Integration Is An Asset

We take a comprehensive approach to wealth management. Examining every aspect of your fiscal world, we identify potential threats and opportunities to maximize the potential growth of your portfolio.

Business Transition

We realize it is a difficult decision to sell a company that you have built up through much of your own time, effort, and attention. At Sanderson, we assist our clients with this transition by advising on the recognition of income on the sale of the company. We do not offer business valuation services; rather, we offer the more unique service of integrating the structure of the sale with your retirement and estate planning.