

$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.
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.
The Southern California Institute presented the California Forum for Independent Collaborative Advisors (ICAs) on July 23rd and 24th, 2012. As you know, during these confusing and difficult times it is even more important that we gather together to share insights, education and collegiality.
This program is designed to help accountants, attorneys, bankers, life professionals, financial advisors, and other wealth advisors build client teams that provide optimum service with atypical strategies and solutions for their clients. The processes and solutions we teach in this fast-paced, two day program will demonstrate how to attract more opportunities and close more business.
A New Way to Attact Business Owners
Presented by Paul Scott, CPA, ABV, CFF and Shelley Lightfoot, Executive Director
America’s New Gold Rush: Working with Affluent Foreign Nationals
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq. (PDF Only)
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Steve Mancini, Esq.
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn, CFP®, MEd and Nick Gardner, Financial Advisor
Today’s Real Estate Market – The Values of Plans for My Home, My Residential Investment Property, and those “Other Investment Classes”
Presented by Ryan Ponsford & John Jenkins, AEP®, EA, CFP®
Captive Insurance Companies – Opportunities and Hazards
Presented by Celia Clark, Esq. and Joe Strazzeri, Esq.
Is Life Insurance Really Only About the Illustration of a Bucket, Two Graphs, and Five Needs?
Presented by Trey Fairman, JD, LL.M and Laura Stees, CPA
Secrets from the Boardroom? Trusts & Public Mutual Funds
Presented by Sal Capizzi, Chief Sales and Marketing Officer and Lynsey Richardson, Private Client Analyst
Realities and Benefits of Using Alaska Trusts
Presented by Kevin Sullivan, Esq. and Stephanie Downer, Esq., LL.M
Social Media – Creating Your Online Presence and Keeping Compliant?
Presented by Jeff Groves, President, Complianceworks, Inc. and Rob Pene, Director of Digital Education and Communication
The Four Keys To Marketing Your Practice
Presented by Mark Merenda
Marketing Lessons From the MoviesYour Practice
Presented by Mark Merenda (PDF Only)
(Purchase of this product will include Audio recordings, and PDF copies of the presentations.)
Large Broker Dealers and Banks want assets under management and do “Planning” for free. Financial, accounting, and law firms are struggling through being squeezed on fees, losing their clients to software and larger more visible firms, all while facing increasing liability and regulatory complexity. Join the silverbacks, Simon and Alex, as they review just why everyone is looking for new clients and higher margins and how data mining software and collaboration are the keys to unlock opportunities in 2013. Why struggle when the answer is in front of us? The combination of data mining software; practical marketing implementation; as well as who to call and collaborate with are the keys – revisit, attract, and engage your favorite clients this year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Simon Singer, CFP®, RFC® and Alejandro Matuk, Esq.
Click play to view a short video about ‘The Best of Time – Worst of Times’
This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.