Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients. ComIns are designed to introduce you to the various planning options that facilitate achieving their goals. You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.
In the midst of running a thriving firm its tough enough just to keep up. Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.
This Month’s Topic:
Identifying and Implementing Business Enhancement Initiatives to Increase Enterprise Value and Cash Flow; presented by Shelley Lightfoot and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA
Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow. One of the most common reasons business transitions derail is what we call Expectation Gaps. These are blind spots and pot holes that, once revealed, prevent a business owner from confidently executing their plan. Learn how to create team alignment and identify/prioritize Enhancement Initiatives in The Eight Critical Areas of: risk mitigation, asset protection, finance, operations, sales and marketing, human resources, culture, and crisis management.