Protect Your Clients' Assets

Digital visualization of a blue alarm clockGet the plans locked down.

By Anthony Glomski

Let's look at ways to help your clients minimize taxes when they sell their business, to avoid leaving money on the table and to reduce concentration risk.

MORE ON LIQUIDITY: Even Entrepreneurs Must Diversify | When Clients Cash Out: Four Smart Financial Moves
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Here we’ll take a closer look at two common missteps that business owners and their advisors make during the exit process – and how to avoid them.

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Anthony Glomski



About the Author

Anthony Glomski is the principal and founder of AG Asset Advisory, an SEC-registered investment advisory firm in Los Angeles.

Anthony Glomski helps CPAs grow their businesses by becoming thought leaders transitioning from tax preparers to personal CFOs. He is the author of the book Liquidity and You: A Personal Guide for Tech and Business Entrepreneurs Approaching an Exit and the founder of AG Asset Advisory, an internationally recognized SEC-registered multi-family office. He has been featured in Forbes, U.S. News & World Report, Yahoo Tech and other national media. Away from the office Anthony is a member of the Silicon Beach Surf Club and the Porsche Club of America. He can be reached at aglomski@agassetadvisory.com.

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