Showing all 14 results

  • 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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  • Business Owners & Planning

    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 Jeffrey Kates

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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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  • 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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  • Tax Planning

    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.)

    Presented by Michael Shafer, CPA and Keith Troutman, CPA

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  • Business Owners & Planning

    Creating Enhanced Client Value

    $25.00

    Help Entrepreneur Families identify risk concentration and build value in their holdings. Review and learn how to capitalize on the unique differences among building value and cash flow for both the client and your own business. This presentation has two components: (A) What entrepreneurial and UHNW families have stated they want from their advisors and how delivering it increases client retention and billings opportunities. This will address everything from virtual family offices to quarterbacking partial and full liquidity options and (2) How practitioners who assist clients in identifying and reducing risks create increased valuation multiples. This will discuss due diligence from the legal, tax, strategic, and financial buyer perspective. Carl will share how to fill knowledge gaps and true client issues through intake, research, analysis, and perspective that goes well beyond basic planning.

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

    Presented by Carl Sheeler, Phd, CBA, AVA

    Click play to watch a short video about ‘Creating Enhanced Client Value’

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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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  • Business Owners & Planning

    Shifting Focus to Grow Your Business

    $25.00

    Everyone 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’

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  • Business Owners & Planning

    The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation

    $25.00

    Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.

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

    Presented by Mike Rodman, CFP

    Click play to watch a short video about ‘The 5 Most Common…’

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