When Clients say “We Used to Need the Insurance, but Should We Continue to Pay on It Now?”
March 19, 2017
Dissecting Buy/Sell Agreements – Legal, Technical, and Valuation Perspectives
March 19, 2017Understanding Exit Options: What Advisors Need to Know to Help Clients Make Sound Transition Decisions
$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
Related products
-
Add to cart
Evolving the Business for Attorneys- You and/or Your Clients’
$25.00The 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 – You and/or Your Clients’
-
Add to cart
The 5 Most Common Wealth Destroying Mistakes Business Owners Make – California Forum Presentation
$25.00Business owners are overwhelmed with trying to increase their revenues 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 5 most common personal wealth destroying mistakes business owners are making everyday at the company level and how you can introduce a process to deliver the solutions that they need to implement now.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Mike Rodman, CFP
Click play to watch a short video about ‘The 5 Most Common…’
-
Add to cart
Business Valuations LTD
$25.00Valuations are often simply seen as tools to: enhance discounts for gifting; justify loan amounts; and plan for buy/sell agreements and their funding. Though these tools are important to the estate and business planning attorney, they fall short of positioning that attorney as an ongoing key advisor to the business owner. Join Carl to learn how to partner with your valuation expert to help business owners increase value in their business through decreasing risk in identifiable and measurable ways each year.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Carl Sheeler and Joseph J. Strazzeri
Click play to watch a short video about ‘Business Valuations LTD’
