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Gathering insights about BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertiseā€¦

Similar companies to BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Tech Stack

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise uses 8 technology products and services including Section.io, Squarespace, Open Graph, and more. Explore BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's tech stack below.

  • Section.io
    Content Delivery Network
  • Squarespace
    Content Management System
  • Open Graph
    Content Management System
  • Squarespace Commerce
    E-commerce
  • Awesomplete
    Javascript Libraries
  • Modernizr
    Javascript Libraries
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks

Media & News

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's Email Address Formats

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise uses at least 2 format(s):
BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise Email FormatsExamplePercentage
FLast@ruffllc.comJDoe@ruffllc.com
75%
FirstL@ruffllc.comJohnD@ruffllc.com
17%
First@ruffllc.comJohn@ruffllc.com
8%
FLast@wealthadvisorswhocare.comJDoe@wealthadvisorswhocare.com
100%

Frequently Asked Questions

What is BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's official website and social media links?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's official website is wealthadvisorswhocare.com and has social profiles on LinkedIn.

What is BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's NAICS code?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's NAICS code is 52 - Finance and Insurance.

How many employees does BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise have currently?

Minus sign iconPlus sign iconAs of December 2025, BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise has approximately 2 employees across 2 continents, including North AmericaEurope. Key team members include Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise: C. R.Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise: T. A.Attorney: C. R.. Explore BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's employee directory with LeadIQ.

What industry does BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise belong to?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise operates in the Financial Services industry.

What technology does BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise use?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's tech stack includes Section.ioSquarespaceOpen GraphSquarespace CommerceAwesompleteModernizrGoogle Tag ManagerBootstrap.

What is BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's email format?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's email format typically follows the pattern of FLast@ruffllc.com. Find more BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise email formats with LeadIQ.

When was BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise founded?

Minus sign iconPlus sign iconBUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise was founded in 2018.

BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise

Financial ServicesFlorida, United States2-10 Employees

Overview
āž¤ š—–š—®š˜€š—² š—¦š˜š˜‚š—±š˜†: š–¦š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡š–ŗš—… š–”š—Žš—Œš—‚š—‡š–¾š—Œš—Œ š–³š—‹š–ŗš—‡š—Œš—‚š—š—‚š—ˆš—‡.
š–®š—Žš—‹ š–¼š—…š—‚š–¾š—‡š—'š—Œ š–¼š—ˆš—‡š—Œš—š—‹š—Žš–¼š—š—‚š—ˆš—‡ š–»š—Žš—Œš—‚š—‡š–¾š—Œš—Œ š—š–ŗš–½ š—‹š–¾š–ŗš–¼š—š–¾š–½ š—š—š–¾ š–¾š—‡š–½ š—ˆš–æ š—‚š—š—Œ š—Œš–¾š–¼š—ˆš—‡š–½ š—€š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡ š–ŗš—‡š–½ š—š—š–¾ š—ˆš—š—‡š–¾š—‹ š—š–ŗš—Œ š–¼š—š–ŗš—…š—…š–¾š—‡š—€š–¾š–½ š—‚š—‡ š–暝—‚š—‡š–½š—‚š—‡š—€ š–ŗ š—š—‚š–ŗš–»š—…š–¾ š—†š–¾š—š—š—ˆš–½ š—š—ˆ š—š—‹š–ŗš—‡š—Œš—‚š—š—‚š—ˆš—‡ š–ŗš—Œš—Œš–¾š—š—Œ š–ŗš—‡š–½ š—‹š–¾š—…š–ŗš—š—‚š—ˆš—‡š—Œš—š—‚š—‰š—Œ š—š—ˆ š—š—š–¾ š—š—š—‚š—‹š–½ š—€š–¾š—‡š–¾š—‹š–ŗš—š—‚š—ˆš—‡. š–¢š—ˆš—†š—‰š—…š—‚š–¼š–ŗš—š—‚š—‡š—€ š—š—š–¾ š—‚š—Œš—Œš—Žš–¾š—Œ, š—š–ŗš—Œ š—š—š–¾ š–¼š—ˆš—‡š—Œš—‚š–½š–¾š—‹š–ŗš—š—‚š—ˆš—‡ š—ˆš–æ š–¤š—Œš—š–ŗš—š–¾ š—š–ŗš—‘ š–ŗš—‡š–½ š—š—ˆš— š—š—š—‚š—Œ š—š—ˆš—Žš—…š–½ š—‚š—†š—‰š–ŗš–¼š— š–ŗš—‡š—’ š—€š—‚š–暝—š—Œ š—š—‚š—š—š—‚š—‡ š—š—š–¾ š–暝–ŗš—†š—‚š—…š—’ š–¾š—‡š—š–¾š—‹š—‰š—‹š—‚š—Œš–¾.

āž¤š—¢š˜‚š—æ š—„š—²š—°š—¼š—ŗš—ŗš—²š—»š—±š—²š—± š—¦š˜š—暝—®š˜š—²š—“š˜†:
Utilizing nonqualified deferred compensation plans, we retained and incentivized all key employees ensuring future business continuity. Through our business partners, we established a new partner entity and transferred essential assets and contracts in a tax-efficient manner avoiding the traditional buy-sell agreement structure,

āž¤š—¢š˜‚š˜š—°š—¼š—ŗš—²š˜€ š—³š—¼š—æ š˜š—µš—² š—°š—¹š—¶š—²š—»š˜:
The client was successfully able to transition family business to the third generation in a seamless and efficient manner without incurring costly Estate tax.

Section iconCompany Overview

Website
wealthadvisorswhocare.com
NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M

    BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's revenue is estimated to be in the range of $1M

Section iconFunding & Financials

  • $1M

    BUSINESS PLANNER For CEO'S & Business Owners | Transition & Succession Planning Expertise's revenue is estimated to be in the range of $1M

Company Leadership

  • Stylized image of a person
    C. R.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. A.
    Business Planner For Ceo's & Business Owners | Transition & Succession Planning Expertise
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. R.
    Attorney
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. B.
    Legal Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. C.
    Legal Assistant
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    S. O.
    Legal Assistant
    Phone icon
    Mobile Phone

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