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Get to know Ron Schutz - Planning Business Transitions, LLC

Planning Business Transitions, LLC, founded and led by Certified Exit Planning Advisor (CEPA) Ron Schutz, focuses on guiding business owners through the complex process of transitioning out of their companies. The firm offers a range of services including exit and succession planning, strategic value growth, business valuation, and transaction advisory. Its mission is to help owners maximize the value of their business and achieve their personal and financial goals upon exiting, whether through a sale to a third party, a management buyout, or a transfer to family members.

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Ron Schutz - Planning Business Transitions, LLC

United States

Founded in

1992 (34 Years)

Founded

Last online: No recent activity

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

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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.