Sean C Wieland

Wealth Manager

Lansdale, Pennsylvania

Professional Profile

Call Me When

Call Me When... You're ready to treat your business like an asset, and you don't want to pay taxes on the sale..

Contact Method

wieland@tannhauser.financial

Profession

  • Consultant
  • Insurance
  • M&A Intermediary
  • Wealth Planner
  • Professional Certifications

    CEPA, LUTCF, LACP

    Functional Expertise

  • Cash flow enhancements
  • Charitable giving
  • Employee benefits
  • ESOPs
  • Finance
  • Investments
  • Management succession
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Strategic planning
  • Tax
  • Transaction advisory
  • Trusts
  • Venture capital
  • Exit/Transition Planning
  • Business Focus

    Exit Planning, Risk Management, Minimize Taxes

    Transition Planning Certification

    CEPA

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
  • Client Results

    Membership

    Philadelphia Individual, Leadership Collaborative

    Member Since

    Member for 1 Year

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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