succession planning

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20 more results for succession planning

ActionCOACH - The Business Accelerator

Rock Hill, South Carolina, United States

Is your business performing to its full potential? At ActionCOACH, we mentor business owners, providing them with the guidance, strategies and development they need to BECOME the business owner they NEED TO BE to achieve to their full potential and make their personal goals a reality. RESULTS: In 20…

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Advantis Group Co.

Albuquerque, New Mexico, United States

At Advantis Group Co., we empower business professionals to grow with confidence. Our skilled accountants and tax experts take the stress out of financial management, tackling your accounting and tax challenges so you can focus on leading and innovating. With decades of combined experience, we deliv…

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Aegis Trust Company, LLC

Covington, Georgia, United States

Employee Stock Ownership Plans (ESOPs) and Corporate Trustee roles require companies to follow rigorous rules and guidelines. At Aegis, we support both ESOPs and corporate trusts through comprehensive services, expert oversight, and unparalleled expertise. We are the nation’s benchmark for excellenc…

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Brunsdon Law Firm, LLC

Akron, Ohio, United States

Brunsdon Law Firm specializes in the areas of tax, estate planning, business planning and business litigation. Terri Brunsdon is a tax attorney and has been admitted to practice law in the State of Ohio. She is also a licensed CPA (Certified Public Accountant) in Ohio and West Virginia. Terri has a…

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Coastal Tax Advisors

San Diego, California, United States

Coastal Tax Advisors is a proactive and strategic tax planning and business development services provider. We offer clients the seasoned expertise and dynamic problem-solving techniques needed to overcome challenging barriers. Whether you need to develop a winning tax strategy for retirement, are ma…

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Intangible Ownership

Sandy, Utah, United States

At Intangible Ownership, we believe the results business owners want such as more income, better clients, and stronger sales are not driven by physical tools or assets alone. They come from the intangible drivers behind the scenes like habits, culture, relationships, and mindset. These unseen elemen…

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Kirby Ashley and Associates LLC

Park Forest, Illinois, United States

If you're looking for a dependable accounting firm you can trust for all your bookkeeping and tax needs, Kirby Ashley & Associates LLC is here for you. We're proud to extend our offerings to small business owners and individuals alike. You can rest assured that we'll work to exceed your expectations…

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Lazear Capital Partners

Columbus, Ohio, United States

At Lazear, we specialize in guiding business owners through seamless ownership transitions with a focus on maximizing wealth and honoring their unique vision for the future. With expertise in Employee Stock Ownership Plans (ESOPs) and Mergers & Acquisitions, we offer strategic financial solutions ta…

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Marshall Life and Financial Solutions Inc

Redlands, California, United States

At Marshall Insurance we try to change the way you look at retirement income planning. We are here to provide a solution like you have never experienced. We provide the knowledge and resources to help create a plan that protects you and your family or your business, in the most effective way possibl…

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Miller Kaplan Arase LLP

Los Angeles, California, United States

Miller Kaplan Arase LLP is a full service certified public accounting firm offering accounting, auditing, tax, business management and advisory services for more than 70 years. Being called one of the Top 100 accounting firms in the US by Accounting Today and one of the 10 largest Los-Angeles headqu…

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Navalign Wealth Partners

Encino, California, United States

Navalign Wealth Partners is a fiduciary financial planning and investment services firm. Our modern approach blends smart technology with personal service to help you navigate important financial decisions in alignment with your best interest. Schedule an initial consultation today to meet with our…

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Pabla Tax CPA

San Mateo, California, United States

At Pabla Tax CPA, our team has the tax preparation experience to give you the assistance you need to optimize your tax return. Whether you're an individual or a small business owner, our San Mateo accountants stay current on the latest tax law and regulatory developments, so you're never caught off…

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Palmetto Leadership Center

Anderson, South Carolina, United States

Provides leadership consulting services to develop talent, build effective teams, and build and execute viable strategic solutions for business owners and executives. We specialize in selection techniques, development, and retention of key talent. We also provide a unique service offering to manufac…

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Paul Comstock Partners

Houston, Texas, United States

We have been providing independent, objective advice to individuals and families for more than thirty-five years. Our signature, client-centered analysis helps bring clarity to complexity, making family wealth decisions clearer.

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Raul Torres, CPA

Corpus Christi, Texas, United States

At Raul Torres, CPA our strategic plan is to establish and maintain ourselves as a leading provider of comprehensive business, tax and financial solutions. ⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀⠀…

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Sandeep Basu CPA

Old Bethpage, New York, United States

At Sandeep Basu CPA, we're proud to serve as a dependable accountant to Old Bethpage and Nassau County business ventures. Our excellent services range from comprehensive accounting to detail-oriented bookkeeping. You can breathe easy knowing that our staff will listen to your needs and provide you w…

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SFC CPA

Charlotte, North Carolina, United States

At SFC CPA PLLC, we help you manage your financial needs with clarity and confidence. Our CPAs and bookkeeping team support individuals and business owners across a range of businesses, including real estate, construction, medical practices, professional services, and niche industries. We also assis…

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Spruce Hill Financial LLC

Angola, Indiana, United States

Each year, countless business ventures fall short of their financial goals because they don't have the professional assistance they need. If you're looking for a firm that's committed to providing excellent services with excellent client support, Spruce Hill Financial LLC is here for you. We proudly…

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WinningWise Consulting, Inc

Chicago, Illinois, United States

Founded in 2014, WinningWise drives talent and organizational development by helping organizations with cultural transformation and HR strategy, to strengthen their leaders, align their teams and grow capability. We offer standard, yet fully customizable, programs for learning that target leaders ac…

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Workman White Business Strategies

Austin, Texas, United States

Workman White is a business consulting and coaching firm that specializes in business finances, succession planning, and employee compensation. Workman White Business Strategies exists to guide business owners to successfully build, protect, and, eventually, sell their business. We can help you navi…

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