

$25.00
As 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.)
Presented by Melisa Silverman and Alex Matuk
PREVIEW:
As 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.)
Presented by Melisa Silverman and Alex Matuk
CLICK TO HEAR AUDIO PREVIEW
This CA Forum concentrates on new topics that have materialized in California laws, and new wealth planning strategies and techniques developed over the previous year. This condensed one-day program will present a variety of topics from an attorney’s point of view – and will provide relevant information to help you protect your clients, recognize liabilities and opportunities as well as grow your practice.
(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
Understanding the Liabilities for Business Owners as Fiduciaries
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Your Client Will Run Out of Money Without Proper Distribution Planning
Presented by John L. Jenkins, AEP®, EA, CFP® and Gregory R. Banner, CFP®, CLU®, CRTP
Secrets from the Boardroom – Trusts & Public Mutual Funds
Presented by Jeffrey Dunham, CEO and Founder and Lynsey Richardson, Private Client Analyst
From Their Perspective – How to be Relevant in “Google-Land”
Presented by Rob Pene, Director of Digital Education & Communication and Shelley Lightfoot, Executive Director
A Different Perspective on Preparing for Your Day in Court
Presented by Alejandro Matuk, Esq. and Wendy R. Wilson, Esq.
Evolving the Business – Yours and/or Your Clients’
Presented by Paul Scott, CPA, ABV, CFF and Joseph J. Strazzeri, Esq.
(Purchase of this product will include Audio recordings and PDF copies of the presentations.)
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 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’
Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.
(Purchase of this product will include an Audio recording and a PDF copy of this presentation.)
Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.