Lead Conversion – Campaigns, Tagging, Freemiums, Client Lifecycles – What’s it all about?
March 19, 2017
Dissecting Exit Planning & the Value Acceleration Methodology – And How to Use Them to Enhance Your Practice and Reach Your Clients
March 19, 2017
Cloud Based Software – Everything You Always Needed and Wanted
$25.00
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Tomas to make sense of the decision you have to make. NOTE: We moved from Time Matters!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
PREVIEW:
Practice Management is silly and insane without an integrated, easy, and usable cloud-based CRM with forms/process capability, tracking, emails, scheduling, To-Do’s, case management, and all that other stuff in one place – where the transition is managed by an expert team and not your staff. Join our friends Ali and Tomas to make sense of the decision you have to make. NOTE: We moved from Time Matters!
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Ali Mirdamadi and Tomas Suros
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Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives
$25.00As advisors, we are well aware of the importance of buy/sell agreements for our business owner clients when it comes to issues such as developing the foundation of a successful partnership, controlling ownership of their companies, or preparing for business transitions amongst shareholders, members and employees. From their own personal lessons and experience, Melisa and Alex will dissect the most important technical components of the agreement that effect the business valuation – and share how top business attorneys negotiate to get the best results for their clients. Learn how to make sure you and your clients avoid common pitfalls.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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The Founders Group – Business Transition Planning Services
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(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
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The Bespoke Protector: Tailoring Third Party Powers to a Strategy’s Demands
$25.00The use of trust advisors and protectors in domestic trusts has increased dramatically in recent years. The popularity of trust advisors and protectors is reflected in the growing body of statutory recognition, extending beyond directed trust statutes to other states as the Uniform Trust Code spreads. Though statutory law is growing in the U.S., there is scant case law to guide practitioners through some of the more challenging issues concerning trust advisors and protectors. Moreover, scholars disagree – sometimes stringently – on the propriety of using trust protectors beyond the offshore asset protection trust context. In this session we Matt will examine the law and develop a framework for practicing with trust advisors and protectors in new and more sophisticated ways.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Matt McClintock
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