Secure Your Future with the California Private Retirement Trust (PRT)
Aug 15, 2024
We recently participated in a panel discussion titled “Exit Chronicles—The Journey to a Successful Business Exit.” The panel featured practical advice from CPAs (including us), wealth advisors, estate planning attorneys, business attorneys, bankers, business brokers, and M&A advisors. Here is the link for the whitepaper. Below, we’ve outlined 3 key takeaways from a CPA’s perspective. Accuracy of […]