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Video: Strategies For Business Succession Planning

March 27, 2023

Planning on the eventual transition of your business can be a very emotional decision: who will take over the business, what would a potential sale look like, and what taxes are involved? This is a complex situation on many fronts but with proper planning, the transition can be very comforting and rewarding. In this episode, financial Advisors Rose Price, CFP®, AIF®and Chris Mellone, CFA, CFP®, AIF® discuss strategies for a successful exit strategy. Want to learn more? Reach out to schedule a meeting at or call (703)-356-4360.