BILL BABB

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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

Focus on CLIENTS, Not Just Projects

How come some contractors always seem to pick off the choice work with choice owners? What techniques do they use to get and stay ahead of the business development competition? How do they always seem to know the client’s hot buttons and preferred trade partners? How...

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Three Tips for Keeping Your Mission Front and Center

It may be fairly simple for very small contractors to communicate their mission among a handful of employees. But what happens when contractors grow and add more – sometimes dozens and even hundreds more – people to their teams over time? Then what? Please tune in...

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Selecting and Winning the Right Work

If you’re like most contractors, even the largest ones, most of your business development effort comes just before your presentation is due or the project nears award. The hurry up and rush nature of BD can easily cause a contractor to develop myopia and miss big...

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