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Your Personal CFO: 

Your Personal CFO can: 

- Prepare Your Certified Business Valuation & Updates

- Provide Tax Strategies to Position Your Business For Sale 

- Prepare Your Exit Plan.

- Help You Prepare Your Business For Sale

- Help You Sell Your Business

- Keep You Informed About Exit & Succession Planning


Your Personal CFO: 

- Tracks your personal "Big Picture" financial summary


- Aligns your investments with your goals


- Conducts your Advanced Planning


- Can Prepare your taxes and provide tax strategies that build wealth


- Recommends outside professionals and attends those meetings


- Is available year round to participate in your financial decisions

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