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It was clear to you that Billy did not want to change his lifestyle and was worried that $1 million in annual income may not be enough. As a CEPA, what should you advise Billy?

All private companies sell in a range of value (ROV). This range of value is primarily determined by:

What taxes can potentially be reduced if the business owner gifts shares of the company to a charity?

Decentralizing the business owner from the company is critical to its success. This can also be an effective exit strategy for a business owner.

A 90-Day Sprint is a continual loop of:

Which advisors should make up the core of any exit planning team?

An advantage of an ESOP is?

Use the graph of sea level below. When was sea level the highest?

Value Advisor CEPAs can be described as:

The group of herbivorous dinosaurs that are known for the triangular plates along their back and their walnut sized brains are the?