Experience Speaks…So Do Those Who Have Benefitted From It

Harry is extremely proud and honored to have been able to help many Business Owners craft customized Ownership Transference plans for their businesses, and is even more honored that several of them have been moved to speak of their experiences in working with Harry:

I’ve had the pleasure of working with Harry on challenging issues with a number of mutual clients over the years. He’s always brought technical insight, breadth of knowledge, and an engaging analytical approach to each experience.

Bill Cotter, Lisle, IL

It has been my pleasure working with Harry over these past few years. He continues to be our very trusted advisor. He is very knowledgeable and experienced in estate and business succession matters. Additionally, Harry was very patient in explaining insurance, tax and estate technicalities in ways that my wife and I could understand. He listened carefully to our concerns and delivered the most appropriate solutions for our needs.

Jim Stoynoff, Chicago, IL

Harry McCabe is the Midwest’s best authority in Succession Planning, in fact, he wrote the book on that process. He will always be the first person that I would refer a client to for this most important “last act” of the entrepreneur business owner. There are so many things that can go wrong in passing a business on, whether it is to children, a valued employee or an outright sale, that a person of Harry’s experience base is critical to getting the job done right

Stephen Hoxworth

I would like to share with you my experience with Harry McCabe. Harry and I had been acquaintances for years. I own 3 small businesses in the area and have multiple real estate holdings. My investments were all over the place, with no purpose- in a helter skeltar mess. Harry became our (Laura & I) financial quarterback and put all of our assets in order. We needed to separate companies for liability reasons. We established corporations to limit liability. We bought different insurance instruments to help us plan for the future. We feel like we have gone through “Financial Rehab”. Harry helped us immensely.

Frank Trilla, Westmont, IL

Just thinking of you and wanted to send you a quick e-mail to thank you for walking me through the succession planning process. It was very helpful to have a system to follow and sage advice along the way, as I came to an awareness of the path to follow. Thank you for being my sounding board and for being able to raise some questions to heighten my awareness.

Dennis, a Certified Public Accountant, Oak Park, IL

Harry was instrumental in provoking critical thought about our succession plan. After the plan was developed, he held us accountable to take action in implementing the necessary steps.

Richard C. Clouse, Jr., CRPS©, AIF®
President of Asset Management