Thinking about selling or passing on your business and need guidance on maximizing its value and ensuring a smooth transition? Ready to take your business to the next level but unsure how to align your personal and business financial strategies? Or are you looking for advanced tax optimization strategies to enhance your after-tax returns?

Business owners and entrepreneurs have unique financial needs, and the Danisi Financial Group recognizes that whether you operate a professional practice, a family-run business, or an international corporation, your financial requirements are diverse and interconnected.

Our Services for Businesses

• Thorough Analysis: We conduct a thorough analysis of your family and business situation.

• Experienced Team: Access a team of experienced Wealth Management professionals who have successfully worked with business owners nationwide.

• Collaboration:  we'll work with your accountant, lawyer, and other advisors to build a robust support network for your business growth.

• Investment Management: We focus on after-tax returns tailored to your business needs, allowing you to diversify your assets beyond your business.

• Insurance: We offer peace of mind that your family will be taken care of if something were to happen to you and options for tax-efficient solutions for corporations.

• Succession Planning: Transitioning into retirement while the next generation takes over operations can be seamless with the right support team.

• Retirement Planning: We'll guide you during your post-working years so you can reap the rewards of your hard work.