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Upton Financial is a California and Arizona-based firm that provides investment banking solutions. We create solid relationships with our clients through personalized services focused on the following areas:
Focused on succession planning, estate planning and liquidity issues.
Representation of a company and its shareholders for the purpose of selling their business.
For current company management seeking to acquire all or a portion of the company they currently run.
Assistance in developing and implementing an effective acquisition strategy to generate deal flow.
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