Private Trust, LLC
"Our Philosophy is independent from the standard, one size
fits all approach to wealth management in the market
today."
Business Consulting
and Other Services
Business
Consulting - Launch Velocity, LLC
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Outsource CFO
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Financial Statements
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Business Structure - New and Ongoing
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Ratio Analysis - Performance Assessment
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Compliance and Response - IRS and other agencies
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Cash Management
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Budgeting
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Funding Resources
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Launching New Business and Ventures
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Relationship Development - Banking, Bonding,
Insurance, etc.
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Systems Analysis - Software and Business Tools
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Strategic Planning
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Employee Benefits and Retention (qualified and
nonqualified)
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Valuation
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LLC
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