About Us

Milestone Business Advisors, LLC is a business advisory firm founded by an attorney / CPA with diverse professional and executive level experience.

The firm serves as advisor to family businesses, providing guidance and assistance to middle-market family businesses and their owners to help navigate the developmental stages of growth and respond to other unexpected issues.

The firm also provides mediation services to families in conflict or suffering confusion arising out of economic matters or transactions involving:

  • Business Matters
  • Jointly-owned Assets
  • Trust and Estate Administration and Management

Given the founder’s unique blend of experience which is often supplemented with other licensed soft science professionals, the firm’s approach is unconventional, holistic and pragmatic.