients. Along our respective journeys as practitioners, innovators, mentors and educators Felix and our partners recognized the same issue: A substantial gap in accessible, relevant and collaborative cross-discipline training in the areas of value building, succession and exit planning strategies for business owners.
Felix has committed to developing professional advisor, business owner and community education programs to increase the collective expertise to impact the number of successful business transitions. Felix is focused on increasing the knowledge and collaborative environment available to owners as they build value in their businesses and prepare them for eventual transition or sale. Better outcomes for business owners means stronger communities, better economic results and a more robustly skilled environment of professional advisors.
The time to shore up our collective knowledge and expertise is now. Globally, the next 10 years will see the largest transition of small and medium enterprises changing hands as baby boomer owners exit or transition out of their businesses.
President & CEO
Director, Education & Program Innovation
Director, Marketing & Communications