U.S. federal trademark · Serial No. 77610013
Business consulting, assessment, training and analysis services in the field of business succession planning pertaining to personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance and the interdependence of these issues at they pertain to business succession; distribution of technology to professionals in the fields of personal financial planning, business structuring, business performance, strategic planning, leadership and management continuity, successor preparation, management synergy and teamwork, family dynamics, family governance; and testing, analysis and evaluation of the goods, services, experience and qualifications of others for the purpose of certification
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