top of page

Succession Planning

Are you interested in selling your business or transferring your business to a family member or friend? Although it may appear to be complicated and cumbersome, Covello Financial Group takes pride in making the process as easy as possible. While you continue to operate the day to day of your business, we will work for you behind the scenes, making sure your needs and wants are achieved in your succession plan.

There are numerous things to consider during the transfer of a business from one hand to another. Covello Financial Group has over eight years of experience in succession planning. We'll work closely with your trusted accountants and lawyers to make sure everything goes according to plan. 

Let Covello Financial Group help with your succession planning. Fill out the box below and an experienced member of our team will contact you soon. 

Succession Planning Review

Thanks for submitting!

bottom of page