Episode 71 | Problems With Your Business and Personal Financial Resources.
Episode 72 | Your Business and Personal Financial Resources Problem Summary.
Episode 73 | Problems With Building and Preserving Business Value.
Episode 74 | Building and Preserving Business Value Problem Summary.
Episode 75 | Problems With Selling Your Company To A Third Party.
Episode 76 | Selling Your Company To A Third Party Problem Summary.
Episode 77 | Problems With Transferring Your Ownership To Insiders.
Episode 78 | Transferring Your Ownership To Insiders Problem Summary.
Episode 79 | Problems With Business Continuity.
Episode 80 | Business Continuity Problem Summary.
Accounting and Taxes
CPA (Certified Public Accountant)
EA (Enrolled Agent)
Appraisals and Valuations
ABV (Accredited in Business Valuation)
ASA (American Society of Appraisers)
CBA (Certified Business Appraiser)
CVA (Certified Valuation Analyst)
AVA (Accredited Valuation Analyst)
Banking and Credit
Independent Financing Consultant
Employee Benefits Consultant
Executive Benefits Consultant
REBC (Registered Employee Benefits Consultants)
CFP (Certified Financial Planner)
CAP (Chartered Advisor in Philanthropy)
ChFC (Chartered Financial Consultant)
CRPC (Chartered Retirement Planning Counselor)
Independent Insurance Advisor
CLU (Chartered Life Underwriter)
CLTC (Certified in Long-Term Care)
RHU (Registered Health Underwriter)
CPCU (Chartered Property Casualty Underwriter)
CRM (Certified Risk Manager)
Captive Insurance Agent
RIA (Registered Investment Advisor)
AIF (Accredited Investment Fiduciary)
CWS (Certified Wealth Strategist)
CFS (Certified Fund Specialist)
CFA (Chartered Financial Analyst)
Chartered Investment Counselor (CIC)
Certified Investment Management Analyst (CIMA)
Chartered Market Technician (CMT)
CIMA (Certified Investment Management Analyst - The Wharton School)
CBEC (Certified Business Exit Consultant)
CEPA (Certified Exit Planning Advisor)
CExP (Certified Exit Planner)
Family Business Consultant
Organizational Development Consultant
CFBS (Certified Family Business Specialist)
CBI (Certified Business Intermediary)
CSP (Certified Succession Planner)
FEA (Family Enterprise Advisor)
Agricultural Business Consultant
Family Business Advisor
Human Capital Management Consultant
Estate Planning Attorney
Mergers & Acquisitions Attorney
CPEP (Certified Private Equity Professional)
Private Equity Professional
We help business owners balance their work life, grow their company faster, build a positive legacy, transition their business smoothly and retire and be happy.
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