BILL BABB
BILL BABB
Bill Babb is a family business consultant who has devoted his 31 year career to helping successful business owners sort through the intricacies of advanced wealth management. He takes great pride in keeping abreast of the rapidly changing world of finance and has a unique ability to dissect complex concepts and communicate them in a clear and concise way that family business owners appreciate.
Having worked with business owners and professionals from nearly every industry, Bill’s clients consistently praise him as “quarterback” for their team of legal, tax, and financial services advisors.
Bill has taught courses in the Duke University Executive Financial Planning Program, been quoted in The Wall Street Journal, Financial Planning magazine, and USA Today, and is a highly regarded speaker on the subjects of estate planning, charitable giving, and closely-held business transfer.
A native Californian, Bill received his degree in Finance from the University of California, Chico. He relocated to Cary, NC from Atlanta in 1996 and became the founding president of the Financial Planning Association – Triangle Chapter. Bill is married with one daughter.
Recent Posts
Winning the “When”
Efficient time management is a fundamental ingredient for success in any industry – especially construction. It’s a rare construction company indeed that doesn’t wish there were more hours in the day. How do great contractors seem to get more out of the 24-hour day...
2iC: What Do You Need From Your COO?
Call it whatever you like: 2iC, GM, Sr. VP, or any other appellation. The fact is effective COOs (just like effective CFOs, etc.) allow CEOs to be better at their jobs. But there is scant literature out there about appropriate roles and duties of COOs. Tune in this...
Efficient Decision Making
Making better decisions than the competition is a major differentiator separating great contractors from merely good ones, yet, most contractors don’t devote effort and practice to improving their decision-making. Please watch Digging Deeper this week as Dennis shares...