Traditional Estate & Business Planning
August 25, 2015
Creating Enhanced Client Value
August 25, 2015Buy Sell Agreements
$25.00
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 an Audio recording and a PDF copy of the presentation.)
Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Buy Sell Agreements’
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 an Audio recording and a PDF copy of the presentation.)
Presented by Gregory Banner, CFP, CLU and Alejandro Matuk, Esq.
Click play to watch a short video about ‘Buy Sell Agreements’
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(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Barry Waxler, The Founders Group
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7 Steps to Successful Business Exit Strategies
$25.00Every 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 an Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Alejandro Matuk, Esq.
Click play to watch a short video about ‘7 Steps to Successful Business Exit Strategies’
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The Best of Times – Worst of Times
$25.00Large 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’
