Cash Flow and Debt Planing
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Services of other enterprises
Description
- Cash flow and debt - both personal and business related
- Tax returns and current tax strategies - if any
- Practice, including systems, overhead, and cash flow
- Current business transition strategy, if appropriate
- Education funding and goal setting, if appropriate
- Current pension plan
- Current insurance coverage
- Current assets and investment allocation strategy
- Current wills, and other estate planning documents
- Other investments, including real estate
Contact the seller
Cash Flow and Debt Planing
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