Showing all 15 results

  • Business Owners & Planning

    Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool

    $25.00

    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. Simply 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 anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.

    (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 Stephen Mancini, Esq.

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  • Business Owners & Planning

    Help Your Clients Protect Their Business From the Unexpected

    $25.00

    Whether 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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  • LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018

    $99.00

    The 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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  • The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know

    $25.00

    Simply 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 – Taxes, Control, and Cash Flow: Personal Planning Before, During, and After the Sale of a Business

    $25.00

    What 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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  • The Gathering 2018 – Exit Planning from an Income Tax Perspective – Getting Your Bigger Bucket

    $25.00

    Keith 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.)

    Ppresented by Keith Troutman, CPA, Michael Shafer, CPA, and Joshua Siegel, CPA, JD, LL.M.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

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  • Business Owners & Planning

    Asset Protection: Castles, Moats, and Alligators

    $25.00

    This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session also will cover different asset protection planning levels, ranging from domestic to offshore planning.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Greg Banner, CFP®, CLU®, CRTP and Alex Matuk, Esq.

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  • Business Owners & Planning

    Engaging Closely Held Businesses – Value Creation and Transitions

    $25.00 $0.00

    Often, 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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  • Elder Care Planning

    Mental Health 101 – Special Needs Protection

    $25.00

    Anita and Scott will demonstrate how caregivers and legal/financial professionals can work together to provide the best and most comprehensive resources for your clients with special needs. Often the parents/caregivers/spouses worry about how their loved one will survive financially if something happens to them – because although their medical condition is chronic, it is not fatal. Learn what benefits are available and how a special needs trust can help protect and provide for their most vulnerable family members throughout their life without disturbing access to benefit programs. Also gain an understanding of the myriad of challenges, family impact, and options related to mental illness that will help you better connect with your clients and their families.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Anita Fisher, NAMI SD and Scott Stewart, Esq.

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  • Business Owners & Planning

    Important Considerations In the Sale of Your Client’s Business

    $25.00

    As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.

    (Purchase of this product will include a Video recording and a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director

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  • Business Owners & Planning

    The Founders Group – Business Transition Planning Services

    $25.00

    100% of Businesses will transition.  The  questions are how, and when, and why.  What we would like to do is give the Business Owner  control over that transition.  What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman and Jeffrey Kates

    PREVIEW:

     

     

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  • Business Owners & Planning

    Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives

    $25.00

    As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees.  From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients.   Learn how to make sure you and your clients avoid common pitfalls.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Melisa Silverman and Alex Matuk

    PREVIEW:

     

     

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  • Business Owners & Planning

    Business Buy-Sell Contingency Planning

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell  agreements including:  Advantages, disadvantages, the different types, funding alternatives,  valuation issues and common problems business owners encounter.  They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.

    Some topics to be discussed:

    • What is a buy-sell Agreement?
    • Learn to control your business and its ultimate transition
    • Understand the need and advantages
    • Triggering events and understanding the need for a buy-sell agreement
    • Develop a Contingency Plan
    • Implementation

    (Purchase of this product will include a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.

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  • Business Owners & Planning

    Buy-Sell Agreement and Contingency Planning

    $25.00 $0.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including:  advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.

    (Purchase of this product will include a Video recording and a PDF copy of the presentation.)

    Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.

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  • Business Owners & Planning

    Buy Sell Agreements

    $25.00

    Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: Advantages, disadvantages, the different types, funding alternatives, valuation issues and common problems business owners encounter.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.

    Click play to watch a short video about ‘Buy Sell Agreements’

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