The Gathering 2018 – Medi-Cal and Medicare: Who, When, How – and What’s Next?
March 23, 2018The Gathering 2018 – Providing Wisdom, Leadership, and Planning in Tumultuous Times
March 23, 2018The Gathering 2018 – Family Businesses: Attractiveness, Readiness, and Valuation – Factors that Business Owners Often Don’t Know
$25.00
Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.
(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 Steve Mancini, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill. Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value. Learn the nuances of Assessments/Valuations and how to transition from a Wisdom-driven Business to a Value-driven Business. Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.
(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 Steve Mancini, Esq.
Click here to see the Gathering Agenda with the list of the presentations and presenters.
Related products
-
Add to cart
Trustee Training – Rights and Responsibilities – Kim and Steve
$25.00A client or a client’s family member has just passed away and now the successor trustee must serve as trustee of the living trust. Are you prepared to handle the myriad of questions that successor trustees will have regarding their rights and responsibilities? Are you aware that tax and investment advice may be different in these situations? To help avoid personal liability, a trustee must seek professional financial, accounting, and legal advice. This course is an overview of the legal and procedural requirements of trust administration to assist trustees and their advisors to properly discharge their duties. It addresses the need for legal, tax, accounting, and complete investment planning in trust administration.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kimberly Vawter, Esq. and Stephen Mancini, Esq.
Click play to watch a short video about ‘Trustee Training – Rights and Responsibilities’
-
Add to cart
Post-Election After Shock – Standard Registration
$1,700.00THERE IS A SEISMIC SHIFT COMING – ARE YOU PREPARED?
How will your planning strategies and tools be affected? Which are safe or need to change?
How will your clients be affected – financially and emotionally?
What should you do to help?
Everything you Need to Know, Do, and Say After the Election
Location:
The Southern California Institute3636 Nobel Drive, Suite 450
San Diego, CA 92122For more information, please visit www.2016AfterShock.com
-
Add to cart
Expectation Marketing
$75.00Often times when you are marketing to potential clients or referral sources, you may not receive your ideal client or referrals. In this session, you will learn why it is important to set the stage before the first meeting and lay out the expectations prior to, allowing for a smoother initial visit. Learn specifics on how to implement a proper marketing approach that gives potential clients and referrals sources a window into who you are and your expectations before hand.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Check out the short video below to learn more about 'Expectation Marketing'
