Casey Foster, Business Broker: When I started connecting investment groups with business owners, I expected fair negotiations between equals. Instead, I witnessed brilliant entrepreneurs consistently leaving money on the table simply because they didn{t know what they didn{t know.

The breaking point became clear when I witnessed a family lose out on millions in generational wealth due to a lack of succession planning when the business owner exited.

I realized the only way to level this playing field was to take institutional knowledge from the buyer{s side and put it to work for business owners; not as some neutral middleman, but as their dedicated advocate who understands exactly how the other side operates.

Now, business owners enter every conversation armed with the same insights their potential buyers have. They know their true market value, understand deal structures, and have tax-optimized exit strategies.

Every business owner deserves to know what their life{s work is really worth. When you don{t have a plan, someone else will make one for you - and it won{t be in your favor.

Daniel Watkins, CPFA/Wealth Advisor: Daniel{s greatest professional pleasure is helping clients manage the emotional reactions that accompany the ups and downs in the market. Growing up in rural South Mississippi, Daniel never considered finance as a career option, but he fell in love with the coaching and community aspects of the job.

He completed an MBA with a focus on finance to better serve his clients, bringing both academic knowledge and practical wisdom to every client relationship. His approach combines technical expertise with genuine care for his clients{ long-term financial success.

Outside of work, Daniel is an avid outdoorsman who plays golf whenever he can, enjoys his homegrown tomatoes, and truly loves spending time with his wife and family. This balance of professional dedication and personal fulfillment brings a well-rounded perspective to his wealth advisory services.