The Private Client Group

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Families Selling Businesses


Owning and building a business is a part of the American Dream we wholeheartedly support. From teaching future entrepreneurs at The Wharton School of Business to consulting established businesses worldwide, we have extensive experience and enviable resources to dedicate to client families selling their businesses. The sale itself, let alone the owner’s transition into retirement or onto their next venture, can be a huge source of stress. Our team of dedicated professionals build plans that shine a guiding light – alleviating the many stresses that can so easily develop when emotions run high and uncharted waters lie ahead.

To learn more about us and how we may be able to assist you, please simply reach out to us.

  • What We’ve Built
  • Professional Resources
  • Our Focus: Situations of Financial Transition (S.O.F.T.)™
    • Families Selling Businesses
    • Widowed Families
    • Retiring Executives

Corporate Headquarters

4 Campus Drive
Parsippany, NJ 07054
(973) 285-3637
concierge@thepcg.com
FINRA’s BrokerCheck

Disclosure – Form CRS
Investment Advisory Brochure
Wrap Fee Program Brochure     Privacy Notice    BCP

Investment advisory and financial planning services offered through Summit Financial, LLC, doing business as The Private Client Group Wealth Management, LLC, an SEC Registered Investment Adviser. Securities brokerage offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 80 State Street, Albany, NY 12207 ("PKS"). PKS and Summit Financial, LLC, are not affiliated companies. Investments through PKS or Summit Financial, LLC are not FDIC insured, not bank guaranteed, may lose value, including loss of principal, and not insured by any state or federal agency.