New Certified Family Business Specialist in San Jose, CA helps local businesses with financial, retirement and estate planning considerations
The CFBS designation places Charles in a select class of financial professionals tailored to the needs of family-owned and closely-held businesses, such as:
- Financial issues regarding succession, retirement and estate planning
- Tax and financial considerations in transitioning a business
- Benefit plans to help attract and retain qualified talent in closely-held businesses
Research shows that business owners spend a majority of their time working in their businesses and not on their businesses as evidenced by how few have documented plans in place to protect their businesses from the unexpected.1
"Family and closely-held businesses have unique dynamics when it comes to financial considerations, including succession and retirement planning," said
In addition to the CFBS designation, Charles is a qualifying member of the
To learn more about how a Certified Family Business Specialist can help local businesses, please contact
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