Home
About
- Meet The Team
- LPL By The Numbers
Services
Events
- Events
Video Library
Book Time With Me
Contact
- ERS Intake Form
- Refer your Family & Friends
Client Resources

Small Business Exit Planning

To scale or sale? It's a question as old as time for business owners...

Website under construction. More to come soon.

Contact

Office: (831) 920-5940

200 Clock Tower

Suite B209

Carmel, CA 93923

Todd.Doleshal@lplfinancial.com

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
Latest Articles
All Videos
All Calculators

LPL Financial Form CRS

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

Todd Doleshal is a Registered Representative with and Securities and Advisory Services offered through LPL Financial, a registered investment advisor. Member FINRA & SIPC.

Todd Doleshal | CA Insurance Lic. #0I49140

The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AZ, CA, CO, CT, DC, FL, GA, ID, KS, MA, ME, MI, MN, MO, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OR, PA, SC, SD, TN, TX, VA, WA, WI, and WY.