YOU'RE SELLING YOUR BUSINESS - IT IS TIME TO EXIT THE US OR BROADEN YOUR INVESTMENTS TO OTHER COUNTRIES TO GAIN CITIZENSHIP
Join us for an insightful session exploring the growing trend of individuals and families seeking alternative citizenships, with a particular focus on why the United States has emerged as the top demander of Golden Visas in Portugal. Receive a comprehensive overview of the legal processes involved, detailing the steps, benefits, and requirements associated with obtaining citizenship through investment. Additionally, hear from an investment expert who will share her insights on how to successfully navigate this opportunity, specifically through investments in Portugal's flourishing tourism market. This session promises to equip attendees with the knowledge and resources necessary to understand and engage in this transformative journey toward global citizenship. Don’t miss this opportunity to learn about the intersection of investment and immigration in one of Europe’s most vibrant destinations!
Learning Objectives:
- Understand the Benefits and Requirements: Gain a clear insight into the advantages and eligibility criteria associated with the Portuguese Golden Visa.
- Explore the Evolution of Golden Visa Legislation: Learn about the historical development and changes in the Golden Visa law, providing context for its current framework.
- Navigate the Legal Process: Familiarize yourself with the step-by-step legal procedures involved in applying for the Golden Visa, ensuring a smooth application experience.
- Qualified Investments: Discover an investment that qualifies for obtaining the Golden Visa, with a focus on opportunities in Portugal's thriving tourism sector.
About the Presenters:
Hear from industry experts, Alex Ohnona and Maria Alvarez Garcia
Thank you to our Sponsors
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Event Details
Virtual: Zoom
Who Should Attend?
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Business Owners & Their Trusted Advisors
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Business Owners
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Other Business Professionals
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Business Consultants
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Professional Advisors
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Members of Family Business Boards
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Private Business Owners
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.