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TOP 30 Business succession planning in Palo Alto, CA
27 results found
Search for local businesses, places and services near you
Tal Palo
Tal Palo is a cozy cafe located at 149 Main Street in Los Altos, California. This charming spot is known for its delicious food and welcoming atmosphere. Whether you're looking for a quick coffee and pastry or a leisurely meal with friends, Tal Palo has something for everyone. Stop by and enjoy a taste of California cuisine in a relaxed setting.
Accountant Partners Small Business Accountant - Long Beach Location
Welcome to Accountant Partners Small Business Accountant - Long Beach Location, your trusted partner in accounting and finance, located on Park Avenue in the heart of Long Beach, California. Serving the vibrant community of Long Beach and its surrounding neighborhoods from Belmont Shore to Bixby Knolls and Alamitos Heights, we are dedicated to helping the area's 469,450 residents and 33,023 businesses thrive. At Accountant Partners, we specialize in minimizing your tax burden and maximizing your business profitability. With over 27 years of experience, we offer best-in-class tax minimization strategies, personalized advisory services, and technology-driven efficiency. Our proactive approach ensures that you save significantly on taxes, with potential savings ranging from $10,000 to over $1 million.
Bay Legal PC
Bay Legal PC is a comprehensive legal institution located at 3790 El Camino Real in Palo Alto, California, United States. We specialize in providing innovative legal solutions for individuals, entrepreneurs, and companies, with a focus on startups and midsize ventures. Our lead counsel, Jayson R. Elliott, offers expert in-house counsel services tailored to your business needs, leveraging over a decade of experience in the legal and financial sectors. We provide specialized services in blockchain and crypto, with a focus on private placement filings. Jayson R. Elliott has successfully raised multimillion-dollar funding rounds through token sales, equity investments, and project-related investments, and is well-equipped to guide you through the complexities of private placement offerings.
Brewer Offord & Pedersen LLP
Brewer Offord & Pedersen LLP is a prestigious law firm located in Palo Alto, California. Specializing in various legal areas, their team of experienced lawyers provides top-notch legal services to individuals and businesses alike. Conveniently situated at 2225 El Camino Real, Brewer Offord & Pedersen LLP is a trusted institution known for their dedication to client success and commitment to excellence in the legal field. Whether you are in need of real estate, business, or estate planning assistance, the skilled attorneys at this firm are ready to help you navigate the complex legal landscape with confidence and expertise.
Kramer Radin, LLP
Kramer Radin, LLP is a well-established law firm located in Los Altos, California, specializing in estate planning, probate, trust administration, conservatorships, and estate management. With a team of experienced legal professionals, the firm offers guidance on a range of related issues such as gifting, charitable giving, business succession planning, elder abuse prevention, and dispute resolution. The firm's goal is to help clients plan and administer their estates wisely to protect assets, minimize legal and tax expenses, and ensure estate protection and continuity. Serving clients in Santa Clara and San Mateo Counties, including Palo Alto, Sunnyvale, Cupertino, and Silicon Valley, Kramer Radin, LLP is dedicated to providing comprehensive legal services in estate planning and related matters. Attorney Advertising. This website provides general information and does not constitute formal legal advice or establish a lawyer/client relationship.
Law Offices of Hanlen J. Chang
The Law Offices of Hanlen J. Chang, located at 388 Market Street in San Francisco, California, offers a wide range of services in accounting, finance, and law. Specializing in estate planning, business and real estate transactions, the firm provides advanced services for businesses, investors, and individuals. Services include trusts, trust administration, international estates, real property and business succession planning. The firm also offers business counsel, business formation for LLCs and corporations, contract drafting, debt instruments, and real estate ownership transfer to business entities. Additional services include tax planning, real estate remedies, and tax structuring for international investors. With main office and mailing address in San Francisco, the firm also has satellite offices in Palo Alto and San Jose for appointments.
Law Office of Craig Ching, PC
The Law Office of Craig Ching, PC is a business law attorney located at 303 Twin Dolphin Drive in Redwood City, California. With over 15 years of experience, Craig Ching offers personalized legal services to meet the unique needs of each client. Specializing in business transactions and complex litigation, Craig can assist with mergers and acquisitions, contract drafting, intellectual property protection, and business entity formation. Craig Ching prides himself on building strong relationships with his clients, providing ongoing support as their businesses grow and evolve. As a trusted advisor and outside general counsel, Craig is dedicated to helping his clients reduce stress and achieve their business goals. Serving the San Francisco Bay Area, including San Jose, Santa Clara, Palo Alto, and Oakland, the Law Office of Craig Ching, PC offers a full range of business law services to ensure the success of your company. Contact Craig Ching at craig@lawofficeofcraigching.com or (650) 632-4356 for expert legal guidance and support.
Pillsbury Winthrop Shaw Pittman LLP
Pillsbury Winthrop Shaw Pittman LLP, located at 2550 Hanover Street in Palo Alto, California, is a leading legal institution with a deep understanding of the challenges and opportunities facing emerging growth companies in Silicon Valley. With a focus on corporate transactions, securities litigation, and intellectual property law, Pillsbury's team of experienced attorneys has a proven track record of success in working with high net worth individuals, entrepreneurs, and businesses of all sizes. The Silicon Valley office serves a diverse range of clients, from start-ups to Fortune 500 companies, providing expert counsel in areas such as wealth transfer, estate planning, and charitable giving. Recently, new partners Jeewon Kim Serrato and Shruti Bhutani Arora have joined the team, further enhancing Pillsbury's capabilities in data protection, internal investigations, and technology and retail industries. As recognized by The Legal 500, Pillsbury Winthrop Shaw Pittman LLP is a trusted advisor for clients seeking top-tier legal services in the Bay Area.
Cahners & Samuels
Cahners & Samuels is a reputable law firm located at 550 Hamilton Avenue in Palo Alto, California. With a team of experienced lawyers, they provide top-notch legal services to clients in a wide range of practice areas. From business law to estate planning, Cahners & Samuels is dedicated to providing personalized and effective representation to meet the unique needs of each client. With a commitment to excellence and a track record of success, they are a trusted resource for individuals and businesses seeking legal guidance in the United States.
Law Offices of Jotham S. Stein P.C.
The Law Offices of Jotham S. Stein P.C. is a prestigious legal institution located in Palo Alto, California. Specializing in various areas of law, our team of experienced lawyers is dedicated to providing top-notch legal services to our clients. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for our clients. Whether you are in need of legal representation for personal injury, business law, or estate planning, our skilled attorneys are here to help. Contact us today at 260 Sheridan Avenue to schedule a consultation and see how we can assist you with your legal needs.
The Gikkas Law Firm
The Gikkas Law Firm is a leading legal institution located at 530 Lytton Avenue in Palo Alto, California. Our team of experienced attorneys is dedicated to providing top-notch legal services in a variety of practice areas, including business law, intellectual property, real estate, and estate planning. With a commitment to excellence and a track record of success, we strive to achieve the best possible outcomes for our clients. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
Kohler Legacy Law Group
Kohler Legacy Law Group is a trusted institution located in downtown Los Altos, California, United States. Our office is conveniently situated on the corner of Whitney Street and Third Street, just across from the 76 gas station and Comerica Bank. With underground parking accessible from Third Street and street parking available on Whitney Street, visiting us is easy and convenient. At Kohler Legacy Law Group, we specialize in estate planning and trust and estate administration services. Our mission is to help you create a personalized estate plan that reflects your unique legacy, ensuring that your wishes are carried out for generations to come. Whether you are located in Silicon Valley or the surrounding areas such as Los Altos Hills, Palo Alto, Saratoga, San Jose, Menlo Park, Redwood City, or San Mateo, we are here to assist you every step of the way.
Law Office of Einat Arbel
The Law Office of Einat Arbel is a prestigious legal firm located at 2225 East Bayshore Road in Palo Alto, California. Specializing in a wide range of legal services, including business law, real estate law, and estate planning, our team of experienced attorneys is dedicated to providing exceptional representation and personalized solutions for our clients. With a commitment to excellence and a track record of success, the Law Office of Einat Arbel is the trusted choice for individuals and businesses seeking expert legal advice and representation in the United States.
Law Office of Timothy Gomes
The Law Office of Timothy Gomes is a reputable legal firm located at 4137 Abel Avenue in Palo Alto, California. With a focus on providing expert legal services to clients in need of assistance with various legal matters, Timothy Gomes and his team are dedicated to delivering personalized and effective solutions. Specializing in areas such as family law, estate planning, and business law, the firm is committed to delivering top-notch legal advice and representation to clients in the Palo Alto area and beyond. With a strong track record of success and a commitment to client satisfaction, the Law Office of Timothy Gomes is a trusted name in the legal community.
ROBERT TRI BAO DIEP
ROBERT TRI BAO DIEP is a healthcare institution located at 725 Welch Road in Palo Alto, California. Specializing in primary care and internal medicine, Dr. Diep and his team provide comprehensive medical services to patients of all ages. With a focus on preventive care and wellness, the institution offers personalized treatment plans to address each individual's unique health needs. Patients can expect compassionate care and expert medical advice from the dedicated professionals at ROBERT TRI BAO DIEP.
The Law Offices of Michael J. Repka
The Law Offices of Michael J. Repka is a prestigious legal firm located at 1717 Embarcadero Road in Palo Alto, California, United States. Specializing in various areas of law, including estate planning, real estate law, and business law, our team of experienced attorneys is dedicated to providing top-notch legal representation and personalized service to our clients. With a reputation for excellence and a track record of success, we are committed to helping individuals and businesses navigate the complexities of the legal system with confidence and peace of mind. Contact us today for expert legal advice and representation.
Ehrman Richard L Attorney
Ehrman Richard L Attorney, located at 285 Hamilton Avenue in Palo Alto, California, is a trusted law firm with over 70 years of experience serving successful individuals and businesses in Silicon Valley and throughout California. Specializing in various areas of transactional law and civil litigation, including business, employment, intellectual property, real estate, and trusts and estates matters, our team of experienced attorneys provides superior outcomes for our select clients. Our Business Group attorneys offer expert counsel and tailored solutions to address our clients' legal needs. Our employment attorneys provide responsive and strategic counseling services, while our team also assists clients with preserving proprietary information and navigating complex litigation matters.
FLG Partners, LLC
FLG Partners, LLC is a finance institution located at 228 Hamilton Avenue in Palo Alto, California, United States. With a team of experienced financial professionals, FLG Partners offers a range of financial services including strategic financial planning, investment management, and risk assessment. Their expertise and dedication to client satisfaction make them a trusted partner for individuals and businesses seeking to optimize their financial health and success.
Merrill Lynch Financial Advisor Curtis L Bunch
Merrill Lynch Financial Advisor Curtis L. Bunch, located at 3075A Hansen Way, Palo Alto, California, United States, is a renowned finance institution offering personalized wealth management and planning services to clients. With over 20 years of experience in the financial services industry, Curtis L. Bunch Jr. is a Certified Financial Planner™ and a Certified Plan Fiduciary Advisor, dedicated to helping clients achieve their financial goals. Curtis works closely with clients' accountants, estate attorneys, and other financial professionals to create integrated wealth management plans. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on individual goals. The institution's team, supported by global resources, is committed to building strong client relationships based on trust and personalized service.
Cornerstone Capital, Inc
Cornerstone Capital, Inc is a renowned finance institution located at 200 Homer Avenue in Palo Alto, California, United States. With a strong reputation for providing top-notch financial services, Cornerstone Capital, Inc is committed to helping individuals and businesses achieve their financial goals. Whether it's investment management, financial planning, or wealth management, the expert team at Cornerstone Capital, Inc is dedicated to delivering personalized solutions tailored to each client's unique needs. Trustworthy, reliable, and experienced, Cornerstone Capital, Inc is the cornerstone of your financial success.
Merrill Lynch Financial Advisor Cory Barraclough
Merrill Lynch Financial Advisor Cory Barraclough is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Cory Barraclough offers a comprehensive approach to managing wealth, starting with understanding the financial situation and priorities of each client. With access to Merrill's investment insights and Bank of America's banking solutions, Cory creates customized wealth management strategies that adapt to changing market conditions. Cory is dedicated to providing excellent service and helping clients achieve their financial goals. By participating in community service and volunteering, Cory upholds the Merrill tradition of giving back. The Merrill Personal Wealth Analysis™ helps build personalized plans centered on clients' goals. Through thoughtful conversations, Cory helps clients identify and prioritize their financial aspirations, whether it's planning for retirement, saving for a home, or funding education. By utilizing the Investment Personality Assessment, Cory gains a deeper understanding of clients' investing preferences to tailor financial approaches accordingly. Regular check-ins ensure that clients' evolving goals and life changes are reflected in their financial strategies. With a focus on helping clients pursue their goals, Cory designs personalized plans to manage, grow, and preserve wealth, while considering long-term impacts. By staying informed and addressing fluctuations in the market, Cory helps clients achieve financial success. As a Merrill Lynch Wealth Management Advisor, Cory offers personalized investment strategies and comprehensive financial solutions to address clients' needs and goals. With a commitment to always putting clients first, Cory provides one-on-one relationships to guide clients along their financial journeys. Investing involves risk, and Cory is registered to do business in multiple states. Clients are encouraged to consult legal and tax advisors before making financial decisions. This material does not take into account clients' specific investment objectives and needs, and Merrill offers a range of services to suit individual preferences. With the right advisor by your side, you can navigate the complexities of your financial life and work towards achieving your goals.
Merrill Lynch Financial Advisor Louis Cano
Merrill Lynch Financial Advisor Louis Cano is a finance institution located at 3075A Hansen Way, Palo Alto, California, United States. Managing your wealth begins with a deep understanding of your full financial picture. Louis Cano can help create a flexible strategy tailored to your needs, providing access to investment insights from Merrill and banking solutions from Bank of America. With a focus on personalized wealth management strategies, Louis Cano is dedicated to helping you pursue your financial goals. Louis Cano follows the Merrill tradition of community involvement, volunteering with organizations in the local community. Through Merrill Personal Wealth Analysis™, a personalized plan centered on your goals can be created and documented. By understanding your aspirations and priorities, Louis Cano can help you navigate changes in your life and financial goals.
Merrill Lynch Financial Advisor Avanti Pakrasi
Merrill Lynch Financial Advisor Avanti Pakrasi, located at 3075A Hansen Way, Palo Alto, California, United States, offers personalized financial advice and guidance to help you develop a customized financial strategy. Avanti Pakrasi can assist you in considering your risk tolerance, time horizon, and liquidity needs to create a plan centered around your goals. The institution provides insights, observations, and ideas to help you achieve your financial objectives. With access to the investment insights of Merrill and the banking solutions of Bank of America, Avanti Pakrasi can help you manage your wealth through personalized strategies tailored to your needs. The team at Merrill Lynch Wealth Management is dedicated to building strong client relationships based on trust and personalized service, focusing on your family, goals, and priorities. By understanding your financial situation and what matters most to you, Avanti Pakrasi can design a personalized approach that reflects your unique needs and helps you stay on track towards your goals. As a Certified Financial Planner, Avanti Pakrasi is registered to do business in multiple states and is committed to helping you achieve financial success by providing thoughtful advice and guidance.
Merrill Lynch Financial Advisor Richard McHugh
Merrill Lynch Financial Advisor Richard McHugh is located at 3075 Hansen Way in Palo Alto, California, United States. Rich McHugh is a Senior Vice President, Private Wealth Advisor, and Portfolio Manager at Merrill Private Wealth Management. He works with leaders in business, members of accomplished families, and successful individuals to help them navigate the complexities of wealth through the advice and capabilities of Merrill Private Wealth Management's world-class infrastructure. Rich and his team provide highly personalized experiences by servicing a limited number of families. With extensive experience in traditional and alternative investments, portfolio management, short-term cash management, financing, and estate planning strategies, Rich begins each relationship by gaining a thorough understanding of his clients' backgrounds, financial pictures, goals, and expectations. Prior to joining Merrill, Rich worked at J.P. Morgan Private Bank in various offices across the United States. He holds a B.A. in Political Science and Government from Purdue University and a M.S. in Finance from DePaul University. Rich resides in Los Altos, CA, and enjoys art, golf, skiing, and travel in his free time. Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service, with a focus on the unique priorities and goals of each individual client. Clients can expect personalized investment strategies and comprehensive financial solutions tailored to their needs and objectives.
Robert W Baird & Co
Robert W. Baird & Co is a finance institution located at 1661 Page Mill Road in Palo Alto, California, United States. Known for their time-tested processes in managing fixed income and equity funds, they focus on controlling risk and delivering performance. Their venture capital and private equity teams specialize in investing in B2B technology and services companies. The institution has been consistently recognized as a best workplace, attracting talented individuals who ensure the quality and continuity of their services. With expertise in the industrial equipment market and key public companies, Baird offers financial advice and services including Private Wealth Management, Asset Management, Global Investment Banking, Capital Markets, and Private Equity. Their experienced teams prioritize performance, risk management, and exemplary client service. They also provide objective bond market research and specialized services such as loan evaluation and securitized product analysis.
Kwang Park Wells Fargo Advisors
Kwang Park Wells Fargo Advisors is a reputable financial institution located at 1950 University Avenue in East Palo Alto, California. As a branch of Wells Fargo Advisors, they provide a wide range of financial services and investment solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, Kwang Park Wells Fargo Advisors is dedicated to providing personalized and comprehensive financial guidance to their clients. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Kwang Park Wells Fargo Advisors is committed to helping you navigate the complexities of the financial world with confidence and success.
Intentional Accounting
Intentional Accounting, located at 2100 Geng Road in Palo Alto, California, is a premier institution specializing in accounting and finance services. Our Part-Time CFO service provides professional financial management to help guide businesses to success. We offer tax preparation and planning services, analyzing your tax road map to provide legal strategies that save you money. As a small business owner, let us take care of your books and payroll needs so you can focus on running your company. If you're facing tax problems, our experienced team can help resolve them and prepare business or personal tax returns. We also offer bookkeeping services to keep your financial records in top shape. Our commitment to our clients' success is evident in our participation in the Intuit QuickBooks Accountant Council, where we discuss future accounting product development to better serve you.
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