Savvy Social Security Planning: What CPAs, Attorneys, and Other Professionals Need to Know About Social Security Claiming Strategies
July 20, 2016
Wealthy Clients and Their Children Get in Trouble Too
July 20, 2016
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
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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A New Way to Attract Business Owners
$25.00The 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 DirectorClick play to watch a short video about ‘A New Way to Attract Business Owners’
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The 5 Most Common Wealth Destroying Mistakes – Thursday Insights Presentation
$25.00Business owners are overwhelmed trying to increase their revenue 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 five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.
(Purchase of this product will include only a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’
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Business Buy-Sell Contingency Planning
$25.00Greg 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. They will also discuss how to develop a contingency plan in case the circumstances of the business change and the buy-sell agreement does not address these changes.
Some topics to be discussed:
- What is a buy-sell Agreement?
- Learn to control your business and its ultimate transition
- Understand the need and advantages
- Triggering events and understanding the need for a buy-sell agreement
- Develop a Contingency Plan
- Implementation
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
