San Ramon, CAUSA
Hometown: San Ramon
August 28, 2012
I am interested in laws surrounding succession of a business in the event of the loss of a key person. I am always looking to update my foundation of knowledge concerning buy-sell agreements and cross purchase plans across the spectrum of business types. I'm also curious to hear about any updates concerning the estate tax credit and how it may be different in 2013.
Hi everyone! I am a financial services professional with who specializes in helping business owners position themselves for the optimal chances of success within their first 5 years.