Building a Business
Cut Through the Complexity of Selling Your Company
Ensure that personal-wealth planning does not take a backseat to the business transaction.
Michael J. Montgomery is a managing director of CTC | myCFO, responsible for national client engagement and based in Scottsdale, Ariz. His colleague at the Chicago company, James R. Cody is a managing director in Palo Alto, Calif., and responsible for estate, trust and philanthropy advisory services.
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