J.H. Thompson's Page

First Name

Joseph

Last Name

Thompson

Job Title

Partner

Company

Coudrier

Type of Business

Service provider

Transaction Size "Sweet Spot" (USD)

Lower Middle-Market ($10 mm - $100 mm)

City

Baltimore

State

MD

Country

USA

About Me (Company description, Biography, Services I provide):

Coudrier is a private financial advisory practice that specializes in individuals and families that experience a wealth creation or wealth transfer event. We prepare these people to deal with the unfamiliar issues they face from planning to sell a business to what to do after the sale and management of the wealth for generations to come.

Network with Me (Types of transactions I seek, Professionals I like to be referred):

We look for transactions in which the seller is hesitant to sell because of a perception that he/she cannot financially afford the outcome (not enough money) of a fair offer. We meet with these people to prepare a plan based on there desires and aspirations, that removes "perception" from the equation at which point they can make an informed decision.