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A RARITY:

wealth management, business continuity / succession planning

AND business valuation with ONE PHONE CALL. 

LEARN MORE 

Individuals face a variety of decisions about their financial lives and futures. If they are small business owners, those decisions increase exponentially and cannot be completely separated from their personal financial lives. Imagine being able to turn to one trusted advisor to help with your personal and business decisions and to coordinate the work of your other professionals, including CPAs, business attorneys, tax specialists and estate planning attorneys.

That sound you just heard is probably your own sigh of relief.

Download the Independent Business Owner's Essential Planning Kit


Sam Brownell will sponsor and exhibit at the 2021 Top Women in Hardware & Building Supply Conference in Chicago,

November 10-11, presented by HBSDealer:


Register Now


As seen in:


LBM Journal


Citywire


U.S. News & World Report


Financial Advisor


HBSDealer


The New York Times


The Street

Barron's


HBSDealer


The New York Times


The Street


Barron's

HBSDealer


The New York Times


The Street

Barron's

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