U.S. federal trademark · Serial No. 99680512
Business management consulting; Business strategic planning services; Business succession planning; Business advisory services; Business risk management consultation; Business advisory services in the field of exit option evaluation, pre-sale preparation, business optimization prior to sale, post-transaction financial transition planning, liquidity event planning; Business acquisition and merger consultation; Providing business continuity consulting; Tax planning
Financial administration of retirement plans; Financial planning; Financial wealth management services; Financial asset management in the field of retirement savings plans and income, real estate, trusts and estates; Investment consultation; Financial retirement plan consulting services; Annuity brokerage services; Business brokerage services and related consulting pertaining to business sales, mergers, acquisitions and business valuations; Consulting services in the field of employee benefit plans concerning insurance and finance; Financial risk management consultation; Insurance agency and brokerage; Estate planning; Real estate investment consultancy; Real estate investment trust advisory services
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.