factpatternanalytics.com

Fact Pattern Analytics

How does the FPA process work? We have established a proprietary 5-step process to ensure success for every Fact Pattern (FP) we receive. This process delivers a world class experience to both the submitting Advisor and to the end-user client who will be implementing the proposed solution(s). Fact Pattern Analytics is a proprietary service available exclusively to Family Offices, Virtual Family Offices, Elite CPA Firms and Advisors who qualify to become members. Fact Pattern Analytics 2012 - 2018.

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Fact Pattern Analytics | factpatternanalytics.com Reviews

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How does the FPA process work? We have established a proprietary 5-step process to ensure success for every Fact Pattern (FP) we receive. This process delivers a world class experience to both the submitting Advisor and to the end-user client who will be implementing the proposed solution(s). Fact Pattern Analytics is a proprietary service available exclusively to Family Offices, Virtual Family Offices, Elite CPA Firms and Advisors who qualify to become members. Fact Pattern Analytics 2012 - 2018.

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1 remember me

2 about fpa

3 proprietary process

4 team approach

5 submit fact pattern

6 case studies

7 revolutionary design process

8 team success

9 view our work

10 sign up today

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Fact Pattern Analytics | factpatternanalytics.com Reviews

https://factpatternanalytics.com

How does the FPA process work? We have established a proprietary 5-step process to ensure success for every Fact Pattern (FP) we receive. This process delivers a world class experience to both the submitting Advisor and to the end-user client who will be implementing the proposed solution(s). Fact Pattern Analytics is a proprietary service available exclusively to Family Offices, Virtual Family Offices, Elite CPA Firms and Advisors who qualify to become members. Fact Pattern Analytics 2012 - 2018.

INTERNAL PAGES

factpatternanalytics.com

1

Team Approach | Fact Pattern Analytics

https://www.factpatternanalytics.com/team-approach

In order to deliver the very best solution(s) to a specific tax problem or financial challenge, it is necessary to work with a TEAM made up of the very best, most forward thinking financial professionals in the country, who specialize in different but complimentary areas of planning. The principals of FPA have been building such a TEAM and constantly upgrading this TEAM going back to 1996. MEET THE LEAD ANALYST: DAVID W. HOLADAY, CHFC, CAP. Affluent business owners have complicated financial problems and...

2

Proprietary Process | Fact Pattern Analytics

https://www.factpatternanalytics.com/proprietary-process

FPA established this proprietary process in order to achieve the following GOALS:. To help deliver the best possible solution to address the client’s needs in consideration of all the circumstances and constraints. To make our client, the Advisor who submitted the Fact Pattern, look great in the eyes of his/her client. To deliver a world class experience to both the submitting Advisor and to the end-user client who will benefit from the solution(s). First 5 of 17. Fact Pattern Analytics 2012.

3

Sample Fact Patterns | Fact Pattern Analytics

https://www.factpatternanalytics.com/sample-fact-patterns

Sample Fact Pattern #1. Sample Fact Pattern #2. Sample Fact Pattern #3. Sample Fact Pattern #4. 2177 Salk Ave, Suite 190 Carlsbad, CA 92008 USA. Fact Pattern Analytics 2012.

4

About FPA | Fact Pattern Analytics

https://www.factpatternanalytics.com/about-fpa

Today’s affluent business owners and high net worth families face many complicated business and tax challenges that most advisors, tax professionals and attorneys simply cannot solve on their own. They need access to a TEAM of trained specialists. What makes the FPA TEAM Members so unique is that they are not only the very best at what they do, but they know how to work collaboratively with other advisors while leaving their egos at the door. 2177 Salk Ave, Suite 190 Carlsbad, CA 92008 USA.

5

Submit Fact Pattern | Fact Pattern Analytics

https://www.factpatternanalytics.com/submit-fact-pattern

The following questions will need to be answered as much as possible in order to proceed. Once complete, we will analyze the case and discuss potential solutions with the appropriate specialist(s). Remember, information is power. The more you know about your client, the more securitized the relationship. At the end of this process, you will have a complete financial landscape for your client. Step 1 of 3. If a corporation is involved, when was the most recent valuation done? Please list any and all plans.

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Fact Pattern Analytics

How does the FPA process work? We have established a proprietary 5-step process to ensure success for every Fact Pattern (FP) we receive. This process delivers a world class experience to both the submitting Advisor and to the end-user client who will be implementing the proposed solution(s). Fact Pattern Analytics is a proprietary service available exclusively to Family Offices, Virtual Family Offices, Elite CPA Firms and Advisors who qualify to become members. Fact Pattern Analytics 2012 - 2018.

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