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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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