407 North Maple Drive, Beverly Hills, California 90210, United States

Contact Us: (310) 770-8018

The Business Caretaker

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Welcome

  We collaborate and work with CPAs, CFPs, Corporate Trustees, Wealth Managers, Corporate 

and Estate Planning Attorneys as a freelance Chief Financial Officer for their business clients by tracking cash flow, providing financial planning as well as analyzing the company's financial strengths and weaknesses and proposing corrective actions.

Services:

-  Identify opportunities to scale client’s business and prepare for Sale

- Solve client’s problems - Coordinate business, real estate and investment transactions to match client’s goals - Fund Retirement Plans - Purchasing, Selling and Managing Real Estate Investments - Business Brokering services – largest sale of date $30 million - Full Charge Bookkeeping services - Assisting with Trust Administration services including Estate Sales of all Property Types - Assisting with Probate Administration services including acting as Personal Representative/Administrator -  

WE ARE PROUD TO BE A VETERAN-OWNED COMPANY!

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