U.S. federal trademark · Serial No. 97232520 · Reg. No. 7160407
Business planning services, namely, business succession, accounting services; business consulting services, namely, business evaluation services; business consulting services, namely, strategic planning and implementation services; business consulting services, namely, business appraisals and evaluations of small businesses; accounting services for business mergers and acquisitions; business merger and acquisition consultation
Investment services, namely, cash flow management, investment consultation, and investment management services; financial planning advice relating to investments and wealth management for retirement plans; business brokerage services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.