TOP 10 Business succession planning in Los Gatos, CA
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Padgett Business Advisors Silicon Valley West Inc. DBA Padgett Business Services
Padgett Business Advisors Silicon Valley West Inc. DBA Padgett Business Services is a leading accounting and finance institution located at 15813 Poppy Lane, Monte Sereno, California, United States. With a team of highly skilled professionals, they offer a wide range of financial services to help businesses thrive and grow. Whether you need assistance with tax preparation, payroll services, or financial planning, Padgett Business Services is dedicated to providing personalized solutions tailored to meet your specific needs. Trustworthy, reliable, and experienced, Padgett Business Services is the go-to choice for businesses looking to streamline their financial processes and achieve long-term success.
Dawson G Crawford Law Office
Dawson G Crawford Law Office is a reputable legal institution located at 253 Almendra Avenue in Los Gatos, California. Specializing in various areas of law, including but not limited to, personal injury, criminal defense, and family law, the expert team at Dawson G Crawford Law Office is dedicated to providing top-notch legal services to clients in the greater Los Gatos area. With a track record of success and a commitment to excellence, this law office is a trusted resource for individuals seeking professional legal representation.
Zolla Law Firm
Zolla Law Firm is a reputable legal institution located at 16450 Los Gatos Boulevard in Los Gatos, California, United States. Specializing in various areas of law, their team of experienced attorneys provides top-notch legal services to clients in need of professional representation. With a commitment to excellence and a track record of success, Zolla Law Firm is dedicated to serving the legal needs of individuals and businesses in the Los Gatos area and beyond. Whether you are facing a personal injury case, need assistance with estate planning, or require legal counsel for a business matter, Zolla Law Firm is here to help. Trust in their expertise and dedication to achieve the best possible outcome for your legal situation.
Schneider & Bartelmie Law Corporation
Schneider & Bartelmie Law Corporation is a trusted legal firm located at 14103 Winchester Boulevard in Los Gatos, California. Our team of experienced attorneys specializes in a wide range of legal services, including family law, estate planning, business law, and more. We are dedicated to providing personalized and effective legal solutions to our clients, helping them navigate through complex legal matters with ease. With a commitment to excellence and a track record of success, Schneider & Bartelmie Law Corporation is your go-to firm for all your legal needs.
Carlquist Mark S
Carlquist Mark S is a reputable law firm located at 983 University Avenue in Los Gatos, California. Specializing in various legal matters, their team of experienced lawyers provides expert advice and representation to clients in need. Whether you are facing a personal injury case, need help with estate planning, or require assistance with a business matter, Carlquist Mark S is dedicated to helping you navigate the complexities of the legal system. With a commitment to excellence and a track record of success, you can trust Carlquist Mark S to provide you with the highest quality legal services in the Los Gatos area.
Kane Investment Management, Inc.
Kane Investment Management, Inc. is a renowned finance institution located at 15466 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing expert financial advice and management services, Kane Investment Management, Inc. helps clients navigate the complex world of investments with confidence and success. Their team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Kane Investment Management, Inc. is committed to guiding you every step of the way.
Cheryl Young
Cheryl Young is a finance institution located at 750 University Avenue in Los Gatos, California, United States. Our team is dedicated to providing personalized financial solutions that adapt to the evolving needs of each client at every stage of wealth. We offer a comprehensive suite of services for individuals and institutions, including bespoke investment strategies and holistic financial planning. Through our curated Rockefeller Lifestyle Advisory partners, we provide exclusive experiences and concierge services to help you focus on what matters most to you. Led by your private advisor, our dedicated team can assist with day-to-day finances and create a financial plan designed to grow with you on your wealth journey. Rockefeller Global's Cheryl Young offers expert guidance on investing in big tech and maximizing success with Name, Image, and Likeness (NIL) deals. Our firm is a broker-dealer and investment adviser registered with the SEC and FINRA, providing a range of investment, insurance, and annuity products. Investing involves risk, and past performance is not a guarantee of future results. Consult your tax advisor and attorney for personalized advice on taxation and legal matters.
Scott Cruse - Morgan Stanley
Scott Cruse - Morgan Stanley is a leading finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a team of experienced financial advisors, they provide comprehensive wealth management services to individuals, families, and businesses. Whether you are looking to grow your investments, plan for retirement, or navigate complex financial decisions, Scott Cruse - Morgan Stanley offers personalized solutions tailored to your unique goals and needs. Trust in their expertise and dedication to help you achieve financial success.
Andrew Clift - Morgan Stanley
Andrew Clift - Morgan Stanley is a renowned finance institution located at 16000 Los Gatos Boulevard in Los Gatos, California, United States. With a strong reputation for providing top-notch financial services, Andrew Clift - Morgan Stanley offers a wide range of investment and wealth management solutions to meet the diverse needs of its clients. The institution is known for its expertise in financial planning, asset management, and investment strategies, making it a trusted partner for individuals and businesses looking to secure their financial future. With a team of experienced professionals and a commitment to excellence, Andrew Clift - Morgan Stanley is dedicated to helping clients achieve their financial goals and build a solid foundation for long-term success.
Vasona Accounting
Vasona Accounting, located at 15466 Los Gatos Boulevard in Los Gatos, California, is a reputable institution specializing in accounting and finance services. The founder, originally from Belarus, has been a proud United States citizen since 1998 and holds a summa cum laude degree from San Jose State University. With over 10 years of experience as a Certified Public Accountant, the founder has worked extensively with startup companies and small to medium-sized businesses, providing expertise in accounting processes, financial audits, and strategic planning. Vasona Accounting offers a range of services, including full-cycle accounting, GAAP compliance, R&D tax credit assistance, and financial reporting. As a certified Intuit QuickBooks ProAdvisor, the institution utilizes QuickBooks Online and integrated applications to streamline accounting processes for clients. Specializing in sectors such as SaaS, Biopharmaceutical, Fintech, and Nonprofit, Vasona Accounting has a proven track record of helping companies navigate pre-IPO negotiations, mergers, and acquisitions.
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