
Growth and Exit Planning
Preparing For The Unexpected: Death, Divorce, Or Disability
We all experience unexpected turns, such as the death of a loved one, a divorce, or a disability that alters life as we know it.

We all experience unexpected turns, such as the death of a loved one, a divorce, or a disability that alters life as we know it.
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.


