Ari has more than 20 years of deep experience helping clients increase business profitability and personal wealth by coordinating their business and individual tax planning, estate and gift tax planning, and financial planning strategies. He also has extensive experience establishing and managing financial growth strategies for trusts, partnerships, S-corporations, and C-corporations. Ari has advised business owners from the start-up phase through expansion, purchase, and exit. On an individual level, he works closely with business owners to help them achieve their financial and estate planning goals pre- and post-exit.