Business Succession Planning

For business owners looking to create an exit plan, we help with…

  • Continuity planning
  • Finding the right buyer
  • Avoiding overpaying taxes
  • Reducing unnecessary stress
  • Prepping the business for sale
  • Fairly valuing your company
  • Creating your unique exit goals
  • Envisioning life after retirement
  • Ensuring good faith negotiations
  • Developing a timetable to meet your exit needs
  • Being proactive & maintaining control of the exit process
  • Avoiding pressure from outside people & circumstances
  • Evaluating all available options for transfer or sale of your practice
  • Maintaining confidentiality throughout the exit planning/succession planning process
Copyright © 2013 The Musuneggi Financial Group. All Rights Reserved.

1. We are registered to sell Securities in the following states: California, Florida, Georgia, Kentucky, Michigan, North Carolina, New Jersey, Pennsylvania, South Carolina, Virginia, West Virginia, Wyoming.

2. Securities & Investment Advisory Services Offered Through H. Beck, Inc. Member FINRA, SIPC. 6600 Rockledge Drive, 6th Floor, Bethesda, MD 20817. 301-468-0100. H Beck, Inc. and The Musuneggi Financial Group, LLC are not affiliated.

3. Check the background of this firm on FINRA's BrokerCheck.
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