$25.00
Help Entrepreneur Families identify risk concentration and build value in their holdings. Review and learn how to capitalize on the unique differences among building value and cash flow for both the client and your own business. This presentation has two components: (A) What entrepreneurial and UHNW families have stated they want from their advisors and how delivering it increases client retention and billings opportunities. This will address everything from virtual family offices to quarterbacking partial and full liquidity options and (2) How practitioners who assist clients in identifying and reducing risks create increased valuation multiples. This will discuss due diligence from the legal, tax, strategic, and financial buyer perspective. Carl will share how to fill knowledge gaps and true client issues through intake, research, analysis, and perspective that goes well beyond basic planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, Phd, CBA, AVA
Click play to watch a short video about ‘Creating Enhanced Client Value’
Help Entrepreneur Families identify risk concentration and build value in their holdings. Review and learn how to capitalize on the unique differences among building value and cash flow for both the client and your own business. This presentation has two components: (A) What entrepreneurial and UHNW families have stated they want from their advisors and how delivering it increases client retention and billings opportunities. This will address everything from virtual family offices to quarterbacking partial and full liquidity options and (2) How practitioners who assist clients in identifying and reducing risks create increased valuation multiples. This will discuss due diligence from the legal, tax, strategic, and financial buyer perspective. Carl will share how to fill knowledge gaps and true client issues through intake, research, analysis, and perspective that goes well beyond basic planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, Phd, CBA, AVA
Click play to watch a short video about ‘Creating Enhanced Client Value’
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. 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 Director
Click play to watch a short video about ‘A New Way to Attract Business Owners’
Help Entrepreneur Families identify risk concentration and build value in: Businesses, Real Estate, Alternative Investments, and Conventional Investments. Review and learn how to capitalize on the unique differences among building value, driving cash flow, as well as minimizing cost and vulnerability. Identifying and reducing risks has the effect of increasing valuation multiples. Carl will share how to fill knowledge gaps and get to the heart of the true client issues through intake, research, analysis, and perspective before planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, PhD, ASA, CBA, CVA.
Click play to watch a short video about 'The Valuation Enhancement Approach'
“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’