The Framework for a High Value Business Transition
To successfully transition their business, an owner must address three things. Find out what they are and how all three impact the ultimate value of a business.
If you would like to read this white paper, please fill out the form below and our Managing Member Lou Melone, CFP®, CEPA® will email it to you.
Monthly Newsletter for CPAs
We present financial planning news and updates to help CPAs guide their clients
Melone Private Wealth IRS Newsroom
We monitor IRS activities, regulations, and updates regarding qualified plans for individuals and business owners.
Exit Planning
Lou Melone, CFP® is a Certified Exit Planning Advisor. Through the process of Exit Planning (the Value Acceleration Methodology™), owners can build more valuable companies, have stronger personal financial plans, and align their personal goals.
Ouir Wealth Planners
