Sue Marsh helps privately held business owners transition their businesses to the next generation. With over 30 years of experience (including eight years as a KPMG tax partner), Sue is deeply committed to helping business owners navigate transitions. She is driven by her belief that focusing on this process helps prevent families and businesses from falling apart.
Sue currently lives in Chicago, where she brings her extensive experience to support business owners through complex transitions.
AIF®, RICP®, CFP®
CFP®, CRPC®, MBA
CFP®
CFP®
CFP®
CLU®, ChFC®, CFP®
CFP®, CFS®, ChFC®
CPFA®
CFP®
CFP®, AAMS®
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