MICHAEL PALUMBOS

We serve middle market family owned business: strategy and growth, family governance, executive compensation, 401k, family office services, complex estate, trust and tax strategies, investment and wealth management, succession and exit planning, M, PEG, ESOP... Our Business Exit Readiness Index will help you think about your financial and mental readiness for transitioning the business. The customized report will help you zero in on the right methods for transitioning your business based on your position today.

Primary location: Rochester United States