BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint
WealthPoint’s Partners are nationally-recognized experts in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. They can also address the perils of procrastination as opposed to proactive planning.
Key Client Demographics:
- Age 50+
- Affluent family groups net worth $20M or more
- Executive $500K or more in annual income
- Closely held business $30M+ in annual revenue
- Has children or key employees to succeed them
- May have some planning or advisors in place
As a partner at WealthPoint, Tim Young provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.
Tim has 20 years of experience building a family owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a fortune 500 company.
Working primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for wealth transfers in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.
Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician and loves to contribute time helping others.
ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST
In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.
He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.
EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.
Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.
His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.
Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.
Jon’s Direct Line: 480-760-5809