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. H. Beck, Inc. and The Musuneggi Financial Group, LLC are not affiliated.

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