Succession Planning

A number of business owners approaching retirement are looking for exit plans.

With many businesses facing limited cash flow and diminished profits, combined with a lack of credit availability, the pool of potential buyers may be minimal. Because of this, business owners should start early in planning for the sale of their businesses. Avantax Wealth ManagementSM helps you to set your clients on paths to their own customized succession plans.


Avantax Consulting Group

The Consulting group exists to provide “on the business” training, coaching and consulting to firm leaders, affiliated financial advisors and support teams, helping them grow their wealth management enterprises.