Todd is regarded as a leading expert in the nation on Advisor M&A, succession, acquisition, continuity planning (death/disability), business valuation, due diligence, negotiations, deal structuring, acquisition lending and more. He is a published author and has spoken at hundreds of industry events. Todd has won multiple industry awards, including the WM.com Wealthies multiple time and the ThinkAdvisor Luminaires Award. He is often interviewed for and quoted in industry publications and is considered a thought leader in financial services.

In his role with Succession Resource Group, Todd is responsible for the company’s legal aspects including contract review and negotiations, intellectual property, legal compliance, risk management, corporate governance, litigation management, collections, training/education, public speaking and assisting with the company’s overall business strategy. He is also tasked with creating and enhancing services, workflows and deliverables to improve the client experience.  

Fun Facts: Todd is a former NFL Football Agent and spends his time out of the office with his loving wife, Julie, two daughters, Ella and Charleston, their dog Izzy and 20 lbs. cat Tobias (lovingly nicknamed “Tub Tub”). He’s an avid skier and mountain biker. In the summer, his neighbors can hear him cursing about having to mow the lawn and trying to figure out how to astroturf his entire yard.