Steve DeTray began his career in wealth management in 2004, helping business owners plan for the sale of their companies and the income and estate questions that follow. After selling his own wealth management practice in 2019, he shifted his focus to helping owners prepare their businesses before they sell.

Today Steve is a certified Value Builder Advisor. He uses the Value Builder System to measure what a business is worth, identify what drives that value, and build a practical exit plan. He also helps owners look at specialized tax credits that may apply to their business.

Want to learn how Steve DeTray can help you achieve your financial goals?

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