Samuel is the Founder of Sam. s Finance, where he specializes in creating continuity and exit strategies for CPA firms. His expertise lies in developing funded buy-sell agreements, key person insurance, and "golden handcuff" incentives to retain top talent.
He is passionate about education, having mentored young adults through the College Renaissance Corps and developed financial literacy programs covering budgeting, credit, and insurance. Samuel also volunteers as a public speaker for high school students, an activity he genuinely enjoys.
Unique fact: To refine his expertise, Samuel has analyzed and audited more than 47 failed buy-sell agreements to identify common gaps and points of failure.
Read the full overview →More than the product, they care about the impact of the product. They prefer to be the ones controlling the conversation or defining the terms. They respond well to strong and respectful communication.
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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