Our focus is on helping business owners formulate and optimize their exit planning goals including: succession, maximum sale value, minimum taxation, risk management and retirement investing.
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Orange County Exit Planning Roundtable | orangecountyexitplanning.com Reviews
https://orangecountyexitplanning.com
Our focus is on helping business owners formulate and optimize their exit planning goals including: succession, maximum sale value, minimum taxation, risk management and retirement investing.
The Optivest Investment Banking Team
http://www.optivestib.com/our-team.html
8226; Our Story. 8226; Our Profile. 8226; Our Team. 8226; Optivest Companies. The Optivest Investment Banking Team. Paul J. Donnelly. Paul Donnelly founded Optivest IB after having spent 25 years as an investment banking professional and principal investor. Paul Donnelly received his B.S. in Finance and Business Administration from San Diego State University and holds FINRA Series 7 and Series 63 licenses. Stevan Grubic, ASA. In addition to his expertise in stocks and finance, Mark has extensive experien...
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Orange County Exit Planning Roundtable
The Orange County Exit Planning Roundtable is a “top of their field” group of professionals with complimentary disciplines, who specialize in working with owners of privately held, middle market companies who intend to exit their companies in the next few years. The focus is on helping business owners formulate and optimize their exit planning goals including: succession, maximum sale value, minimum taxation, risk management and retirement investing. Click on any Roundtable member. April 30, 2012.
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