99009584
Jan 17, 2025
Business services, namely, providing an online survey, assessment and report for business owners to clarify their priorities and readiness in connection with their business succession and exit planning considerations.
Advertising and BusinessPrinted and digital educational materials, namely a brochure for use in teaching and illustrating the five areas of clarity a business owner should achieve to better understand their business transition/exit planning options in the fields of Business Exit Planning, Business Succession Planning, and Value Acceleration.
Paper Goods and Printed MatterEducational services, namely, providing online surveys, assessments, and reports as decision-making tools in the field of Estate, Business, and Wealth Strategies Planning; A module of professional workshops and training courses for business owners to clarify their priorities and readiness in connection with their business succession and exit planning considerations
Education and Entertainment