For financial professionals
MSO Continuing Education for CPA Firms and RIAs
A working session on how Management Services Organizations are built, substantiated, and governed.
The Session
- Session
- —
- Date
- —
- Time
- —
- Credit
- —
- Sponsor
- —
- Presenters
- —
The Screen
- Private business owner — owner-operated, closely held, any industry
- ~$5M EBITDA — or $2M–$15M of consistent annual profit
- ~$25M net worth — estate exposure the owner hasn’t addressed
- Unmet planning needs — estate, succession, asset protection, insurance funding
Bring a Fact Pattern or Request a Session
Thank you. We have it and will come back to you directly.
What Happens Next
1
We review the fact pattern and confirm whether the structure is worth assessing.
2
A short call with you — before anyone talks to your client.
3
If it fits, an independent feasibility assessment — and we build the case with you.