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Advisors

Wealth management

Wealth management is an investment advisory discipline that incorporates financial planning, investment portfolio management and a number of aggregated financial services for high net worth individuals, small business owners and families who desire the assistance of a credentialed financial advisory specialist.

CPAs - M&A Tax Specialists

The Telling Group does not do financial statements, but is often asked to suggest a qualified professional.  We offer these trusted individuals as the best as we know of in their field with no financial benefit to us as a service to you during your time of transition.

Attorneys  - M&A Specialists

The Telling Group does not provide an attorney, but is often asked to suggest a qualified professional.  We offer these trusted individuals as the best as we know of in their field with no financial benefit to us as a service to you during your time of transition.

Elite Performance Team

Sometimes your transaction needs the advice and consultation from a business specialist who has been the through the process more than once.  These specialsits can guide you though the process in a more intimate way to maximize your transaction like no one else can.