Wealth Advisory Services

When it comes time to sell your business, you want to get the very best support to make that deal work for you on both a business and personal level.

 

IFA has specialists who will work with you and your team of external advisors, including lawyers, accountants and business brokers to help maximize your business' value, minimize taxes and establish financial security for you and your family. They can help you create and implement a plan for a smooth transfer of your business down the road.

 

Their services include:

• Management and business ownership transition planning;

• Retirement planning;

• Tax planning;

• Estate planning.