U.S. federal trademark · Serial No. 99356015 · Reg. No. 8219675
Providing online non-downloadable computer software platforms for the analysis of personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics and family governance; Testing, analysis, and evaluation of the knowledge, skills and abilities of professionals in the fields of business planning and succession planning to determine conformity with certification standards
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