For many business owners, an important goal is to eventually transfer a successful business to the next generation of family members. For other business owners, the goal may be to sell the business at a price that will provide for a quality lifestyle in retirement. Regardless of the goal, careful planning is required for successful completion of the transaction. At Wisdom Wealth Strategies, we involve a team of advisors that includes business valuation experts, accountants, and estate planning attorneys to ensure that the process is carefully planned and smoothly executed.
Securities offered through Cadaret, Grant & Co., Inc., member FINRA / SIPC
Wisdom Wealth Strategies and Cadaret, Grant are separate entities.
Representatives are licensed to offer securities in the following states: California, Colorado, Minnesota, Nevada,
New Mexico, Oregon, Texas, and Wyoming. Additional states may be added.