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EXPLORE OUR SERVICE OFFERINGS
EXPLORE OUR OFFICE LOCATIONS
For business owners, there are three things in life that are certain: death, taxes, and exiting or monetizing your business. Everything has a life cycle – including your business. Whether you’re an owner who started a business with an exit in mind or have spent decades building a company that is ready for its next act, planning for the next stage is an important step that can optimize a successful outcome.
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Research tells us that only 1 in 10 business owners get what they need or expect from the monetizing event of exiting their business without planning.
With our extensive planning process and depth of service options, our business owner clients can achieve an optimized outcome.
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Louis V. Colella is Managing Director of the Business Growth & Transitions Team and Wealth Advisor, Partner, based out of our Hermitage office.
Sean M. Gibbon, CPA/PFS, CFP®, CEPA™ is a Wealth Advisor and part of the Business Growth & Transitions Team, based out of our Pittsburgh office.
Alicia M. Umbel is an Executive Assistant, Client Relationship Specialist at JFS Wealth Advisors, based out of our Hermitage office.
Kevin K. Renne is a Partner and Wealth Advisor at JFS Wealth Advisors, based out of our Pittsburgh office.
Austin Sambuco, CFP® is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
Casie Merchant, CFP®, is an Associate Wealth Advisor at JFS Wealth Advisors, based out of our Hermitage office.
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Navigate the complex financial landscape faced by business owners and executives.
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