LC Money For Sale Store Headquarters

The wealth planners of Capital Planning have the collective experience and knowledge which we believe is necessary to be recognized as a top wealth management firm. We believe we have achieved this level of success due to our commitment to one on one relationships teamed with independent advice.Capital Plannings clients believe that by coordinating and managing todays financial decisions, they can achieve the goals that are important to them. They are retirees, business owners, and professionals who expect excellence and have made a firm commitment to achieving it themselves. Our clients usually do not have the time or desire to manage their financial affairs, they want to simplify their financial lives, and they are willing to commit to a long-term relationship with our advisors that is mutually beneficial.

We are A LOT OF TALK, when it comes to guiding our clients through the arduous process of finding the right business and making sure the Sellers representations are correct. Let us show you how we can help you choose the right business at the right price for your budget and business goals. But we are also A LOT OF ACTION when we promise to keep searching for the business you want…even if that search is in overtime! Once that right business is found we will hold your hand through every step of the transfer process: Making sure the income is right and the price makes sense with our Due diligence services. Networking you to experimental and reasonably priced professional (legal & accounting) services with our Business Appraisal services. Guiding you through smart Business decisions with our General business Services. Being sure you get the right training you need. Schooling you on the “do’s” and “do nots” for what is called “third party approval”. Overall making sure any fear or uncertainty during this transfer process is properly addressed and satisfied. SERVING: Nassau, Suffolk, Kings, Queens, the Bronx, Westchester, Putnam, Orange, Dutchess, Rockland, New York City and Richmond Counties, NY. Bergen, Union, Somerset, Essex, Passaic and Middlesex Counties, NJ. Fairfield, New Haven, Middlesex and Hartford Counties, CT