I work with individuals and families, primarily focusing on the following three areas:

1. Helping you exit your business.
2. Helping you plan for retirement and helping to ensure your assets last throughout retirement.
3. Helping you to pass on your assets to family, friends and/or charities.

Josh Feigelman, CEPA®, is a seasoned financial advisor dedicated to helping business owners navigate the critical decision of whether to sell their business. Since 2011, Josh’s experience in financial planning, business valuation, and exit strategy development, has allowed him to provide bespoke guidance to help ensure clients make informed decisions that align with their long-term financial and personal goals.

Josh brings in depth knowledge in exit planning, offering a comprehensive approach that integrates business value growth, succession planning, and post-sale wealth management. His knowledge of market trends, tax implications, and financial strategies helps to ensure a seamless and efficient process for clients considering this pivotal transition.

Whether you’re assessing your business’s market readiness, exploring strategies to enhance its value, or evaluating alternatives to selling, Josh is an essential resource in helping you make confident, informed decisions about your business’s future.

Areas of Focus:

• Exit Planning strategies

• Business valuation and market readiness

• Exit planning and succession strategies

• Tax-efficient wealth preservation

• Post-sale financial planning

In addition to exit planning, Josh and his team are well positioned to assist in other complex financial planning areas like:

• Lifetime Gifting & Legacy Planning
• Access to Fiduciary Trust Services at Bank of America
• Charitable Gifting Strategies
• Insurance Planning (long-term care, life insurance & disability insurance)
• Education Planning
• Banking Services & Solutions from Bank of America (checking, savings, credit cards & cash management solutions)
• Lending through Bank of America, N.A. (personal and business)
• Fiduciary Investment Advice through Merrill Investment Advisory Program
• Tax Efficient Management
• Concentrated Stock Strategies
• Stock Option Analysis

Please reach out to Josh if you are someone who wants to feel confident in your business exit plan and to help ensure that you work with an advisor who understands the importance of helping you achieve your goals.

Josh and his wife, Korissa, reside in Boca Raton, Florida with their son, Ford. He has a passion for tennis, basketball, weight lifting, enjoys hiking (including an ascent of Mt. Washington), meditation, and is a health and fitness enthusiast.

Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.

Trust, fiduciary, and investment management services are provided by Bank of America, N.A., Member FDIC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp."), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Banking products are provided by Bank of America, N.A. and affiliated banks, Members FDIC and wholly owned subsidiaries of Bank of America Corporation.