Bart Basi

Dr. Bart A. Basi, an upstate New York native, got his financial start as a youngster delivering newspapers and spent his teenage and college years working for small companies that developed his future interest in helping similar companies perpetuate their businesses. The companies he worked for operated in the areas of landscaping, grocery, pharmacy, and accounting. During college summer breaks, he worked for his municipality’s Parks and Recreation Department.

He graduated from Utica College of Syracuse University with an accounting major. After earning his degree, he chose to continue his studies earning an MBA from Syracuse University. After taking some time to gain work experience, he returned to school where he earned a JD (law degree) from the University of Louisville and a PhD in Economics/ Accounting from Indiana University.

Basi began his career in financial, legal and tax advising in State College, PA in 1973 while he was teaching at Penn State University. He was invited to address a national association convention and “the phone has never stopped ringing!” Throughout the past thirty years, he has been a very successful speaker at regional and national meetings. From these venues he has personally met and worked with businesspersons throughout the USA and Canada. In 1978, he founded The Center for Financial Legal & Tax Planning, Inc. and has been in high demand by business owners for his expertise ever since.

Bart has achieved many awards during his career and has been recognized in his field by being invited to sit on various committees including the American Bar Association’s Committee on Closely-Held Businesses.

He enjoys a fast paced lifestyle that includes on-site visits to his clientele’s businesses located all over the North American Continent. When Bart Basi looks at businesses, he sees opportunities for their owner. Owners call on him to help them in his six areas of expertise: strategizing for their company, valuing their company, transferring their company to family and third party members, mergers and acquisitions, planning for retirement and estate planning, and knowing the tax aspects of their business decisions.

He has served in volunteer capacity for several organizations: Boy Scouts of America (mentoring many young men to become Eagle Scouts), Little League (coaching), the American Cancer Society (chairing their annual drive) and has given countless hours to his church.

Basi and his wife Carol are the parents of six children and have five grandchildren to light up their lives. Bart has sponsored charity of choice, the Maryknoll Mission Society.

    Activity Based Costing

    Business Succession for the Closely-Held Company

    Cash Flow Management

    Tax Aspects of Business and Investing Decisions

    Understanding The Role of Financial Information In Decision Making

    Valuation of Closely-Held Companies