myCPE
Roman Basi

Roman Basi

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  • 5 / 5
  • Mergers & Acquisitions and Business Succession Planning
  • Tax, Estate, and Financial Planning for Privately Held Companies
  • Business Valuation & Real Estate Advisory
  • Comprehensive Legal, Accounting, and Strategic Consulting Services

We specialize in mergers and acquisitions, tax planning, succession planning, estate planning, real estate advising, and valuations for privately held companies. Our consulting services help business owners across the United States successfully transfer their businesses while addressing legal, accounting, and financial matters.


With expertise in business planning and legacy strategies, we work closely with clients to guide them through complex transitions. Whether facilitating ownership changes or navigating tax and estate considerations, we provide comprehensive support to ensure business continuity and lasting financial health.