Sale of Private Business: Financial Advisor

Whether you are a family business or a sole proprietorship, business succession–planning to sell, transfer ownership and/or seek retirement, can be an overwhelming experience. As an entrepreneur, you invest a lifetime of time and resources into building and operating your business. It is your chance to trade in a lifetime of hard work and dedication for perhaps one of the most significant single influxes of money in your working life. With all of the time spent leading up to this transition, it is imperative that you act expeditiously to protect profits, minimize taxes, and plan for your financial future.

The complexity surrounding the sale of a business can be daunting, and poor planning could cost you. Hunt Country Wealth Management would love to assist you with navigating standard pitfalls and logistics. Let our team help identify your next goals and help to create a plan to achieve them. Plans may include Estate Planning/Trusts, Planned Giving, Risk Management, and Investment Portfolio Management.

FINRA: Check Your Broker

Women’s Choice Award® Selection criteria and disclosure may be viewed here.

Securities offered through Securities America, Inc., Member FINRA / SIPC. Advisory services offered through Securities America Advisors, Inc. Hunt Country Wealth Management and Securities America are separate entities. FINRA registered branch office: 49 S. Loudoun St. Winchester VA, 22601. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is no guarantee of future results. All guarantees are subject to the claims-paying ability of the issuing insurer.