Anne Lieberman Transition Consultant, SF Bay Area and Maui Anne Lieberman, CLMF, built and sold a successful $100 million AUM financial planning and investment management practice. She knows what sellers want and can help you be the "buyer of choice" for RIA sellers or merger candidates. If you are thinking of selling someday, she will help you put in place today the best infrastructure to support that future sale. She consults in strategic planning, marketing and operations. One of Anne's power tools — we love it here — is the Lefkoe Method, which she uses, in conjunction with her insight. She helps business owners rapidly and completely eliminate patterns of behavior that have stopped them at the door of enormous success. Anne has an MBA from U.C. Berkeley, and is the author of Marketing Your Financial Planning Practice: How to Turn Your Image into Profit, and Mastering Money: How to Create Your Own Financial Plan. She has appeared on radio and television throughout the U.S. and was a financial expert for ten years on KQED's Family Talk. She is listed in Who's Who in America, Who's Who in Finance and Industry, Who's Who Among American Women and Who's Who in Emerging Leaders. Anne can be reached at anne@stockholmcompanies.com