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Owners of Privately-Held Businesses

While dealing with the same financial questions other individuals deal with, many business owners also face complexities that come with ties to privately held businesses. In these cases, assets may function differently, tax situations can be more complex, and major life transitions may involve ultimately selling or moving away from businesses owners have focused on for years. Many of our clients have poured their hearts into private businesses, and we help them plan the nuances of their personal finances during ownership and prepare for life after a sale.

Advisors with Experience in Advising Business Owners