Showing all 7 results

  • Business Owners & Planning

    The Valuation Enhancement Approach

    $25.00

    Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.

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

    Presented by Carl Sheeler, PhD, ASA, CBA, CVA.

    Click play to watch a short video about 'The Valuation Enhancement Approach'

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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

    Supporting Family Offices, Trust Companies, and Fiduciaries

    $25.00

    “Family Partnering” decreases risk and increases value through benchmarking, planning, and monitoring of families’ personal and asset goals. Joe and Carl share a way to collaborate with other advisors to serve and steward the specialized needs of successful families, businesses, and the family offices, trust companies, and fiduciaries that take care of them. The family engages the firm directly and in turn, with disclosure, and where appropriate, the law firm engages the necessary collaborative advisors in order to:
    • Protect the other collaborative advisors’ work product as attorney client privileged;
    • Create an open exchange of information among the family and all advisors; and
    • Compensate the collaborative advisors from the over-all “Family Partnering” fee.

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

    Presented by Joseph Strazzeri, Esq. and Carl Sheeler, PhD, CBA, AVA

    Click play to watch a short video about ‘Supporting Family Offices, Trust Compnanies, and Fiduciaries’

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  • Monetizing Current/Future Business Owner and Advisor Relationships

    $25.00

    “Partnering”, “fee sharing,” and the ubiquitous “networking” and “collaborating” are almost always more sizzle than steak terms. If you don’t abide by the mantra doing the same thing over and over again will produce different results; when you’re a carpenter with a hammer, everything looks like a nail; or wondering what anyone has done for you lately, SCI’s Thursday Insights and my goal is to challenge you to leverage your talents, what and who you know, and to give others what they want…. NOT what you think they need! While this session will not teach you to turn lead into gold, it will provide some rare, and some common sense, insights on how to better approach relationship.

    (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 ‘Monetizing Current/Future Business Owner and Advisor Relationships’

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  • What Now for Estate Planning – 20% Off – Full 9 Part Series

    $225.00 $180.00

    What Now for Estate Planning Attorneys and Their Practice?

    March 22, 2013, San Diego, CA

    COMPARE AND CONTRAST VENDORS AND PROGRAMS THAT WANT TO HELP YOU INCREASE YOUR REVENUE

    The Southern California Institute is very excited to provide this unique opportunity for Estate Planning Attorneys to
    compare and contrast various services such as marketing, drafting software, practice management, communication
    software, and education programs – all in one place! Join us for a full day with the providers themselves –
    understand the tools available to help you determine what you should be doing to attract, engage, and work with your
    favorite clients now; learn new ways to increase your revenue; and/or determine your new direction for this year and next.

    (Purchase of this product will include an Audio recording of each presentation and a PDF copy of most presentations.
    Some presentations were presented using proprietary software and no Power Points were provided.)

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  • Business Owners & Planning

    The Elusive $15MM – $75MM Entrepreneurial Family

    $25.00

    Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.

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

    Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.

    Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’

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  • Business Valuations LTD

    $25.00

    Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.

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

    Presented by Carl Sheeler and Joseph J. Strazzeri

    Click play to watch a short video about ‘Business Valuations LTD’

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