About

With more than 35 years’ experience in accounting, tax planning, financial and business consulting, Lindsey Torbett has developed a unique set of skills in analysis and advisement. He has helped launch or has invested in more than 20 companies, including a community bank with more than $1.4 billion in assets, and is an active real estate, venture capital and common stock investor. Torbett has been involved as a coach or adviser in business deals and investments totaling more than $500 million. A CPA and Certified Financial Planner, Torbett has 15 years’ experience as a bank board director and audit committee chair. In the last few years, he has focused on assisting clients build and maintain financial independence, and has guided many entrepreneurs to successful business ownership and management. He recently authored the book, “Five Steps to Financial Freedom — A Guide to Leading a Financially-Fulfilled Life “, available at amazon.com

 
 

Blog

5 Secrets to Keeping More of the Money Your Business Makes
So many people and companies made lots of money, but don’t know where it went, and then had to start over or worse. Don’t let ...
 

Business Startup:

The Steps to Success
 

Our Service Levels