Succession Planning Lessons from Warren Buffett
When the founder of Louis, a German motorcycle clothing and accessory company, passed away, his widow faced the challenge of selling the business. Through a series of relationship-based connections, the company eventually landed in the hands of perhaps the world’s most famous investor: Warren Buffett. Jim Zipursky, who helped facilitate the deal, recently shared this […]
Silver Oak Securities Welcomes B&B Tax and Financial Services, Expanding Michigan Presence
$125M AUM Tax-Focused Advisory Firm Strengthens Silver Oak’s Multi-Service Capabilities Jackson, TN – February 25, 2025 Silver Oak Securities, recognized by Investment News as one of the fastest-growing independent broker-dealers in 2024, announced today that B&B Tax and Financial Services has joined its expanding network. Based in Ovid, Michigan, B&B manages $125 million in client assets […]
Transition Stories: B&B Tax and Financial Services
When switching broker-dealers in 2024 became a disaster, Dan Bukovcic sought another move…working with people he could get on the phone.
