Who is on your financial team?

Very nice conversation today… spoke with a client who we have worked with since 2008. We did loan modification of San Francisco property, did strategic disposal of Maui property in coordination with the CPA in 2008. We subsequently did two debt restructures and things are now pretty ideal financially. The CPA is ecstatic at the results… Now planning long celebratory trip to Ireland, France and then cruise from Europe to New York on the Queen Elizabeth II (Pictured). Yes, a nice client conversation today…




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