Business Acquisition Program

The decision to sell a business is never easy, but deciding to sell is only the first step in the business transition process.

If you’re thinking about selling a book of your business or your entire practice, see how we can help you through this process and make sure your clients are cared for by a successor who shares your values.

Deborah Danielson, CFP®, MSFS president and owner of Danielson Financial Group has built a solid record of accomplishments and a reputation for excellence among her clients and colleagues. An investment professional since 1981, Ms. Danielson employs a comprehensive, client-focused approach to financial planning. Your clients require reassurances that they will continue to receive superior care during and after the transition. Our reputation, customer service, and high retention will help them feel confident and comfortable.

At Danielson Financial Group, you’re not a number or a case file; personalized service is not just a marketing catchphrase. Independently owned and operated, we offer service that is based on the old-fashioned values of caring and hard work – a client-centered approach that embodies responsive personal attention. We recognize the extremely confidential and personal nature of our relationships – some of which span multiple generations – and we value the trust our clients place in us.