Selling Your Business? 5 Things to Know with Scott Sturgeon, JD, MBA, CFP®

Considering selling your business and not sure where to start? Schedule a free consultation for a quick review of your specific financial situation: https://calendly.com/scottsturgeon/fr...

FULL ARTICLE HERE: https://oreadwealth.com/selling-your-...

In comparison to selling other assets like stocks or even a house, selling a business can be much more complicated and time-consuming. Before embarking on the journey of selling your business, here are 5 key points for you to consider as you look to ultimately exit your business.

Oread Wealth Partners was founded on a very simple premise, that our clients deserve more. More innovative solutions, more tailored advice, and as a result, more freedom to pursue the things they’re truly passionate about. We are a fee-only, fiduciary advisory practice with a focus on helping doctors and business owners make sound financial decisions.

Scott Sturgeon, JD, MBA, CFP® is the Founder and Senior Wealth Advisor at Oread Wealth Partners. An industry veteran having held a variety of roles in the wealth management and financial planning space, Scott helps clients navigate their financial lives and helps them attain the things most important to them. Whether it be tax planning, risk mitigation, cash flow and business equity analysis, estate planning or investing, Scott provides value to clients encompassing a variety of financial planning areas.

Contact us directly at [email protected] or visit us at https://www.oreadwealth.com for more info!


#sellingabusiness #taxplanning #financialplanning