I’m proud to share my professional story—a journey that has allowed me to help business owners grow, lead, and successfully transition their companies for maximum value. From building systems that drive accountability to developing strategies that create legacy, my mission has always been to help entrepreneurs exit with confidence and purpose. Here is my biography.

With over four decades of leadership experience, John Heflebower is a dynamic strategic advisor who blends deep financial expertise with operational acumen to help businesses prepare for transformative growth and successful exits. From his roots in the wine and spirits industry to his advisory roles in cybersecurity and energy management, John brings a unique cross-industry perspective. As a Certified Exit Planning Advisor and Certified Financial Planner, he specializes in guiding mature companies through liquidity events with a focus on maximizing value, mitigating risk, and aligning business goals with personal outcomes. A lifelong learner and communicator, John is committed to helping leaders think beyond the obvious, craft smarter strategies, and build organizations that are ready for what’s next.

Steve McCann is a seasoned executive with over 45 years of experience in accounting, business transition, and strategic planning. Throughout his career at RSM US LLP, Steve demonstrated an unwavering commitment to helping family-owned and closely held businesses navigate complex transitions, particularly as owners approached retirement. With expertise in financial statement auditing, regulatory compliance, mergers and acquisitions, and tax planning, Steve has consistently provided clients with thoughtful, tailored solutions that align their personal and business objectives. His deep knowledge of US GAAP, financial analysis, and business strategy, combined with his strong leadership skills, allows him to deliver results and offer invaluable guidance to organizations facing critical business decisions.