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Financial Services, Tax & Audit Integration: Creating The Optimal Team To Help Your Business Sell
Episode 1421st March 2023 • MBBI Trends in M&A • MBBI Midwest Business Brokers and Intermediaries
00:00:00 00:20:47

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  • . 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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Mueller Financial Services

Podcast: Creating The Optimal Team To Help Your Business Sell

,:

Podcast

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Join Vice President / Wealth Advisor Brennan Hollenbeck, along with PKF Mueller Partners, Brian Sullivan and Cathy Kluczny, 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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For more information, please contact:

Brennan Hollenbeck, AIF®

Vice President / Wealth Advisor

bhollenbeck@muellersolutions.com

Brian P. Sullivan, CPA

Audit Partner

bsullivan@pkfmueller.com

Catherine L. Kluczny, CPA

Tax Partner

ckluzny@pkfmueller.com

Episode Transcript:

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