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Business Succession Planning

You’ve worked hard building your business and you want to ensure that the next generation is prepared to carry on what you started. You’ll likely only transition one business in your lifetime, where as we’ve helped many business over the decades and can help you avoid common pitfalls, make sure every action has been carefully considered, and understand issues pertaining to the succession while keeping at the forefront on the conversation the very personal aspects of your transaction.

 

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“Waltham Services has been a very happy client with PFC. We consider PFC a most valued business advisor. Dave Lorenzi, as lead auditor and advisor, is terrific. We’ve also tapped into the...
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Clarke Keenan
President at Waltham Services, Inc.