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Help Your Clients Protect Their Business From the Unexpected
$25.00Whether your clients have a large company or a small family-operated business, the profitability of any business is contingent upon intelligent strategy and planning. Protect your book of business by helping your clients maintain a successful and strong business. Understand about strategies to help ensure that all the efforts and money invested in a business will not disappear when the unexpected happens. Through these strategies you and your clients can be protected from:
• Unintended or unwelcome transfers of ownership;
• Heirs being stuck with an inheritance they cannot use;
• Unsecure funding of the transfer of ownership of the business; and
• Potentially lengthy probate cases and lawsuits involving the business.(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Steve Mancini, Esq. and Brooke Jensen, Esq.
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The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition
$25.00A certified valuation uses more than just EBIDTA and a multiple to derive value. For most businesses moving though the five stages of business is the greatest factor for increasing enterprise value and stability. The evolution of who is responsible for separate core functions, decreasing risk, increasing standardization of processes, and reporting is key. Melisa and Shelley will review EBIDTA/multiple/valuation and then share a method to facilitate team alignment and empowerment, refine the directions of the company, and lay the foundation to create efficient, targeted implementation plans for the business that increase the value and stability.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Shelley Lightfoot, Executive Director
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LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018
$99.00The Los Angeles Chapter of the Exit Planning Institute (EPI) is hosting the Business Owner’s Forum 2018.
Click Here for more details, list of topics, and presenters.
Hosted by the Greater Los Angeles Exit Planning Institute and the City of Commerce. Contact Melisa Silverman at (818) 758-8457.
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Family Businesses: Options for Growth, Succession, and Exit
$25.00Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it. Growing the business has its associated short-term rewards and long-term risks. Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party. Business owners often have the feeling that the advice they are receiving is prematurely narrowed. This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business. Learn how to navigate the tributaries and ramifications of your potential choices.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates, MBA, CEPA
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Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
$25.00Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Jeffrey Kates
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The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
$25.00Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVA, SBA, CMEA and Steve Mancini, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Gathering 2018 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client
$25.00Diversification to Help Reduce Volatility
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Private Bankers Brad Myslinski, Scott Keifer, and Dean Thompson
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Gathering 2018 – Understanding Elder Financial Abuse – Helping Families
$25.00This age-old problem has become an epidemic. Learn how to spot the signs and what to do from that point on. Also, learn how to avoid the problem all together by including quality professionals from the beginning. Avoid personal liability to the caregiver, financial advisors, and other advisors to the family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Paul Greenwood, Deputy District Attorney and Steve Barlam, Chief Professional Officer
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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The Gathering 2018 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business
$25.00What are the Primary Techniques of Business Succession?
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Peter Myers, Esq. and Sean Kenney, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
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Family Businesses: Where Are you Going and How Will You Get There?
$25.00One 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, finance, operations, sales and marketing, human resources, and crisis management. Discover a systematic process to address targeted improvements that directly increase value, improve workplace dynamics and drive cash flow.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CEVAQ, SBA, CMEA and Jeffrey Kates
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Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket
$25.00Keith and Mike will share their years of experience and insight for building company value and the importance of transaction readiness. Learn ways to help your clients improve their business process accounting systems; retain and reward key personnel; analyze after tax cash flow; structure the transaction; find the right buyer; and understand their tax structuring options upon sale.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Michael Shafer, CPA and Keith Troutman, CPA
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Engaging Closely Held Businesses – Value Creation and Transitions
$0.00Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself. The topic has been overly generalized and prematurely narrowed: keep versus sell. Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want. Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business. The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.
*PLEASE NOTE: The Audio and Video for this product is being prepared for delivery. You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.
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The Evolution of Planning with Entrepreneurs – What’s Next? (Gathering 2016)
$25.00Financial, legal, and tax products and structures are NOT what entrepreneur clients are seeking. Join Eve and Matt as they reveal how C-suite options and staffing may have you be seen as the advisor that truly helps the business grow and the owner take a step back. Create value for your clients, planning/product opportunities, and the asset your clients have always wanted – market for and help clients in a whole new way.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Eve Nasby and Matt Brogdon, PRC
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Shifting Focus to Grow Your Business
$25.00Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
