$25.00
Where are you now? Evaluate the Current State of the business using a true valuations process conducted by credentialed professionals. This offers the business owner a realistic picture of their company’s value from a buyer’s perspective – including assessments in two distinct areas: attractiveness and readiness. Help your business owners become poised to transition from a Wisdom-driven Business to a Value-driven Business.
(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 Shelley Lightfoot, Executive Director
Where are you now? Evaluate the Current State of the business using a true valuations process conducted by credentialed professionals. This offers the business owner a realistic picture of their company’s value from a buyer’s perspective – including assessments in two distinct areas: attractiveness and readiness. Help your business owners become poised to transition from a Wisdom-driven Business to a Value-driven Business.
(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 Shelley Lightfoot, Executive Director
Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
Business owners are overwhelmed with trying to increase their revenues and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.
(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Freddy Garmo & Alex Matuk