Bart Basi

Financial Analyst, Tax Expert

Travels From Travels From:
Illinois, USA
Speaking Fee Speaking Fee:
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Bart Basi Biography

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

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Speaker profile last updated by AAE Talent Team on 04/25/2024.

FAQs on booking Bart Basi

  • How do I book Bart Basi to speak at my event?

    Our experienced booking agents have successfully helped clients around the world secure speakers like Bart Basi for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Bart Basi, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Bart Basi or any other speaker of your choice.
  • What are the speaker fees for Bart Basi

    Speaking fees for Bart Basi, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Bart Basi are for live events and for virtual events. For the most current speaking fee to hire Bart Basi, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent.
  • What topics does Bart Basi speak about?

    Bart Basi is a keynote speaker and industry expert whose speaking topics include Business, Business Leadership, Economy, Finance, Futurism, Strategic Leadership.
  • Where does Bart Basi travel from?

    Bart Basi generally travels from Illinois, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent.
  • Who is Bart Basi’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Bart Basi for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Bart Basi for your next private or corporate function.
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Bart Basi is a keynote speaker and industry expert who speaks on a wide range of topics . The estimated speaking fee range to book Bart Basi for your event is $5,000 - $10,000. Bart Basi generally travels from IL, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Reuben Canada, Erik Brynjolfsson, Geoffrey Moore, Gary Hamel and Peter Diamandis. Contact All American Speakers for ratings, reviews, videos and information on scheduling Bart Basi for an upcoming live or virtual event.

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