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Business Succession Planning

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Professional Guidance for your Journey

As specialists in guiding business owners through the journey of succession planning, Feldman Wealth Advisory serves as your financial advocate to assure that your experience is as simple and smooth as possible.

In addition to offering you solutions that range from estate and tax planning to business advisory and wealth management, as well as looking after all aspects of the sale of your business, we serve as your central facilitator to ensure that all necessary details are properly coordinated with your other advisors, including your accountant and attorney.

Helping You Achieve Your Goals on Many Levels

We know that your life and your life's work are inextricably linked. So we take the time to gain an in-depth understanding of your personal, family and business goals, as well as the psychological factors and emotional hurdles that come into play. This way, we can help you find solutions and resolutions that accommodate all of your stakeholders’ needs.

Business Owners

  • Exit Planning
  • Business Succession Planning
  • Buy-Sell Arrangements

ANNAPOLIS, MD

1206 West Street
Annapolis, MD 21401
Phone: 410-263-0900
Fax: 410-263-1507

SARASOTA, FL

783 South Orange Avenue, Suite 230
Sarasota, FL 34236
Phone: 941-260-9174

 

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 *800-765-5201. Feldman Wealth Advisory, LLC. Is a separate entity from ValMark Securities, Inc. And ValMark Advisers, Inc.

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