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

Attitude and Gratitude

Given a choice, would you want to work around people with great attitudes who also express gratitude, or would you rather work in a company where… well, not so much. The answer is obvious, isn’t it? This week watch Digging Deeper as Dennis talks about the importance...

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Four Habits to Maximize the Effects of Recognition

Many of your employees, as much as we all wish this weren’t the case, take compensation and benefits for granted. After all, they can get competitive pay at any construction company, right? How then do you set yourself apart as a contractor that genuinely values...

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Passing The Torch

No matter how talented the entrepreneur, we all have a “shelf life.” For over 30 years, we at FBI have watched senior construction leaders stick around beyond – some well beyond – their effective leadership shelf lives. Doing so is detrimental in a host of ways, and...

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