Showing all 23 results

  • 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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  • Business Owners & Planning

    The Five Stages of Business – Resulting in Business Success, Stability, and/or Transition

    $25.00

    A 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

    $99.00

    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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  • Business Owners & Planning

    Family Businesses: Options for Growth, Succession, and Exit

    $25.00

    Business 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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  • Business Owners & Planning

    EPI Webinar – Standalone Practice Launch

    $25.00 $0.00

    The EPI community is home to advisors from across the industry, with different entering disciplines and varied goals for how they will integrate exit planning services into what they do.  For many, they tack on exit planning services to their existing firm and product.  For some, they take the plunge and create standalone firms fully dedicated to provide exit planning and value growth services as their exclusive offering.

    This is no small feat.  It demands a high level of entrepreneurship, leadership, and organization. This month, we are thrilled to have a successful expert who accomplished just that.  And, this session will give you the insights you seek and an open-mic opportunity to ask your questions, share your knowledge, and develop best practices.

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

    Presented by Steven Mancini, Esq. and Shelley Lightfoot, Executive Director

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  • 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 – 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

    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

    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

    Understanding Exit Options:  What Advisors Need to Know to Help Clients Make Sound Transition Decisions

    $25.00

    There are seven ways to exit a privately-held business and keep it private.  This session covers the pros and cons of each and makes a business case for an Advisory approach that embraces “hybrid” transition strategies.

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

    Presented by Sean Hutchinson

    PREVIEW:

     

     

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  • Business Owners & Planning

    7 Steps to a Successful Business Exit

    $25.00

    Every business owner needs to begin their business planning with the end in mind. They need to visualize how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
    (Purchase of this product will include an Video & Audio 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

    7 Steps to a Successful Business Exit

    $25.00

    Every  business  owner  needs  to  plan  with  the  end  in  mind  as  to  how  they  are  going  to  transition  out  of  their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

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

    Presented by Greg Banner, CLU®, CFP®, CRTP

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  • Business Owners & Planning

    Begin with the End in Mind – Do You Have the Right Entity Structure?

    $25.00

    From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies) to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.

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

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

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  • Business Owners & Planning

    Under-Utilized Tools for Today’s Business Succession Planning Needs

    $25.00

    Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.

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

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

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  • Business Owners & Planning

    Be A Hero 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 to fit you client’s objectives, and methods to maximize after-tax cash.

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

    Presented by Channing Hamlet and Greg Banner, President

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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

    7 Steps to Successful Business Exit Strategies

    $25.00

    Every business owner needs to plan with the end in mind as to how they are going to transition out of their business. Exit planning is a customized process of setting goals and deciding how to best achieve them. Proper exit planning will help maximize a business owner’s return and minimize the tax liability when the business is transferred or sold.

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

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

    Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’

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