MBBI Trends in M&A

Financial Services, Tax & Audit Integration: Creating The Optimal Team To Help Your Business Sell

20 min · 21. mar. 2023
episode Financial Services, Tax & Audit Integration: Creating The Optimal Team To Help Your Business Sell cover

Beskrivelse

* . Join PKF Mueller Partners, Brian Sullivan, and Cathy Kluczny, along with Mueller Financial Services Vice President / Wealth Advisor Brennan Hollenbeck, as they discuss creating the optimal team when looking to sell your business. In this episode, they describe what the optimal team looks like, the tax implications to focus on, and the importance of a financial plan.

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