Crisis Planning – What to do when the Worst Case Scenario Happens
August 18, 2017
Asset Protection of the Business Owner
September 11, 2017Facilitating Valuations and Assessments
$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
Related products
-
Add to cart
Business Valuations LTD
$25.00Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’
-
Add to cart
7 Steps to Successful Business Exit Strategies
$25.00Every 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’
-
Add to cart
The 5 Most Common Wealth Destroying Mistakes – Thursday Insights Presentation
$25.00Business owners are overwhelmed trying to increase their revenue 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 five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.
(Purchase of this product will include only a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’
