Testimonials

Working with business owners and their other most trusted advisors to design successful strategies around four key areas:

• Rewarding and Retaining Key Employee
• Strategizing Successful Business Transition to Insiders or a Third Party
• Business Continuity
• Comprehensive Estate Plans

"After 25 years in business, and having purchased businesses, I thought I knew how to go about selling one and planning for retirement. But Byron showed us a number of new ideas that have been a great help. He was deliberate in his method and was thorough in his explanation of the details. It was a valuable eye opening experience. I highly recommend him."

"Without Byron’s patient guidance and expert knowledge of the exit process, we would have made several irreparable mistakes.  Today, we are all secure in our arrangement."

"I would highly recommend Byron to anyone who needs to get their affairs in order. He truly has the client's best interest in his heart!"

-- Jim Murray, President, Murray Drywall

"Byron McFarland has done an outstanding job helping to develop funding mechanisms to support our succession plan and estate planning. He is easy to understand, creative and responsive. I have been very pleased with the results he has produced for me personally and for our company."

-- Owen Palm, General Manager/CEO, 21st Century Equipment

"Byron has proven to be a reliable and enthusiastic advisor. His professionalism and knowledge give one confidence in his advice and suggestions."

-- Steve Anderson, President, Central States Industrial Supply and CPI Sales, Inc.

"Byron and his team provided timely and top notch expertise and assitance to our organization in connection with a very technical and complicated succession plan.  We appreciate all he did to help us implement the plan."

-- John Bergmeyer, Director & Shareholder, First State Bank

"Byron’s expertise was invaluable in the Risk Management Planning when I owned my business and the Estate Planning after the sale. I have always had complete confidence in his judgment and his recommendations."

-- Doug Wilwerding, Managing Principal, The Optimus Group, LLC

"Byron is easy to talk to and follows up afterwards.  Sounds simple, but most can't do it."

-- Dave Keffeler, Chairman of the Board, Opus Unit Dose, Inc.

"I have always found Byron to be very knowledgeable, creative and capable to offer consultation to our firm."

-- Michael Alley, Principal, Alley Poyner Macchietto Architecture PC

"Byron's understanding of our business succession and insurance needs came after carefully listening to our perceived problems and then finding solutions that were tailored to our specific needs.  His honesty, integrity and easy manner were refreshing."

-- Farhan Khan, Director, Heritage Management Services, Inc.

"Byron has always been great at providing value to the small business owner above and beyond my expectations.  His breadth of knowledge has always impressed me."

-- John Lund, President, Offwire, Inc.

"Byron McFarland helped me focus on what needs to be done in the next 90 days that will have the biggest impact on the future of my business. Byron is great at getting us to the point and keeping us focused."

-- Cory Wiedel, Complete Nutrition Omaha

"Byron and his team are a well informed, conscientious group.  They interacted very professionally with all the other necessary people involved in our estate planning. For my family and our business, we're pleased to have that peace of mind." 

-- Timothy Fischer, President, Max's Body Shop

"Byron took time to get to know me and the challenges I'm facing with the business.  He honed in on my attitude towards the business at the time and gave me some quality advice that did not cost a dime.  He can read people well and cut to the issues in short order. I value his opinions and the relationship we've developed."

-- Steve Knuth, President, AgWest Commodities

"As I was putting together my new firm, Byron was instrumental in helping me put together a Buy-Sell agreement between myself and my partners. And he helped me modify my partner agreements."

-- Loren Lamprecht, President, Altus Architectural Studios

"Byron McFarland and Estate Strategies Group have been extremely valuable partners in helping Paul Davis Restoration become a leading provider of restoration services in Nebraska and Iowa."

-- Christopher Mangan, President, Paul Davis Restoration

"Byron is personable, knowledgeable and proactive. He is a pleasure to work with."

-- Albert Macchietto, Principal, Alley Poyner Macchietto Architecture PC

The testimonials presented may not be representative of the experience of other clients and are not a guarantee of future performance or success. The testimonials presented do not relate to any investment advisory programs or services that were provided by Northwestern Mutual Investment Services, LLC (NMIS) or an investment adviser representative of NMIS. The advisor is not an investment adviser representative of NMIS.