U.S. federal trademark · Serial No. 78313571 · Reg. No. 3130550
Providing financial information, namely customized resources regarding financing mergers and acquisitions
Educational services, namely providing workshops, seminars and conferences in the field of succession planning
Business consultation services provided to investment advisors to institutionalize their practice in the field of succession planning; providing an online database featuring a list of advisory firms interested in merging with or acquiring a business
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.