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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Asset Protection: Castles, Moats, and Alligators – How to Protect Your Business Owner Clients’ Most Valuable Assets
$25.00This informative technical session will address planning techniques for taking chips off the table sooner, rather than later. The session will also cover different asset protection planning levels, ranging from domestic to offshore planning.
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7 Steps to Successful Business Exit Strategies
$25.00Every 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’
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Business Buy/Sell and Contingency Planning
$25.00Greg 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. Some topics to be discussed:
- What is a buy-sell Agreement?
- Learn to control your business and its ultimate transition
- Understand the need and advantages
- Triggering events and understanding the need for a buy-sell agreement
