Stephen Edward Antic's Page

What company (companies) do you represent?

BTA Advisory Group

Where is your personal office? (City, State/Province, Country)

Danville, CA, USA

Where do you personally sell?

Wealth Planning Advice to business owners and professionals.

Describe your company's offerings

The design, installation and admiinistration of tax reduction and asset protection strategies of: tax wise business buyouts, owner focused retirement plans with business and/or personal tax savings up to $200,000 per year for each owner-participant.
In addition, risk management and implementation studies are offered for investment and insurance portfolios.

Which industry do you represent? (How would a client or partner label your service offering?)

Corporate Benefits

Which titles make purchase decisions for your offerings?

CEO/Owner, Finance, Human Resources

Do you target specific types or sizes of companies? If so, please explain.

Privately held businesseswith sales volume of $5 to 50 million in sales.

Professional practice groups of attorneys, CPAs, and speciality medical and dental groups.

Who are your power partners? (Who refers business to you? What business are they in?)

Tax attorneys and CPAs.

What are some symptoms that a prospect might need your offering?

Successful owner who complains about paying too much in tax, complains about losses in 401k for himself or his employees, and/or has expressed a timeline for the sale of his business.

What differentiates you as a possible business partner?

Our focus is to reduce taxes and protect the assets, business and personal, from unnecessary loss, and to give the client a measure of certainity in a very uncertain world.

Who first told you about the B2B Power Exchange Community?

Pello Walker