Financial Planning
P&C Contracts – Have You Read the Fine Print?
October 20, 2017
Financial Planning
Financial and Estate Strategies for the Large IRA
November 3, 2017

Engaging Closely Held Businesses – Value Creation and Transitions

$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.