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wealth management, business continuity / succession planning

AND business valuation with ONE PHONE CALL. 


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 speak on an M&A panel at the 2021 ProDealer Industry Summit 

on May 20, presented by NLBMDA and HBSDealer.

Register here

As seen in:

LBM Journal


U.S. News & World Report

Financial Advisor


The New York Times

The Street


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