Business Succession Planning
Running a business requires a tremendous amount of time and "mental bandwidth," so it's no surprise that many business owners don't have a well-defined succession plan in place. We, along with our strategic partners, including attorneys and tax accountants, will work with you to help you prepare your business for sale or to transition control to a family member. The key is to begin this process as soon as possible with the goal of protecting the business and your wealth.
Get our Wealth Management for Business Owners white paper here with our compliments.
(888) 635-WSAG
17207 N Perimeter Drive, Suite 120
Scottsdale, AZ 85255
Securities are offered through
Realta Equities, Inc., Member FINRA /
SIPC, located at 1201 N. Orange Street, Suite 729, Wilmington, DE 19801. Investment Advisory Services
are offered through
Transce3nd LLC located at 165 Elmhurst Dr. Suite B Kyle, Tx 78640. Neither Realta Equities, Inc., nor Transce3nd LLC. is affiliated with Wealth Strategies Advisory Group.
The information contained herein is for educational purposes only and should not be considered a recommendation or personalized investment advice. All investments involve risk including the possible loss of principal. Certain investments contain substantial risks and are illiquid, and may only be appropriate for accredited investors. You should familiarize yourself with all risks associated with any investment product before investing. Past performance is no guarantee of future results.
Our strategic partners include third party CPA's, tax planners, attorneys, and consultants who we have selected for their years of expertise in their chosen fields of specialty and the value we believe they add to our clients' wealth management experience. Neither Wealth Strategies Advisory Group, nor Realta Equities, Inc., nor Transce3nd LLC, is affiliated with any of the strategic partners.
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