Business Succession Planning

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.