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  • Business Owners & Planning

    Buy-Sell Agreement and Contingency Planning

    $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 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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