Porte Brown Wealth Management
Valuation & Transition Planning
Having the right information at hand.
Knowledge is power when it comes to understanding the value of a business or property. Whether it is for a business acquisition, an exit strategy for retirement, or a divorce property settlement, having the right information on hand can mean a world of difference when it comes to planning your future. Porte Brown LLC has highly qualified CPAs who can assist you when making one of the most critical and complex decisions of your life. We help our clients take a proactive approach, so they have all of the relevant information on hand before a decision needs to be made.
Our Valuation and Transition Planning Practice
Group offers the following services:
For more information, please contact Porte Brown’s Valuation and Transition Practice Group leader,
Jeffrey Smiejek, CPA, CVA, CEPA at 847-956-1040.
Questions? Let us know how we can help.
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Get in touch today and find out how we can help you meet your objectives.
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*Securities offered through 1st Global Capital Corp. Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc. We currently have individuals licensed to offer securities in the states of AL, AZ, CA, CO, CT, FL, GA, HI, ID, IL, IN, KY, MI, MS, MO, NV, NJ, NC, OH, RI, TN, TX, WA, WV and WI. This is not an offer to sell securities in any other state or jurisdiction.