$25.00
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
Everyone talks about working on your business rather than working in your business but few actually get it done. Peter and Greg will present to you a simple proven tool and unique methodology to create a framework and step-by-step plan to better manage your business and help your business clients do the same.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Greg Banner, CLU, CFP, CRTP and Peter Sieffert, Business Consultant
Click play to watch a short video about ‘Shifting Focus to Grow Your Business’
Between the >$10MM wealthy and the incredibly UHNW Family Office of $300MM+ lies the oft misunderstood and under-appreciated family business founder, family, and staff who have concentrated risk and have prevailed against the onslaught of business, personal, and advisory challenges. What do they think, want, and need? Why do they heed some advice and not others? How does an advisor differentiate him/herself with true “value-add” services and enjoy high client retention and amazingly higher fees year-after-year? Hint: It isn’t firm size that matters and transactional mindsets seldom work.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Carl Sheeler, PHD, CBA, AVA and Joe Strazzeri, Esq.
Click play to watch a short video about ‘The Elusive $15MM – $75MM Entrepreneurial Family’
Whether your client is the buyer or the seller, being knowledgeable of the entire acquisition process is a must. Join us for this important seminar that will address the overall buying and selling process of a business, a clear understanding of the tax saving strategies available to your client, structuring stock and asset purchase agreements, and other important documents/caveats in the sale/purchase of a business.
(Purchase of this product will include a Video recording, an Audio recording , and a PDF copy of the presentation.)
Presented by Freddy Garmo & Alex Matuk
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’