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About Cypress Strategies

At Cypress Strategies we have been providing services for over 28 years to select clientele focusing in the areas of estate preservation, business succession, executive retention, and asset management planning. Our clients include owners of closely held businesses, highly compensated professionals, and high net worth individuals. We help our clients crystallize their goals and objectives from both a personal and business perspective. Through our expertise, experience, and unparalleled resources we play the role of “Quarterback” in the planning process. In this role we ensure that all members of the planning team work together towards the common goal of defining, refining and then implementing a sound plan.

In the relationships we maintain with our clients, we help business owners plan for the single, most critically important financial event of their lives--the transition out of their business!

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