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BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Employee Directory

Financial ServicesFlorida, United States2-10 Employees

Overview
āž¤ š—–š—®š˜€š—² š—¦š˜š˜‚š—±š˜†: š–¦š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡š–ŗš—… š–”š—Žš—Œš—‚š—‡š–¾š—Œš—Œ š–³š—‹š–ŗš—‡š—Œš—‚š—š—‚š—ˆš—‡.
š–®š—Žš—‹ š–¼š—…š—‚š–¾š—‡š—'š—Œ š–¼š—ˆš—‡š—Œš—š—‹š—Žš–¼š—š—‚š—ˆš—‡ š–»š—Žš—Œš—‚š—‡š–¾š—Œš—Œ š—š–ŗš–½ š—‹š–¾š–ŗš–¼š—š–¾š–½ š—š—š–¾ š–¾š—‡š–½ š—ˆš–æ š—‚š—š—Œ š—Œš–¾š–¼š—ˆš—‡š–½ š—€š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡ š–ŗš—‡š–½ š—š—š–¾ š—ˆš—š—‡š–¾š—‹ š—š–ŗš—Œ š–¼š—š–ŗš—…š—…š–¾š—‡š—€š–¾š–½ š—‚š—‡ š–暝—‚š—‡š–½š—‚š—‡š—€ š–ŗ š—š—‚š–ŗš–»š—…š–¾ š—†š–¾š—š—š—ˆš–½ š—š—ˆ š—š—‹š–ŗš—‡š—Œš—‚š—š—‚š—ˆš—‡ š–ŗš—Œš—Œš–¾š—š—Œ š–ŗš—‡š–½ š—‹š–¾š—…š–ŗš—š—‚š—ˆš—‡š—Œš—š—‚š—‰š—Œ š—š—ˆ š—š—š–¾ š—š—š—‚š—‹š–½ š—€š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡. š–¢š—ˆš—†š—‰š—…š—‚š–¼š–ŗš—š—‚š—‡š—€ š—š—š–¾ š—‚š—Œš—Œš—Žš–¾š—Œ, š—š–ŗš—Œ š—š—š–¾ š–¼š—ˆš—‡š—Œš—‚š–½š–¾š—‹š–ŗš—š—‚š—ˆš—‡ š—ˆš–æ š–¤š—Œš—š–ŗš—š–¾ š—š–ŗš—‘ š–ŗš—‡š–½ š—š—ˆš— š—š—š—‚š—Œ š—š—ˆš—Žš—…š–½ š—‚š—†š—‰š–ŗš–¼š— š–ŗš—‡š—’ š—€š—‚š–暝—š—Œ š—š—‚š—š—š—‚š—‡ š—š—š–¾ š–暝–ŗš—†š—‚š—…š—’ š–¾š—‡š—š–¾š—‹š—‰š—‹š—‚š—Œš–¾.

āž¤š—¢š˜‚š—æ š—„š—²š—°š—¼š—ŗš—ŗš—²š—»š—±š—²š—± š—¦š˜š—暝—®š˜š—²š—“š˜†:
Utilizing nonqualified deferred compensation plans, we retained and incentivized all key employees ensuring future business continuity. Through our business partners, we established a new partner entity and transferred essential assets and contracts in a tax-efficient manner avoiding the traditional buy-sell agreement structure,

āž¤š—¢š˜‚š˜š—°š—¼š—ŗš—²š˜€ š—³š—¼š—æ š˜š—µš—² š—°š—¹š—¶š—²š—»š˜:
The client was successfully able to transition family business to the third generation in a seamless and efficient manner without incurring costly Estate tax.

Find BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise employees' phone numbers or email addresses

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Global Highlights

Location
Employees

North America
6

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  • United States Of America
    6

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's Leadership

  • Stylized image of a person
    C. R.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. A.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Attorney
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Legal Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Legal Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. O.
    Legal Assistant
    Phone icon
    Mobile Phone

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. R.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
    United StatesFlorida
    Mar 26, 2026
  • Stylized image of a person
    T. A.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
    Apr 08, 2026
  • Stylized image of a person
    C. R.
    Attorney
    Phone icon
    Mobile Phone
    UNITED STATES
    Jul 14, 2025
  • Stylized image of a person
    C. B.
    Legal Assistant
    Phone icon
    Mobile Phone
    Jul 14, 2025
  • Stylized image of a person
    M. C.
    Legal Assistant
    Phone icon
    Mobile Phone
    Jul 14, 2025
  • Stylized image of a person
    S. O.
    Legal Assistant
    Phone icon
    Mobile Phone
    United StatesSouth Carolina
    Jul 14, 2025

Frequently Asked Questions

What is BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise known for?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise was founded in 2018 operates in the Financial Services industry. The company's main headquarters is located in Tampa, Florida United States. Explore BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's company overview page for more information.

What is BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's most common email format?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise email formats with LeadIQ.

How many employees does BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise have currently?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise has approximately 2 employees as of March 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's key employees and leadership?

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As of March 2026, BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's key employees include:

  • Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise: C. R.
  • Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise: T. A.
  • Attorney: C. R.
  • Legal Assistant: C. B.
  • Legal Assistant: M. C.

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