Don’t be Stuck in the “Wait and See” Trap!
June 22, 2017
Mental Health 101 – Special Needs Protection
July 10, 2017
Important Considerations In the Sale of Your Client’s Business
$25.00
As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
As a client’s trusted advisor, your client’s consideration of selling their business presents you with an opportunity to guide your client through a significant wealth creation opportunity. In this session, Greg and Channing will cover a number of core concepts that you can use to advise your clients at this critical juncture in their personal and business life. Specifically, they will discuss methods to maximize sale price, assess the sale for fit with your client’s objectives, and methods to maximize after-tax cash.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Channing Hamlet, Managing Director
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Shifting Focus to Grow Your Business
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(Purchase of this product will include a PDF copy of the presentation.)
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Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
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Begin With the End in Mind
$25.00From Choosing an Entity (Sole Proprietorships, Partnerships, Corporations, and Limited Liability Companies)to Evaluating the Entities, this course surveys each business entity option. Multiple considerations dictate which choice of entity, for example: What are the business goals of the owner(s)? How does ownership, liability protection, capitalization, management, sale of the business, estate planning, taxation, and owner and employee benefits affect the choice of business entity? Learn The Entity Choice Matrix.
(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 ‘Begin with the End in Mind?’
