925.659.0232

Sagemark 365

“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important.”

Business Succession Planning

What Keeps You Up at Night?

What Keeps You Up at Night?

Most business owners live their business day and night. The day to day responsibility of running a successful business leaves little time to think about anything else.
Have You Heard of the Value Gap?

Have You Heard of the Value Gap?

We know that the day-to-day responsibilities of running a successful business leave little time to think about your own future. Have you thought about what life will look like after you are done running your business and how will you get there? Do you know your “Value Gap”?
How Do I Tap into the Wealth of My Company?

How Do I Tap into the Wealth of My Company?

Financial security depends largely on converting your business assets to cash in the most tax-advantaged manner. We can help assist you in potentially maximizing the sale of your company and provide access to capital if further investment is needed to improve its value.
What Type of Business Owner Are You?

What Type of Business Owner Are You?

At some point you WILL exit your business. The question is - are you ready? If so, what does that mean to you?

Event Calendar

Tax Recovery Party!!

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce nec odio eget nunc dignissim aliquet. Maecenas dignissim maximus orci ut eleifend. Nunc facilisis scelerisque tortor et varius. Donec nec facilisis libero.

Estate Planning Seminar

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Morbi mattis tellus mauris, in molestie sapien bibendum et. Suspendisse potenti. Nulla posuere, tellus ac tempor tincidunt, tortor mi semper diam, in aliquam tortor orci ut ipsum. Donec ullamcorper metus luctus tempus sollicitudin.

Our Services

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean placerat dui eros, rutrum scelerisque metus congue sed. Phasellus ornare augue in dolor facilisis porttitor.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean placerat dui eros, rutrum scelerisque metus congue sed. Phasellus ornare augue in dolor facilisis porttitor.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean placerat dui eros, rutrum scelerisque metus congue sed. Phasellus ornare augue in dolor facilisis porttitor.

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Aenean placerat dui eros, rutrum scelerisque metus congue sed. Phasellus ornare augue in dolor facilisis porttitor.

“In today’s challenging environment, partnering with someone who can understand and implement your business vision has never been more important.”