Business succession planning in Concord, California

Concord & Sage PC is a reputable law firm located at 1360 Valley Vista Drive in Diamond Bar, California. Specializing in a wide range of legal services, including estate planning, family law, and business law, the experienced attorneys at Concord & Sage PC are dedicated to providing top-notch legal representation to their clients. With a commitment to excellence and a track record of success, Concord & Sage PC is a trusted institution in the Diamond Bar community and beyond. Contact them today for expert legal guidance and support.

Contra Costa Small Business Development Center, located at 4071 Port Chicago Highway in Concord, California, is a hub for small businesses in Northern California looking to grow and succeed. Last year alone, the SBDC helped over 16,000 businesses secure $645 million in capital investment and create over 10,000 new jobs. Whether you need assistance with access to capital, human resources, compliance, marketing, accounting, or any other aspect of your business, SBDC is your one-stop-shop for accelerating your success. They offer a series of workshops and training programs designed to help businesses start, grow, and thrive.

Clear Action Business Advisors is a trusted institution located in Walnut Creek, California, specializing in accounting and finance services. Our team of experienced professionals is dedicated to helping businesses overcome financial challenges and achieve their goals. As your outsourced CFO, we provide expert guidance and support to improve cash flow, increase profitability, and drive growth. With a proven system and clear path to success, we help you make informed decisions and reach your financial targets. Our clients trust us to navigate the complexities of tax and accounting, ensuring compliance and maximizing financial performance. Whether you're a small business or a nonprofit organization, our tailored solutions can help you overcome financial roadblocks and achieve lasting success. Visit us at our convenient locations in Walnut Creek and Concord to learn more about how Clear Action Business Advisors can empower your business for growth and prosperity.

Assetmark Concord is a finance institution located at 1655 Grant Street in Concord, California, United States. With a focus on wealth management and investment services, Assetmark Concord offers a range of financial solutions to help individuals and businesses achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or secure your financial future, Assetmark Concord is dedicated to providing personalized and expert advice to help you make informed decisions. Visit us today to learn more about how we can help you secure your financial future.

Clear Action Business Advisors is a finance and accounting institution located in Concord, California. We specialize in helping businesses improve their cash flow and profitability, providing expert guidance and advice to navigate financial challenges. Our team of experienced CFOs act as trusted advisors, leading clients through a proven system to achieve growth and success. Testimonials from satisfied clients highlight our dedication to providing top-notch services and expertise in tax, accounting, and financial reporting. Situated in the vibrant downtown area of Walnut Creek, our Outsourced CFO Solutions empower businesses in the surrounding communities for lasting success and explosive growth. Contact us at our Walnut Creek or Concord locations to learn how we can help your business overcome financial roadblocks and thrive.

Padgett Business Services is a reputable accounting and finance institution located at 2280 Diamond Boulevard in Concord, California. With years of experience in the industry, they offer a wide range of services to help individuals and businesses manage their finances effectively. From bookkeeping and tax preparation to financial planning and payroll services, Padgett Business Services is dedicated to providing top-notch solutions tailored to meet the unique needs of their clients. With a team of skilled professionals, they strive to deliver accurate and timely financial assistance to ensure the success and growth of their clients' businesses.

TAXDEN INC is a reputable accounting and finance institution located at 3375 Port Chicago Highway in Concord, California, United States. With a team of experienced professionals, TAXDEN INC provides a wide range of services including tax preparation, financial planning, and bookkeeping. Clients can expect personalized and reliable solutions to their financial needs, ensuring their financial well-being and success.

TBL Attorney, located at 1849 Willow Pass Road in Concord, California, is a dedicated law firm specializing in various legal services. Led by Trincy Lekshmanan, the team at TBL Attorney is committed to providing clear and understandable legal assistance to clients facing a variety of challenges. Whether you are navigating the complexities of immigration law, seeking justice for workplace issues such as wrongful termination or discrimination, or planning for the future with estate planning services, TBL Attorney is here to help. Trincy Lekshmanan's expertise in immigration law extends to a wide range of visas and green cards, as well as family-based immigration cases.

Thunderbird Headquarters, Inc. is a premier car repair and store located at 4020 Pike Lane in Concord, California, United States. Specializing in Thunderbird vehicles, our expert technicians provide top-notch repair and maintenance services to keep your car running smoothly. Our store also offers a wide selection of parts and accessories for Thunderbird enthusiasts. Visit Thunderbird Headquarters, Inc. for all your Thunderbird needs.

Rain & Zepp, PLC is a reputable law firm located in Eureka, California, specializing in a wide range of legal services. Founded by partners Tracy Rain and Beorn Zepp, the firm has a strong focus on justice and advocacy for individuals, children, families, corporations, and estates. Tracy Rain, a seasoned trial lawyer with over 17 years of experience, has successfully represented numerous clients in various legal matters. Her background in facilitating adoptions, guardianships, child custody conflicts, and estate planning has earned her a reputation for providing compassionate and effective legal services. Tracy is also dedicated to pro bono work, offering assistance to homeless individuals and environmental activists.

Littorno Law Group is a reputable institution located at 2211 Railroad Avenue in Pittsburg, California. With additional office locations in Pleasant Hill, San Diego, and San Mateo, our experienced team assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. We specialize in various areas of estate planning and aim to save our clients time and money by providing guidance on the basics of estate planning and associated tax issues. Our firm serves clients throughout Contra Costa County, including cities such as Antioch, Brentwood, Concord, Pleasanton, San Ramon, Oakland, San Diego, and San Mateo. Trust Littorno Law Group to provide expert legal assistance for all your estate planning needs.

The Law Offices of Joel A. Harris, located at 5444 Clayton Road in Clayton, California, is a top estate planning attorney specializing in trust and probate law. With a State Bar Certified Specialist in Estate Planning, Trust and Probate Law, the firm is dedicated to helping clients protect their assets and ensure their wishes are carried out after they pass away. Estate planning is essential for everyone, regardless of the size of their estate. The team at Law Offices of Joel A. Harris can help you create a comprehensive plan that outlines who will receive your assets, what they will receive, and when they will receive it. By planning in advance, you can minimize taxes, legal fees, and court costs, ensuring that your loved ones are taken care of according to your wishes.

The Law Office of Randolph Stein is a reputable legal practice located at 1320 Willow Pass Road in Concord, California. Specializing in various areas of law, including but not limited to criminal defense, family law, personal injury, and estate planning, attorney Randolph Stein and his team provide expert legal representation and guidance to clients throughout the United States. With a commitment to excellence and a track record of success, the Law Office of Randolph Stein is dedicated to advocating for the rights and best interests of their clients. Contact them today for a consultation.

Lawrence G. Townsend is a renowned Intellectual Property Lawyer located at 2300 Clayton Road in Concord, California, United States. Specializing in protecting and defending the intellectual property rights of individuals and businesses, Mr. Townsend has a proven track record of success in this complex legal field. As a trusted legal advisor, he provides expert guidance and representation in matters related to patents, trademarks, copyrights, and trade secrets. With a commitment to excellence and a dedication to serving his clients' best interests, Lawrence G. Townsend is a top choice for those seeking legal assistance with intellectual property issues.

Karen Matcke Crosby is a reputable lawyer based in Concord, California. Located at 2001 Clayton Road, this institution offers expert legal services in various areas of law. With a strong track record of success and a commitment to providing personalized attention to each client, Karen Matcke Crosby is dedicated to achieving the best possible outcome for their clients. Whether you are in need of legal advice, representation in court, or assistance with legal documents, Karen Matcke Crosby is here to help. Contact them today to schedule a consultation and see how they can assist you with your legal needs.

John Castaneda is a Financial Advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California, United States. John holds various certifications, including the AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate John's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are a retiree, small business owner, high net worth individual, or someone with specific financial needs, John Castaneda can provide you with personalized financial advice and guidance to help you achieve your financial goals. Contact John today for professional financial services tailored to your unique situation.

C & J Kreins Tax Services EA is a reputable accounting and finance institution located at 2280 Diamond Boulevard in Concord, California, United States. Our team of experienced Enrolled Agents is dedicated to providing top-notch tax services to individuals and businesses. With a commitment to accuracy and personalized attention, we strive to help our clients maximize their financial success. Trust C & J Kreins Tax Services EA for all your tax and financial needs.

Stanza Tax Services, located at 3135 Clayton Road in Concord, California, offers a wide range of strategic and administrative services to small and medium-sized businesses in the accounting, finance, and health sectors. Their mission is to help clients reach their full strategic potential by providing personalized services tailored to each organization's needs. From preparing personal taxes to assisting with business formations and compliance, Stanza Tax Services is dedicated to helping businesses succeed. They also offer services such as obtaining non-profit status for charity organizations and analyzing every aspect of a business to ensure success. With a team of experts who take the time to understand each client's needs, Stanza Tax Services is committed to providing top-notch service and support. Contact them at 510-778-1579 or info@stanzatax.com for more information.

Aqui Income Tax Service is a professional accounting and finance institution located at 3135 Clayton Road in Concord, California, United States. With a team of experienced tax professionals, we provide a wide range of services to help individuals and businesses with their tax preparation, planning, and filing needs. Our dedicated staff is committed to providing accurate and timely services to ensure our clients receive the maximum tax benefits available. Whether you need assistance with personal tax returns or complex business accounting, Aqui Income Tax Service is here to help you navigate the ever-changing tax laws and regulations. Contact us today to schedule an appointment and experience the difference our expertise can make in your financial success.

Tax Pros is a leading institution located at 3417 Chestnut Avenue in Concord, California, United States. Specializing in accounting, finance, and real estate services, Tax Pros is dedicated to providing expert guidance and support to individuals and businesses alike. With a team of experienced professionals, Tax Pros prides itself on delivering personalized solutions tailored to meet each client's unique needs. Whether you are seeking assistance with tax preparation, financial planning, or real estate transactions, Tax Pros is committed to helping you achieve your goals and maximize your financial success. Visit us today to experience the difference our expertise can make for you.

Volkar David CPA is a reputable accounting and finance institution located at 2056 Colfax Street in Concord, California, United States. We understand the importance of knowing that your finances are in good hands, which is why we strive to provide professional services that cater to your specific needs and offer you peace of mind. Our team of experienced professionals offers flexibility and innovation in our solutions, keeping you informed every step of the way. With a combination of expertise, experience, and a team mentality, we ensure that each client receives the close analysis and attention they deserve. Our dedication to high standards, hiring seasoned tax professionals, and strong work ethic are the reasons why our clients continue to return year after year.

Littorno Law Group, located at 16935 West Bernardo Drive in San Diego, California, assists clients with legal matters related to Estate, Tax, and Medi-Cal Planning, as well as Veteran’s Benefits. With office locations in Pittsburg, Pleasant Hill, San Diego, and San Mateo, our firm practices in various areas of estate planning. Our website is designed to provide you with valuable information on estate planning and tax issues, saving you time and money. We also assist clients throughout Contra Costa County, including areas such as Antioch, Brentwood, Concord, Danville, and San Ramon. Contact us for expert legal assistance in estate planning and related matters.

The Castillo Law Office, located at 1939 Harrison Street in Oakland, California, is dedicated to providing high-quality legal representation and aggressive advocacy to achieve the best possible outcome for their clients. Attorney Castillo, a former extern for a federal judge, brings a unique perspective to his practice, having assisted with the judicial decision-making process behind the scenes. Recognized as a member of The National Trial Lawyers: Top 100 Trial Lawyers and honored with prestigious awards for professionalism and integrity, Attorney Castillo has a proven track record of success in criminal defense cases. The firm offers free case evaluations and flexible payment plans to accommodate clients' financial situations. With a focus on personalized solutions and relentless advocacy, The Castillo Law Office has successfully handled complex cases, including securing new trials and dismissals for clients facing serious charges. Serving clients in Oakland, Antioch, Concord, Hayward, Livermore, Richmond, San Leandro, and the Alameda and Contra Costa counties, the firm is committed to safeguarding the futures of those accused of criminal offenses.

Javier Ly Martinez: Primerica - Financial Services is a reputable finance and insurance agency located at 1800 Sutter Street in Concord, California, United States. With a focus on helping individuals and families achieve financial security and success, the institution offers a wide range of services including financial planning, investment strategies, insurance solutions, and retirement planning. With a team of experienced professionals, Javier Ly Martinez: Primerica - Financial Services is dedicated to providing personalized and comprehensive financial guidance to its clients.

Harrison | Kristopher, LLP is a reputable law firm located at 1800 Sutter Street in Concord, California. Specializing in various areas of law, their team of experienced lawyers provide top-notch legal services to clients in need of expert advice and representation. With a commitment to excellence and a track record of success, Harrison | Kristopher, LLP is dedicated to serving the legal needs of individuals and businesses in the Concord area and beyond. Contact them today for professional and reliable legal assistance.

Ratto Law Firm is a prestigious legal institution located at 3125 Clayton Road in Concord, California. Specializing in a wide range of legal services, our team of skilled attorneys is dedicated to providing top-notch representation to our clients. With a strong commitment to excellence and a track record of success, Ratto Law Firm is a trusted name in the legal community. Contact us today for expert legal assistance.

TrailView is a leading finance institution located at 1070 San Miguel Road in Concord, California, United States. We specialize in providing expert financial services and guidance to individuals and businesses looking to secure their financial future. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized strategies and innovative solutions. Whether you are looking to invest, save for retirement, or manage your assets, TrailView is here to help you every step of the way. Visit us today to learn more about how we can assist you in achieving financial success.

S&T Fraternity Management is a premier institution located at 1465 Civic Court in Concord, California, United States. We specialize in providing comprehensive management services for fraternities, ensuring smooth operations and fostering a strong sense of community among members. Our experienced team is dedicated to supporting the growth and success of each fraternity we work with, offering personalized solutions tailored to meet their unique needs. With a commitment to excellence and a passion for fraternity management, S&T Fraternity Management is the trusted partner your organization needs to thrive.

Gary Cruff is a highly experienced financial advisor at Ameriprise Financial Services, LLC located at 1320 Willow Pass Road in Concord, California. With a strong background in finance and a commitment to helping clients achieve their financial goals, Gary provides personalized advice and guidance to individuals and families. Whether you are planning for retirement, saving for college, or investing for the future, Gary can help you create a customized financial plan to meet your needs. With a focus on building long-term relationships based on trust and integrity, Gary Cruff is dedicated to helping his clients secure their financial future.

Kim's Tax Services is a trusted accounting and finance institution located at 2975 Treat Boulevard in Concord, California. With a team of experienced professionals, we offer a wide range of tax services to individuals and businesses. Our goal is to provide accurate and reliable financial solutions to help our clients navigate the complexities of tax laws and regulations. Whether you need assistance with tax preparation, planning, or consulting, Kim's Tax Services is here to help you achieve your financial goals. Contact us today to schedule an appointment and experience the difference our expertise can make for your financial success.