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Financial Services, Tax, & Audit Integration: Creating the Optimal Team to Help Your Business Sell

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Manage episode 347021097 series 3003199
Innhold levert av PKF Mueller. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av PKF Mueller eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Join PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, along with 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.
For more information, please contact:
Brian P. Sullivan, CPA
Audit Partner
bsullivan@pkfmueller.com

Catherine L. Kluczny, CPA
Tax Partner
ckluzny@pkfmueller.com
Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor
bhollenbeck@muellersolutions.com
Learn more about PKF Mueller's Transaction Services: https://www.pkfmueller.com/services/business-consulting/transaction-services

Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
Follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube!
PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.

  continue reading

26 episoder

Artwork
iconDel
 
Manage episode 347021097 series 3003199
Innhold levert av PKF Mueller. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av PKF Mueller eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Join PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, along with 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.
For more information, please contact:
Brian P. Sullivan, CPA
Audit Partner
bsullivan@pkfmueller.com

Catherine L. Kluczny, CPA
Tax Partner
ckluzny@pkfmueller.com
Brennan Hollenbeck, AIF®
Vice President / Wealth Advisor
bhollenbeck@muellersolutions.com
Learn more about PKF Mueller's Transaction Services: https://www.pkfmueller.com/services/business-consulting/transaction-services

Thank YOU for listening! Visit www.pkfmueller.com for more information about our firm.
Follow us on LinkedIn, Twitter, Facebook, Instagram, and YouTube!
PKF Mueller is a member firm of the PKF International Limited family of legally independent firms and does not accept any responsibility or liability for the actions or inactions of any individual member or correspondent firm or firms.

  continue reading

26 episoder

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