Gary Pittsford

Founder, Castle Wealth Advisors, LLC

Gary Pittsford, CFP®, has over four decades of financial advisory experience. He understands that most business owners have a variety of questions when making a decision about selling their life’s work. Gary has been President and Chairman of the National Association of Personal Financial Advisors (NAPFA), also serving on the board of directors of the International Association for Financial Planning (IAFP). He works closely with the National Cooperative Business Association (NCBA) and the United States Chamber of Commerce. Gary has also spoken at many national conventions, contributed to and written articles for industry-specific publications, earning him several accolades. He is the founder of Castle Wealth Advisors, LLC and currently serves as President and CEO.

Your Family Business, Your Net Worth

Publication Date: July 2015

Successfully Transition Your Business to It’s Next Owner

You have spent a lifetime building and safeguarding your business. Now it’s time to retire. If you are like most business owners, you have more questions than answers. “What is my business really worth?” “Can I afford to retire?” “How can I safeguard my net worth and protect my family?” “How can I reduce taxes on the sale?” “Should I keep the business in the family, or sell it to someone else?” And the biggest question of all: “How do I get started?”

Gary Pittsford has answered these tough questions for business owners in all 50 states. Now he wants to share his 40 years of financial experience with you. Your Family Business, Your Family Net Worth walks you through the steps necessary to secure the best future for you, your family and your business.

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