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succession planning
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15 more results for succession planning
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 …
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…
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. ​​​​​​​​​​ ​​​​​​​​​​​​​â…
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 excelle…
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 expectat…
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
solu…
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 po…
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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 he…
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 t…
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 …
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 man…
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Sandeep Basu CPA
Old Bethpage, New York, United States
At the office of 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…
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…
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…
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 fullycustomizable, programs for learning that target leaders acr…
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