speaker
Roman Basi
Roman is the President of the Center for Financial, Legal & Tax Planning, Inc. He is a trusted source by professionals on matters of:
- Business Succession
- Retirement and Estate Planning
- Strategic Planning
- Mergers and Acquisitions
- Tax Aspects of Business Decisions
- Financial Decision Making
Over the past several years, Roman has worked on many business transactions and has addressed various regional and national audiences throughout the country. From these venues, he has personally met and worked with business owners throughout the United States. His work is in high demand by business owners for his knowledge in financial, legal, and tax matters.
Roman Basi has addressed groups of all sizes with up-to-date topics that his audiences can’t get enough of. He consistently rates among the top speakers at any event he has presented at and is invited back to speak at those events time and time again.
speaker
Dr. Bart Basi
Dr. Bart A. Basi is a nationally recognized go-to resource for professionals on matters of:
- Business Valuation
- Business Succession
- Retirement and Estate Planning
- Strategic Planning, Mergers, and Acquisitions
- Tax Aspects of Business Decisions
- Financial Decision Making
It doesn’t matter whether your group or association is small, medium, or large; Dr. Basi has addressed groups of all sizes in venues throughout the United States, Mexico, and Canada. Format for the meetings can vary from workshop to seminar to formal presentation. Dr. Basi will bring enlightenment on many topics to the members of your group or association.
Dr. Basi’s credentials underscore his performance whenever he addresses an audience. Educated at some of the best schools in the country (Syracuse University, University of Louisville, Indiana University, and Stanford University), he holds degrees in Accounting, Finance, Economics, and Law. Besides being a retired university professor, he is a CPA and a lawyer specializing in business transactions. He lectures, writes, researches, and advises throughout the United States. He is the author of several books and has published hundreds of articles on business topics.
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