Erin is a Certified Exit Planning Advisor who leads all exit planning engagements for BirdsEye Advisory Group and assists on M&A projects.
Her primary areas of focus are exit planning, marketing material development, due diligence and client management.
Ceritfied Exit Planning Specialist
CEPA, MBA, ABCDT
Erin and Carol have worked together at various intervals over the last 15 years, including a stint at Carol’s company, Avian Adventures. Erin is a Certified Exit Planning Advisor, and thus leads all exit planning engagements for BirdsEye; she also assists Carol on most of the company’s M&A projects. Erin’s primary areas of focus are exit planning, marketing material development, due diligence and overall client management.
The majority of Erin’s early career was spent working in small businesses in sales, marketing and operations roles. Her attention to detail, strategic thinking and impeccable follow through allowed her to ascend quickly in each company, becoming a trusted confidante to each business owner.
She holds two Bachelor’s degrees and an MBA from Southern Methodist University, and also holds a dog training certification from Animal Behavior College.
Erin lives with two energetic cats, Pippi and Finn. She is active in the local Dallas shelter and rescue community, regularly volunteering her time in addition to fostering dogs and cats in her home. Erin loves to travel in search of up close and personal animal adventures. She has been fortunate enough to work on a wild animal refuge in Namibia, volunteer with sea otters in Brazil, and walk with gorillas in Uganda, amongst other exploits. She is also an avid tennis fan and is soon going to complete the Grand Slam of tennis by attending all four of tennis’ Grand Slam tournaments.
Owner, Investment Banker, MBA, CM&AA
Exit Planning Advisor, CEPA, MBA, ABCDT