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
Team Engagement
Engagement is a popular buzzword in the business world today, but what does it mean? Where does engagement begin, and how do you get it? What happens if, like a shocking number of companies, you lack engagement? Please tune in this week as Dennis explores the subject,...
The Role of a CFO in Construction Industry
The construction industry is full of companies that start small with a bookkeeper. They grow a bit, and the bookkeeper gets promoted to controller. Then the firm really takes off, and the controller, the very same human being who 10 years earlier was a humble...
Two Way Communication
Communication is a never ending challenge in the construction industry. Historically, it has been very top-down: supervisors tell direct reports what to do and they do it. That type of one way communication is both fast and simple, but is it the optimum method for...