$25.00 $0.00
Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself. The topic has been overly generalized and prematurely narrowed: keep versus sell. Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want. Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business. The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.
*PLEASE NOTE: The Audio and Video for this product is being prepared for delivery. You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.
Often, many of the business transition conversations business owners have already had have not addressed the design of the transition itself. The topic has been overly generalized and prematurely narrowed: keep versus sell. Help your business owner clients navigate the tributaries and ramifications of their potential choices and figure out what they want. Learn how to implement a process that leads business owners through all phases of transition, from their current Wisdom-driven Business to a Value-driven Business. The resulting increased clarity for the owner and market value of the business expands options and solidifies choices for eventual transition: if, when, how and how much.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA, and Joe Strazzeri, Esq.
*PLEASE NOTE: The Audio and Video for this product is being prepared for delivery. You can Order this item now and product access will be automatically be sent to your email when the Audio and Video files are ready for distribution.
Too many times promoters try to sell an idea to clients for the wrong purpose, which only drives eventual client dissatisfaction and IRS scrutiny. Although captive insurance companies are often thought of as an income tax strategy, the primary reason to consider and implement a captive insurance company is and must always be the covering of an insurable risk to the client’s primary company. Join Celia and Joe as they discuss appropriate goals and needs of the client, along with the intent of the laws and code sections as they relate to planning for captives.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Celia Clark, Esq. and Stephanie Downer, Esq.
Click play to watch a short video on ‘Captive Insurance Companies – Opportunities and Hazards’
A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
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 and Joe 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, CBA, AVA & Joseph J. Strazzeri, Esq.