Partnering for Business Success
Building upon the idea that a business is better positioned for long-term success with the right partners on board, this panel brings together three professionals—an accountant, an attorney
Sean T Boyd:
CPA, CFP, CVA. His three professional designations; CPA (Certified Public Accountant), CFP (Certified Financial Planner), and CVA (Certified Valuation Analyst) place him in a professional category that less than 1% of all U.S. CPAs have achieved.
He is one of California's most highly regarded and sought after CPAs, specializing in small business and real estate taxation, with plenty of client testimonials to speak to this.
His 20+ years of experience include:
• CFO for a company where he took them from $8 million in sales to $20 million in an 18-month period
• Hand selected to help an “
• Managed five-million-dollar real estate portfolio in three states
• Former Trustee for million-dollar non-profit
• Working with hundreds of small business owner’s following his “tax strategy and wealth maximization” techniques.
Sean graduated from George Mason University with a dual major in finance and accounting. After working for the largest Washington
He is married to Andrea Boyd and they have been married since July 2004. He has been told on more than one occasion that he married up for his ability. Together, Sean and Andrea teach a 13 week class on finances called Money Metamorphosis. Their two boys, Jeremy and Josh, are normally
His key to success … applied knowledge is power.
Vice President, Business Banking Officer
With nearly 10 years of banking experience, Shannon specializes in solutions tailored to her clients’ needs. She serves clients by getting to know them and understanding the needs and challenges of their business. Shannon is passionate about partnering with business owners to support their financial
Shannon looks forward to assisting businesses as they look to expand, retool and grow their operations.
Founder and principal attorney at The Swenson Law Firm
Sam is a recovering litigator whose practice now focuses on Estate and Business Planning. Sam obtained his law degree from McGeorge School of Law and his undergraduate degree from The University of Utah. He holds a certificate in International Business Transactions with Chinese Characteristics from Cornell Law School from their law institute in Suzhou, China. In law