Roman is the President of the Center for Financial, Legal & Tax Planning, Inc. He is a recognized expert on matters of:

• business succession

• retirement and estate planning

• strategic planning

• mergers and acquisitions

• tax aspects of business decisions

• financial decision making 

 

Over the past several years, Roman has worked on many business transactions and has addressed various regional and national audiences throughout the country. From these venues, he has personally met and worked with business owners throughout the United States. His work is in high demand by business owners for his expertise in financial, legal, and tax matters.

 

Roman Basi has addressed groups of all sizes with up-to-date topics that his audiences can't get enough of. He consistently rates among the top speakers at any event he has presented at and is invited back to speak at those events time and time again. 

 

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