Sam Skooti

Sam brings a rare combination of financial insight, business experience, and structured problem‑solving shaped by more than 15 years working with companies and advisors to help them grow, scale, and transition effectively. As a Certified Exit Planning Advisor (CEPA®) and Chartered Retirement Planning Counselor (CRPC™) professional, Sam integrates advanced planning frameworks with practical, real‑world business understanding. His background, paired with an MBA and a Lean Six Sigma Yellow Belt, gives him the ability to help entrepreneurs navigate both the strategy and the complexity behind major financial decisions.
Sam focuses on helping business owners turn financial complexity into clarity. He understands that a business is often a family’s largest asset and the foundation of their long‑term goals. His approach brings together the owner’s personal finances, business operations, and future legacy into a coordinated plan that adapts as life and the business evolve.
What Sam Brings to Business Owners
A Central Hub for Complex Financial Lives
Business owners often manage multi‑entity structures, fluctuating revenue cycles, partnership arrangements, concentrated equity, and tax considerations tied directly to operational decisions. Sam provides a coordinated, structured process that aligns both the business and personal planning, giving owners clarity across every moving part of their financial world.
Advanced Guidance Through Growth, Transition, and Liquidity Planning
Whether the focus is expansion, stabilization, or preparing for a future transition, Sam helps entrepreneurs make well‑informed decisions. His CEPA® training supports conversations around value acceleration, exit readiness, transition options, and wealth transfer planning, while his operational background helps owners evaluate liquidity events, business valuations, reinvestment strategies, and leadership succession through a structured, thoughtful lens.
Comprehensive Planning Across Business, Family, and Generational Goals
Business owners often need planning that spans entities, generations, and financial responsibilities. Sam builds strategies that connect all dimensions, including cash management, customized credit solutions, risk management frameworks, retirement and income planning, and trust and estate considerations. This becomes increasingly important for owners with growing families, real estate holdings, or multi‑phase legacy plans.
Strategic Insight Supported by Merrill and Bank of America Resources
Sam leverages a wide range of capabilities available through Merrill and Bank of America, including planning tools, analytics, and broad‑based resources designed to support clients navigating complex financial lives. These institutional capabilities help owners prepare for opportunities, evaluate potential challenges, and stay forward‑looking in their decisions.
A Relationship Built for Real‑World Business Demands
Entrepreneurs move quickly, and their financial plans need to keep pace. Sam maintains a disciplined review rhythm and clear communication approach to ensure plans remain aligned with changing markets, evolving business priorities, and family needs. The goal is to help owners reduce complexity, stay focused on what matters, and make confident decisions at every stage.
Sam works with business owners who want to strengthen their financial foundation, create optionality for the future, and build a legacy that reflects their life’s work supported by a process‑driven advisor who understands both the strategic and operational sides of growing a business.