Questions About End-of-Year Client Wealth Planning
July 18, 2016
Choosing to See Behind Business Realities
July 18, 2016Under-Utilized Tools for Today’s Business Succession Planning Needs
$25.00
Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.
(Purchase of this product will include an Audio recording and a PDF copy of this presentation.)
Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
Gain an understanding of how to create a defendable and practical business valuation with special attention to cash flow issues. Various advisors may inadvertently emphasize their specific areas of specialty which can result in an incomplete plan. Discover a process to help you identify and ensure the maximization of your client’s goals and dreams. Greg and Alex will discuss how to make the most of these concepts while partnering with the business owner and other collaborative professionals to drive a successful transition.
(Purchase of this product will include an Audio recording and a PDF copy of this presentation.)
Presented by Greg Banner CLU®, CFP®, CRTP and Alejandro Matuk, Esq.
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America’s New Gold Rush – Working with Affluent Foreign Nationals
$25.00Historically, America has been a land of opportunity attracting immigrants. Today, more than any other time, large numbers of affluent foreign nationals and then inbound money, are coming to America. These foreign nationals represent a little understood and vastly under-served client who is in need of new advisors. Ryan and Alex will explore and discuss the different paths to America, helping you identify new investment and advisor opportunities.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Ryan Alexeev, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘America’s New Gold Rush – Working with Affluent Foreign Nationals’
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7 Steps to a Successful Business Exit
$25.00Every business owner needs to begin their business planning with the end in mind. They need to visualize 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. Some topics to be discussed: Structuring your business to attract buyers: Selling your business to family members or key employees and still getting the cash you need; Decreasing the amount of time and risk it take to get your money from a scale to key employees or family members; Selling to whom you want, when you want, and get the income you want; The Seven Steps to a Successful Exit.
(Purchase of this product will include an Video & Audio recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq. -
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Buy-Sell Agreement and Contingency Planning
$0.00Greg and Alex will discuss common issues business owners need to address regarding buy-sell agreements including: advantages, disadvantages, the different types, funding alternatives, valuation issues, and common problems business owners encounter.
(Purchase of this product will include a Video recording and a PDF copy of the presentation.)
Presented by Greg Banner, CLU®, CFP®, CRTP and Alex Matuk, Esq.
