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Management & Implementation

  • asset allocation
  • business plans
  • capital raise
  • coaching & motivation
  • deal structuring & negotiation
  • employee accountability
  • estate structuring & tax planning
  • financial & management reporting
  • forecasting & budgeting
  • human resource & retention programs & controls
  • income tax planning
  • performance evaluation
  • recordkeeping systems & controls
  • Retreat facilitation
  • risk protection & insurance programs
  • training & teamwork development