Showing all 12 results

  • The Gathering 2018 – The Complete Package

    $300.00

    Our 14th annual Gathering is two days of shared insights, education, and collegiality. The Gathering is an annual event for all advisors in Estate, Business, and Wealth Strategies Planning. As we gather and work together we can, through collegiality and collaboration, provide the leadership our clients are seeking to offer clarity and direction for their planning needs.

    The presenters are each experts in their field who enjoy sharing and who give of themselves and their time. Their unique skills, wisdom, and judgement are truly invaluable. With our Thought Leader Community as your resource, you don’t have to master the answer to every client quandary. Instead you become courageously armed with the right questions and resources. This We-driven mindset is transformational for you, your practice, and your clients.

    (Purchase of this product will include Video recordings, Audio recordings, and PDF copies of the Presentations.)

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

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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 – How an Entrepreneur Invests After the Liquidation Event – Pitfalls, Options, and Keeping the Client

    $25.00

    Diversification 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

    $25.00

    This 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

    $25.00

    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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  • Business Owners & Planning

    Family Businesses: Where Are you Going and How Will You Get There?

    $25.00

    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, 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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  • 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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  • Business Owners & Planning

    Facilitating Valuations and Assessments

    $25.00

    Where are you now? Evaluate the Current State of the business using a true valuations process conducted by credentialed professionals. This offers the business owner a realistic picture of their company’s value from a buyer’s perspective – including assessments in two distinct areas: attractiveness and readiness. Help your business owners become poised 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, CVA, SBA, CMEA and Shelley Lightfoot, Executive Director

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  • Financial Planning

    PolicyLogix for Business Owners

    $25.00

    There is a $3 trillion pool of life insurance being neglected by the financial services industry. With more regulatory requirements, expectations of increased transparency, and expanding fiduciary litigation, these assets can no longer be ignored! This environment creates a breeding ground for missed wealth-creation opportunities, redundancy or omissions in risk management, nonexistent or obsolete succession planning, and lack of active management of existing insurance policies – thus creating big risk for the business owner and his or her family. Learn how to develop a Best Practices insurance risk management process that will also help you attract more clients.

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

    Presented by Lori Messina, Esq. and Mike Rodman, CFP®

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  • Business Owners & Planning

    Evolving the Business for Accountants – Yours and/or Your Clients’

    $25.00

    The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

    Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

    Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’

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  • Business Owners & Planning

    Evolving the Business for Attorneys- You and/or Your Clients’

    $25.00

    The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.

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

    Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.

    Click play to watch a short video about ‘Evolving the Business – You and/or Your Clients’

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  • Business Owners & Planning

    A New Way to Attract Business Owners

    $25.00

    The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Paul and Shelley will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy. Consider your practice and consider a new way to attract business owners.

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

    Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director

    Click play to watch a short video about ‘A New Way to Attract Business Owners’

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