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Orange County Business Marketing Group

  • What will happen if I don't wake up tomorrow? Or if I die in an accident on the way to the office in the morning?
  • Who will take care of my family when (not IF, WHEN) I am no longer here to do that?
  • How can I be sure that my business is properly valued, and can be passed on to my successors, tax-free?
  • What if, instead of dying, I am only badly injured or disabled, who will run my business while I recover...or don't?
  • What'll I do if my best sales guy (or girl) quits and goes to work for the competition across the street?

These and other overwhelming issues face business owners every day, often keeping you from getting a good night’s sleep. We focus on the tools that are available to assist business owners with succession, exit, and transition issues.

My business career outside the financial services industry (at the vice-president and national manager level) enabled me to review and approve more than a thousand buy/sell agreements, family business successions, and business terminations. How do your personal plans for the future mesh with your business plans?

The truth is that someday you will turn the key in the lock on your office or business for the last time – whether it is your decision, or someone else’s. We can help you develop a financial plan which will allow you to be confident that you have properly provided for your debts, your family, your employees, your business partners, and yourself. We would welcome the opportunity to speak with you about your business and related personal concerns. If you are already among our client groups, we have a special page reserved for you.

If you would like to learn more about us and what we do for our clients, please visit me at I am also present on LinkedIn, Facebook, and Twitter. I hope I can add value to you, your family, and your business.

David Stepek and Cambridge Financial Partners, LLC are not affiliated with or endorsed by any of the agencies listed or any governmental agency.

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