

$25.00
There are seven ways to exit a privately-held business and keep it private. This session covers the pros and cons of each and makes a business case for an Advisory approach that embraces “hybrid” transition strategies.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Sean Hutchinson
PREVIEW:
There are seven ways to exit a privately-held business and keep it private. This session covers the pros and cons of each and makes a business case for an Advisory approach that embraces “hybrid” transition strategies.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Sean Hutchinson
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
Greg 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.
Business owners are overwhelmed trying to increase their revenue and reduce expenses due to the challenging economy. It is virtually impossible for them to focus on the daily business challenges and maximize the wealth planning opportunities that are available within the company. Learn the five most common personal wealth destroying mistakes business owners make every day at the company level and how you can introduce a process to deliver the solutions they need to implement now.
(Purchase of this product will include only a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common Wealth Destroying Mistakes’