Max Haspel, CEPA® is a Managing Director, Senior Wealth Advisor and President of Colony Business Owner Services. With over 25 years of experience, Max leads Colony’s national Business Owner Services practice and its Long Island-based team in serving the needs of successful entrepreneurs and their families. He and his team specialize in advising business owners on exit planning by helping prepare owners, their businesses, and their families for success during and after the transition. Max founded, grew and ultimately exited a business, and has experience in business exits both as an advisor and entrepreneur.
