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Eric Donner

Founder - ChFC®, CExP™, CAP®, CLU®

Eric Donner has been helping successful business owners with their business, tax and wealth transfer planning needs for over 30 years. Eric helps business owners think through their unique business and personal challenges, integrating their business succession and individual exit planning needs with their family and philanthropic legacy desires.​Eric’s unique ability is to apply his knowledge and expertise to simplify this complex and sometimes process. Eric serves as facilitator, working side-by-side with the business owner (and theirteam of advisors) to manage and coordinate their unique process.

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