Power Negotiating Strategies II: A Case Study

GREATER LOS ANGELES CHAPTER EVENT

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Power Negotiating Strategies II: A Case Study


Negotiating is a skill utilized by everyone in all aspects of their lives.  For many business owners, most of their wealth is tied up in their business. For this reason, the sale of a business is a high stakes situation that needs to be carefully navigated by a masterful negotiator. In this session, advisors and business owners will learn practical techniques that can be learned, mastered and applied in a wide range of business situations through a multi-faceted case study

 

Learning Objectives:

  • Win-win negotiations – what is it and how to employ it
  • Pre-negotiation preparation
  • Active listening skills
  • Setting the framework for an optimal outcome
  • Dealing with difficult negotiators
  • Overcoming objections

 

About the Presenter:

Learn from industry expert Selwyn Gerber on how to implement the best business negotiation strategies.

Meet the Presenter

 

Thank You to Our Sponsoring Firm:

JCF Logo Colo

 

This meeting will be held at the Jewish Community Foundation.

Address: 6505 Wilshire Blvd., Los Angeles, CA

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EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPILosAngeles.org.

Selwyn Gerber

Selwyn Gerber

CPA, Gerber & Co Inc

Contact Selwyn

Meet Selwyn Gerber:

Selwyn Gerber, a CPA, Personal Financial Planner and Economist, founded Gerber & Co Inc., a mid-sized local full-service accounting firm with a broad range of clients.  The firm includes accounting services, a Family Office and a Business Management Unit, which provides comprehensive outsourced CFO services to affluent families and to entertainment celebrities.  Mr. Gerber has been involved in a multiplicity of negotiations covering real estate, acquisitions and sales of businesses, personnel issues and in the representation of affluent clients.  He has taught Power Negotiating around the globe to businesses, non-profits and at Universities.  And, Mr. Gerber founded RVW Investing, LLC in 2007 – a wealth management firm managing portfolios for affluent individuals, trusts, and pension funds.

Selwyn Gerber did his undergraduate and post-graduate training in South Africa. He emigrated in 1977 and has worked for the Big CPA Firms both in South Africa and in the USA prior to forming Gerber & Co Inc. He holds numerous leadership positions in a diverse group of philanthropies.


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.

 

Continuing Education


CEPAs receive 1 CE credit

CPE receive a certificate for 0 CE credit

CVA receive a certificate for 0 CPE credit

*Proper documentation must be collected and submitted to qualify for continuing education.

cpe-logo-png-full-colorThe Exit Planning Institute (EPI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website at: www.learningmarketing.org.