Founder and CEO of Green Ridge Wealth Planning:
Owner of an 18-store Dunkin’ franchise, family office, manufacturing business, and de facto business coach.
I’m the Founder and CEO of Green Ridge Wealth Planning and the Founder of the Exit Ready Institute (ERI). My career has been shaped by a simple advantage: I’ve spent years in the seat of a business owner, and I’ve spent years advising business owners. Clients know me for being direct, practical, and fully invested in helping them make decisions that improve both their companies and their lives.
My Story
I graduated from Lehigh University with degrees in finance and marketing and began my career in downtown New York as a hedge fund and asset management consultant. In 2003, after 9/11 and my parents’ health scares, I stepped into our family Dunkin’ franchise business — a turn I didn’t expect, but one that taught me more than any classroom ever could.
Over the next nine years, I learned the business from the ground up and helped grow our footprint from 20 to 40 locations and $50 million in revenue. That experience gave me a real appreciation for what owners carry every day: the responsibility, the pressure, and the constant need to make decisions with incomplete information.
By 2011, working in the family business had begun to strain my relationship with my father, and my passion for finance hadn’t gone anywhere. I made the difficult decision to walk away from what I had helped build and return fully to the work I loved. In 2016, that commitment became Green Ridge Wealth Planning—a boutique firm designed to deliver the kind of transparent, highly personalized planning and investment management experience I always believed business owners and families deserved.
Today, my team and I run a practice known for its “family feel,” helping clients navigate complex financial decisions with clarity and confidence so they can live their best lives.
Why I Started the Exit Ready Institute
Through my experience building and reorganizing operating businesses — including leading teams of over 400 employees and surpassing $60 million in revenue — and through years of advising owners one-on-one, I kept seeing the same gap: exceptional entrepreneurs running strong companies without a clear plan, process, or peer community to become truly exit-ready.
I wrote Unchained: The Raw Truth About Entrepreneurship, Family Business and Life Balance (download first chapter here) to share lessons from that journey, and I was struck by how often business owners told me the stories felt like their own. Around that same time, I saw that many peer groups lacked the structure and accountability owners actually need to create meaningful change.
That’s what ERI was built to solve. The Exit Ready Institute is a 12-month, 12-module program for a vetted cohort of non-competing business owners. It’s designed to help an owner move from “I think I have something I could sell” to “I have a transferable, valuable business that doesn’t depend on me day-to-day.” Whether a participant sells or never sells, the readiness is the point — because exit-ready businesses are simply better businesses to own.
My Philosophy
I started Green Ridge to help business owners get the right advice — not generic advice, but guidance that’s actionable and aligned with what matters most. That same belief drives ERI. Whether we’re working one-on-one or in a structured cohort, my goal remains the same: help owners build businesses — and lives — that work for them.
Business Portfolio
Want to learn more about Bobby's Businesses? Check them out here:
Lehigh University: B.S Finance, B.S. Marketing
Certified in Business Succession Planning
Certified Family Business Specialist (CFBS)
Bobby lives in NJ with his wife, Brooke, and their three children. In his spare time, he coaches his kids in competitive sports, plays softball, enjoys cycling and mountain biking, and spends summers at the Jersey Shore.
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