Financial Planning
Alternative Insurance Trends – What You Can’t Afford to Lose
May 29, 2018
LA Exit Planning Institute (EPI) – Business Owner’s Forum 2018
June 13, 2018

Family Businesses: Options for Growth, Succession, and Exit

$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