Where warm intros come to life.

Craig Morrill

Financial planning for business owners and pre-retirees

Summit Global InvestmentsFinancial Advisory

61· Hot

Fee-based planning, tax-efficient investing, business-owner exit strategies. I run a tight playbook for small-business owners 5-10 years out from selling. Quarterly reviews, not annual flyovers.

Recent activity

Craig Morrill· Summit Global Investments

Intro9d ago

New referral lane: business-owner clients within 5-10 years of selling. I build the exit plan, Roni preps the books, Robert handles the buyer financing on the other side. Three-way handoff, one warm intro from any of you.

↳ tagged Roni Payne

Expertise

Refer this person for

Business-owner exits1 Pre-retirees2 Tax-efficient investing Self-employed retirement plans Estate referrals

Services

Comprehensive planning
Exit / sale planning
Retirement income
401(k) for small biz
Estate coordination

Referral pipeline

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