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Asset Protection in the Family Business
A rapid-fire program quickly addressing the key asset protection moves being deployed with family business leaders around the country.
Quality of Earnings Review: What Every Advisor Should Know
What is a Quality of Earnings report and how can it change the game for business planning?
What the Pandemic Taught Us About Selling a Business
Do your business clients expect you to know the latest trends in M&A transactions and which of them will continue or subside as the pandemic moves to the next phase?
Secrets to Facilitating Insider Transfers: Inside and Out
As the owner’s trusted advisor, you are responsible for offering the appropriate advice and counsel that drives a timely and orderly transition of ownership.
Panel: What's Unique About the High-Net-Worth Client?
High net worth business clients can be a mixed blessing. They can be some of your best clients, or they can drag you down. Regardless, most advisors intend to have several "HNW" clients in their client base.
Why Perceived Risk is the Most Important Value Driver
When it comes to an actual exit event, it is the perception of risk in the eyes of the buyer that fundamentally improve, or diminish, value.
Building Your Practice in a Digital World
Learn our simple processes that will take you from prospecting to intro to close without ever shaking your client's hand. We will show you how to fill your pipeline from centers of influence & networking.
The Data Behind Culture: The Leadership Behaviors that Quickly Move the Needle on Culture!
Culture is a key differentiator for successfully companies right now. Many experts believe it plays a critical role in helping a business achieve significant growth. But did you know culture can be measured and tracked over time?
Family Legacy Development
Creating longevity of significant family wealth throughout family generations is a critical subject. It requires thorough planning, education, communication, and a different perspective on the various forms of wealth. This program will discuss the legacy development process.
Buy-Sell Agreements - Part 2: Special Considerations
In this presentation, we will review the many features of a buy-sell agreement such as funding mechanisms, triggering events, valuation techniques and other important tax and financial provisions. We will also address common problems and omissions in a buy-sell agreement that can be costly.
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