U.S. federal trademark · Serial No. 87159600 · Reg. No. 5208235
Business succession planning
Financial consulting; Financial services, namely, wealth management services; Consulting pertaining to business sales, namely, brokerage consultation pertaining to business sales, investment consultation, financial risk management consultation; Business owner exit planning consulting, namely, financial planning consultation, financial evaluation, advice relating to investments; Financial asset management
Source: USPTO federal trademark records. Informational only, not legal advice. Status and details may lag the live USPTO database.