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
A True Life Experience Economy Example
You’re seen Wayne and Dennis’ vlogs about the book The Experience Economy any number of times. How might it look when a business gets it 110% right and treats its customers to an unforgettable experience about which they’ll talk for years to come? And what specific...
Action and Inaction
Construction is widely viewed as a fast-paced, action oriented industry. There are times, however, when inaction and reflection are more important than boldly moving forward. Are those instances common, or are they exceedingly rare among successful contractors? Please...
NO MARGIN, NO MISSION: The Ethical Imperative to Make Profits
A person in his late 20s was looking for relief after his first startup company sold. He had run himself ragged trying to secure funding, build his team and product, market and sell it, and negotiating the sale transaction. He was looking for a safe harbor where he...