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

© 2018 by Griffiths, Dreher & Evans, PS, CPAs

Washington State Registered Investment Adviser