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ClaimIdentify life's want to do's and have to do's.
We use a three-tier system of business owner priorities. It is a coordinated, integrated and verifiable model for managing owner financial priorities. And we can start our process in any Tier based on an owner's top priority.
Tier I - Business Exit Planning and Estate Transfers
Tier II - Personal Wealth Building
Tier III - Key Employee Retention and Company Sponsored Qualified Plans
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
2 - 9
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Locations
South Bend, IN
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Year founded
Founded 2015
1 Locations
- South Bend , IN
Service Lines
- Business Consulting
- 100%
Select Focus Area
- Business Consulting Focus
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- Due Diligence Consulting
- 35%
- Sourcing and Procurement Consulting
- 25%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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