Business-Owner Strategies
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Office Most Convenient for You
Walnut Creek
Saint Helena
Other Days I'm Generally Available (check all that apply):
Monday
Tuesday
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General Times I'm Available
Morning (9-12)
Afternoon (1-4)
Early Evening (5-6)
Solutions I'm looking for in the next 12 months (check all that apply):
Retirement: Plans for employees
Retirement: My personal retirement plan
Taxes: Minimize personal and business taxes
Purchase or Sale: I plan to buy, sell, or start a business in 12 months.
Succession: I want a business financial or succession plan.
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