Business Owners Pre Sale
Are you a business owner considering an exit? We can help you plan your liquidity event.
Exploring the Key Decisions You Need to Make
At Lattice Wealth, we’ve made connecting with our clients easier and more effective. We routinely work with business owners anticipating selling their business. Usually, we connect them to other professionals who they need to interview. We also find, among their investments, neglected problems that should not go ignored pre-sale. Here are a few things we would like to ask you prior to a phone call:
Meet The Team
Michael Ross
A distinguished professional and is a Certified Private Wealth Advisor and a Certified Portfolio Manager. Also the Executive Vice President of Lattice Wealth Management, Inc.
Arnell Land
As Senior Vice President, Arnell holds a key leadership role in the organization, contributing to strategic decision-making and overseeing various aspects of the company's operations.
Karena Chan
Karena Chan holds the position of Vice President, bringing her leadership and expertise to the role. As a key executive, she plays a crucial role in contributing to the success and strategic direction of the organization.
Julia Gonzales
Julia Gonzales has 15 years of diverse experience across medical, entertainment, and finance sectors. Proficient in Microsoft Office, Google Suite, and WordPress. Excels in problem-solving, customer service, and website coding.
Emily Underwood
Meet Emily Underwood, our newest team member at Lattice Wealth Management Group! Eager to assist Arnell and clients, she's here from 7:30 AM to 3:30 PM. Welcome, Emily!
Why Work with Lattice Wealth?
What We Provide Addressing Client Needs
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Regular Monthly statements on financial investments.
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Monthly and Quarterly contact and discussion.
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"Playback e-mails" describing what we accomplish on our regular communications.
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Introductions and coordination with other specialists the client uses.
