DEFINING POINTS

Prerecorded CDs, DVDs and audiotapes featuring business advisory services in the fields of business valuation, organization, management, transfer of ownership, succession planning, retention of key employees, retirement planning, tax and estate planning

Business advisory services in the fields of business organization and management, transfer of business ownership, business succession planning, retention of key employees, and tax planning

Advisory services to businesses in the fields of business valuation, financial planning for retirement, and estate planning

Education services, namely, conducting classes, seminars and workshops in the field of business valuation, organization, management, transfer of ownership, succession planning, retention of key employees, retirement planning, tax and estate planning