

$25.00
Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it. Growing the business has its associated short-term rewards and long-term risks. Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party. Business owners often have the feeling that the advice they are receiving is prematurely narrowed. This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business. Learn how to navigate the tributaries and ramifications of your potential choices.
(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, CEVA, SBA, CMEA and Jeffrey Kates, MBA, CEPA
Business owners often face the question of what’s next – the decision between keeping and growing the business or transitioning it. Growing the business has its associated short-term rewards and long-term risks. Transitioning the business has the complication of whether it is in whole or in part; internally to the family or team; or selling to the nebulous third party. Business owners often have the feeling that the advice they are receiving is prematurely narrowed. This session will identify and discuss the pros and cons of the myriad of potential strategies as well as the improvements you should start making now to increase the value of the business. Learn how to navigate the tributaries and ramifications of your potential choices.
(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, CEVA, SBA, CMEA and Jeffrey Kates, MBA, CEPA
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding and Reporting Requirements and Liabilities for Business Owners’
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.
The business owner’s financial behavior drives outcomes and creates or expands boundaries for solutions. Have your clients had their ERISA 401K plan – and the related fiduciary responsibilities – put to the test? Join Maureen and Nick as they walk you through an actual plan diagnostic so you can learn how to protect your clients, the trustees of the plan, from undue liability.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Maureen Verduyn. CFP®, MEd and Nick Gardner
Click play to watch a short video about ‘Understanding the Liabilities for Business Owners as Fiduciaries’