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Many business owners envision a successful sale in the future. But how many have walked through a term sheet, all its nuances, with their peers in a risk-free environment?

Attendees at Day 2 of our “Selling Your Business” program can now count themselves in this camp.

We recently hosted an expert team of six highly regarded advisors to have an open discussion and brainstorming session focused on how best to serve successful families, Brady Blog 03.04along with the inevitable complexities and nuances of managing different aspects of their significant wealth.  Among this group included specialized experts exclusively serving financially successful families, business owners, and C-level executives.  The players around the table included an estate attorney, a consultative tax professional (CPA), a life insurance advisor, a high-end property and casualty insurance agent, and two comprehensive wealth management professionals.


*Ranked/Named among Top, Best and Most Exclusive Advisors sources: Barron's March 2016, 2015, 2014; Advisory HQ March 2016; Financial Times June 2015; Five Star Professional November 2015, 2013, 2012,2011, 2010, 2009; Mutual Funds Magazine January 2001; NABCAP September 2010, 2011, 2013; Worth Magazine July 2002, January 2004, October 2004, October 2008; Wealth & Finance International, October 2014. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Janiczek Wealth Management is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Janiczek Wealth Management by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser.

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