Company Information

Get to know Bershad Group LLC dba The Small Business Advisor

The Small Business Advisor, operated by Bershad Group LLC, is a business consulting firm founded by Allan Bershad. The company's mission is to provide small business owners with the strategic advice, planning, and tools necessary to grow their companies, increase profitability, and prepare for future transitions like a sale or succession. They offer a range of services including business plan development, financial analysis, strategic planning, and exit strategy formulation, acting as an outsourced advisor for critical business decisions.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Bershad Group LLC dba The Small Business Advisor

United States

Founded in

1995 (31 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.