Business Sale

Does this describe you?

You have sold or are planning to sell an ownership stake in a business.

You want to collaborate with a team of professionals to help you prudently manage the proceeds.

You see the value in working with a fiduciary and fee-only advisor.

Do you want a guide to help you:

– Seize opportunities, avoid mistakes, and uncover blind spots?

– Craft a financial plan to show you what’s possible?

– Optimize your taxes and give to charitable causes in a more tax-efficient manner?

– Manage this money to grow for your family’s long-term benefit?

– Analyze your options for restricted stock, including 12(b)5-1 plans?

Would you like to work with an advisory firm who:

1

Offers distinctive guidance without the incentives of selling financial products or earning commissions?

2

Provides clear recommendations that simplify complex issues, spell out options, and ease decision-making?

3

Prioritizes ongoing and responsive communication, keeping you informed, educated, & empowered?

If you’re ready to take the next step…

Since 1995, Pittenger & Anderson has guided individuals and families going through money-in-motion events. We are a fee-only Registered Investment Advisor and a full-time fiduciary providing investment management, financial planning, and complimentary services to 700+ clients in over 30 U.S. states.

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The Confidence Your Money is Looking For

The Confidence Your Money is Looking For

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