

$25.00
100% of Businesses will transition. The questions are how, and when, and why. What we would like to do is give the Business Owner control over that transition. What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Jeffrey Kates
PREVIEW:
100% of Businesses will transition. The questions are how, and when, and why. What we would like to do is give the Business Owner control over that transition. What you will find out here is that it is not necessarily about the transition, but the Process that will allow the Business Owner to gain the control.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman and Jeffrey Kates
“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’
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’
Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.
(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Freddy Garmo & Alex Matuk