Educational services, namely, conducting seminars on business planning and related course materials distributed therewith

Providing a website for referring financial advisors to other financial advisors for succession planning and transition, and matching younger advisors with retiring advisors

financial estate consulting services; financial planning; financial management; financial services, namely, wealth management services

Career counseling, namely, providing advice concerning education options to pursue career opportunities; Education services, namely, providing career training classes, seminars, and workshops in the fields of business succession planning

Business consulting services in the field of organizational change management; Business consulting services in the field of transition management, staff alignment, search, organizational communication; Business management consulting services in the field of transition management, staff alignment, search, organizational communication; Business management consulting, strategic planning and business advisory services provided to nonprofit entities, for-profit entities, and organizational leaders...

business management services

Business management consultation relating to leadership succession, executive transition and executive development

Legal services

Financing and loan services for mergers and acquisitions in the field of financial advising

Financing and loan services for mergers and acquisitions in the field of financial advising; Commercial lending services

Financial valuation of professional practices

Providing a website featuring online business networking for financial professionals, including financial advisors, registered investment advisors, certified public accountants, insurance agents, and brokers

Online marketplace and Consulting services for financial advisors buying and selling their financial advisory and insurance practices

Educational services, namely, conducting seminars, training services, testing services, in-person and Internet-based classroom training for certification of professionals, all in the field of business succession planning pertaining specifically to personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance and distributing course mat...

Business consulting, assessment, training and analysis services in the field of business succession planning pertaining to personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance and the interdependence of these issues at they pertain to business succession; distribution of technology to professionals in the fields of personal fi...

Business succession planning

Business consulting in fields of value creation and exit strategy planning

Financial and insurance advisory services; business brokerage services to owners of small and middle-market companies; estate planning services; investment consultation services; financial planning and management; business finance procurement services; life insurance brokerage services; business succession planning; consulting services in the field of commercial and consumer lending; and financial advisory services

Computer software for creating searchable databases of information and data; Computer software for use in customer relationship management (CRM)

Computer software for creating searchable databases of information and data; Computer software for use in customer relationship management (CRM)

Providing temporary use of on-line non-downloadable business succession planning computer software for professionals in the fields of personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, and family governance; testing, analysis and evaluation of the knowledge, skills and abilities of business planners and succession planners in the fields of bu...

Providing temporary use of on-line non-downloadable business succession computer software for professionals in the fields of personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance; testing, analysis and evaluation of the knowledge, skills and abilities of business planners and succession planners in the fields of business struct...

merger and acquisition consultation for corporations

Accounting services

Business succession planning

COMPUTER PROGRAMS FOR USE IN MANAGEMENT SUCCESSION PLANNING

LIFE INSURANCE UNDERWRITING

Financial services, namely, underwriting universal life insurance products

Advertising and advertisement services

Business succession planning

Life insurance

Financial services, namely, underwriting life insurance and variable universal life products

tax planning and financial planning services

marketing and selling services to others, namely tax planning, financial planning, retirement planning, estate planning, asset management, and investment banking

Business succession planning

Business succession planning

Business Succession Planning

Software as a service (SAAS) services featuring software for multi-asset class trading compliance, risk management, order routing, namely, client monitoring, surveillance and reports, realtime drop copy service, end of day file processing

board game

Financial consultation in the field of environmental management, namely, advising business and individuals on issues of portfolio planning and investment planning

Wines

conducting seminars, workshops, training and coaching in the field of self-improvement

Software as a service (SAAS) services featuring software for transition and succession planning for business principals, business management, business personnel, and boards of directors; Providing online non-downloadable software for transition and succession planning for business principals, business management, business personnel, and boards of directors; Providing a website featuring non-downloadable software for transition and succession planning for business principals, business manageme...

Providing on-line non-downloadable software for business leadership planning and business contingency planning, namely, for providing non-downloadable checklists, forms, tables, reports, ratings, and estimates for creation of transition and succession plans and identification of needed leadership skills for boards of directors and executive management

Business succession planning services for financial advisors

Business consultation in the field of business leadership development; Business consulting services

Providing a website featuring information in the field of succession planning; Public speaking and consulting services in field succession planning

Floors, not of metal

Executive search and placement services

Business consultancy; Business consultation; Business organization consultancy; Professional business consultancy