ABOUT THE AUTHOR

but more Importantly

ABOUT YOU

You are a Smart Woman


You want to own a business


The need is to educate your boss


Then you think, him? OMG. How would that ever happen?


This book; She Owns It - provides just the nudge needed to understand ... 


THE boss. The predicament he (usually) or she is in. The way to solve it for you, for him/her, for the highest outcome for all concerned.


You can overcome the normally impossible glass ceilings that might prevent you from owning the business where you work.


Because, here is the thing, you are the last best hope your boss has to monetize and retire in dignity.


Help you, help him. Read the book.


She Owns It
How a Smart Woman Bought Out the Boss.


As for me. How do I know this stuff. I've done it. I sold my business to two smart women. 


Enjoy your future. You deserve it.

Author, Bill Heestand

If you want to know why a man could write a book for potential women buyers of a business, this is my story. During my thirty-two years in business I successfully bought and sold a family owned business, not once, but four times.

It is with this background that I offer SHE OWNS IT an Ownership Ladder book. You can save for retirement, or you can create retirement. Which would you prefer? I attained a dignified retirement through traditional planning and the sale of the business to two excellent business women. You can read more about their story in the book.  

BACKGROUND

During thirty-two years as a business owner, I grew a company specializing in highly customized retirement, health and welfare benefits and business planning for client companies and their employees.

TODAY

In 2017 I retired at age 60 and relocated to Texas after closing the internal Ownership Ladder sale of my company. Following more than a year of taking stock, reflection, and fun, I created the Ownership Ladder concept to share the mindset and life expertise that helps potential intrapreneurs to the life they have been dreaming about. SHE OWNS IT is the book describing what an Ownership Ladder is and how business women can use it to gain financial independence.

WHAT DOES THIS MEAN TO READERS?

I have used the techniques and strategies covered in the book to build this resume. You’ll notice it doesn’t include a college name or degree anywhere. That is because it is possible to learn highly technical and difficult ideas without a college of the typical sort. That doesn’t mean one can learn it without expert educational resources.

REPUTATION

I'm sorry if it seem immodest but I was considered a leader in my field. In addition to deep retirement plan expertise, I was a pioneer in consumer driven health care benefit financing. Major publications have featured my thoughts and I was a regular speaker at industry conferences.

 

Some of my press and speaking engagements included:

Million Dollar Round Table, The Premier Association of Financial Professionals®: 2018

Featured Interview - 7 ideas to build a marketable practice (succession planning)

Plansponsor National Conference, Succession Success, 2017

Participant Advice Conference, LPL Financial Retirement Partners Pebble Beach, 2016

“Retirement Income Smackdown”, Center for Due Diligence: 2010

“Using Technology in your Business”, NRP National Conference 2009

“Retirement Income Guarantees”, Plan Designs Conference 2009

“Target date vs. Risk Based Portfolios”, Asset Allocation Conference 2009

 

Featured in numerous publications:

Retirement Income Journal, Plan Advisor Magazine, Plansponsor Magazine,
Portland Business Journal, US Department of Labor, Think Advisor.

I was acknowledged as one of the top retirement professionals in the country:

Plan Advisor Magazine’s “Plan Advisors of the Year” nominated 2007, 2008, 2009, 2010 & 2011

401(k) Wire’s “Most Influential Advisors” 2008, 2009 & 2010

I was member of the Committee for the Fiduciary Standard.

I held the prestigious designations CLU® PRP® AIF®

I was a Life & Qualifying Member of the Million Dollar Round Table®.

Several times qualifying for Court of the Table® and Top of the Table®.

I was a member of the Rotary Club of Portland for over 20 years

and served on the Board of Directors and on numerous committees.

I now a member of Toastmasters International and an officer in two clubs.

Bill Heestand

Round Rock Texas

  • LinkedIn Social Icon
  • YouTube
  • Blogger Social Icon
  • Amazon

© 2019 by BOOM! SUCCESSION 

No Advice This Site does not provide advice of any kind. No individual or customized legal, tax, accounting, or investment information or services. Each individual's situation is unique. A qualified professional MUST be consulted to learn and implement any of these ideas in your personal situation.