Dr. Bart A. Basi, an upstate New York native, got his financial start as a youngster delivering newspapers and spent his teenage and college years working for small companies that developed his future interest in helping similar companies perpetuate their businesses. The companies he worked for operated in the areas of landscaping, grocery, pharmacy, and accounting. During college summer breaks, he worked for his municipality’s Parks and Recreation Department.
Dr. Basi graduated from Utica College of Syracuse University with an accounting major. After earning his degree, he chose to continue his studies earning an MBA from Syracuse University. After taking some time to gain work experience, he returned to school where he earned a JD (law degree) from the University of Louisville and a PhD in Economics/ Accounting from Indiana University.
Basi began his career in financial, legal and tax advising in State College, PA in 1973 while he was teaching at Penn State University. He was invited to address a national association convention and “the phone has never stopped ringing!” Throughout the past thirty years, he has been a very successful speaker at regional and national meetings. From these venues he has personally met and worked with businesspersons throughout the USA and Canada. In 1978, he founded The Center for Financial Legal & Tax Planning, Inc. and has been in high demand by business owners for his expertise ever since.
Bart has achieved many awards during his career and has been recognized in his field by being invited to sit on various committees including the American Bar Association’s Committee on Closely-Held Businesses.
Dr. Bart Basi enjoys a fast paced lifestyle that includes on-site visits to his clientele’s businesses located all over the North American Continent. When Bart Basi looks at businesses, he sees opportunities for their owner. Owners call on him to help them in his six areas of expertise: strategizing for their company, valuing their company, transferring their company to family and third party members, mergers and acquisitions, planning for retirement and estate planning, and knowing the tax aspects of their business decisions.
- Maximize the Value of Your Business by Analyzing and Recasting Your Financial Statements
- Every practical Thing: Tax Issues
- Getting To Know Your Financial Statements Like the Back of Your Tool Belt
- Show Me the Money
- Business Succession or "Your Business Bucket List"
- Enabling Your Business to Survive Eternity
- Blood Pressure, Cholesterol, and Business Value: The Three Most Important Numbers to a Business Person
- Business Succession: Preserving Your Business for the Next Year
- Financial Statements: The Numbers and Dollars on Financial Statements - Don't Let Their Complexity Scare You
- Laying Out The Floorplan For Your Tax Blueprint
Financial, Decision Making, Business, Law, Media, Family, Strategic Planning, taxes, succession planning, accounting, financial matters
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Less than $5,000
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"We have received a great deal of positive feedback on your presentation to our group." - American General