$25.00
In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Baruch Littman and Ellen Rosen, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
In this deep dive presentation, Baruch and Ellen will focus on the value add that charitable planning provides and ways to incorporate these techniques into your exit planning practice for the benefit of your clients. Understand the three key planning areas of: technical/document strategies; advantages of using stock or partnership interests when exiting or refinancing, and the benefit of legacy. Learn how charitable planning may help a business owner have a better, more satisfying life, and a better relationship with their family.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)
Presented by Baruch Littman and Ellen Rosen, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Help Entrepreneur Families identify risk concentration and build value in their holdings. Review and learn how to capitalize on the unique differences among building value and cash flow for both the client and your own business. This presentation has two components: (A) What entrepreneurial and UHNW families have stated they want from their advisors and how delivering it increases client retention and billings opportunities. This will address everything from virtual family offices to quarterbacking partial and full liquidity options and (2) How practitioners who assist clients in identifying and reducing risks create increased valuation multiples. This will discuss due diligence from the legal, tax, strategic, and financial buyer perspective. Carl will share how to fill knowledge gaps and true client issues through intake, research, analysis, and perspective that goes well beyond basic planning.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler, Phd, CBA, AVA
Click play to watch a short video about ‘Creating Enhanced Client Value’
The goal of an owner is to work more “on” the business – marketing, planning, building value, and preparing for succession. Profitable growth is dependent on the owner’s choice to see the business realities and partner with the Team. Joe and Paul will share a process to develop an informed, delegated, and motivated team, allowing the owner to only be as involved as they enjoy.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Paul Scott, CPA, ABV, CFF and Joseph J, Strazzeri, Esq.
Click play to watch a short video about ‘Evolving the Business – Yours and/or Your Clients’
Every 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’