Advancing Exit Planning Engagements Using the Capitaliz Value Gap Assessment
Join Jared Johnson for an insightful presentation with Capitaliz, where advisors will discover the powerful functions of their latest platform feature, the Value Gap Assessment.
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Turning the Exit Plan into Action so your Client Becomes Sale-Ready
Join Lorraine McGregor as we dive into the 2 hurdles business owners need to clear after developing their exit plan!
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Navigating the Prepare Gate with Your Client: Leveraging Outsourced Solutions to Drive Value in Your Business
Join Judy Brown, CFP, CPA and Pam Cheldon, CPA of SC&H Consulting and Finance as we dive into how business owners and advisors work to strengthen the business's values and mitigate risks during the Prepare Gate.
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Leveraging Business History and Industry Data to Elevate Exit Planning Guidance for Wealth Managers
Join Vincent Mastrovito of Prometis Partners as we dive into the vital role wealth managers play in guiding clients towards a successful transition.
Leveraging Peer Groups for Advisor Growth
Join Tina Stolz to learn how business peer groups or what is sometimes referred to as mastermind groups are an essential strategic tool for growing business owner relationships and clients.
Philanthropy’s Effective Role in Exit Planning
Join Mark Sitzman of Foundation Source as we dive into how using philanthropy strategically in exit planning can help business owners maximize their financial gain, preserve their legacy, and even determine their next path in life.
Discovering IP Blindspots That Diminish Business Valuation
Join Rich Goldstein as we dive into how intellectual property can create tremendous leverage for a business owner when preparing to exit!
Sale Leasebacks and Real Estate in M&A Transactions
Join Greg Paparis and Anthony Cohen from Northmarq as we discuss sale leaseback transactions - what they are, why businesses use them, and what the advantages are.
How You Can Shine Before the Estate Tax Sunsets
Join Roger Silk to learn how to identify and address estate planning issues, particularly in light of the upcoming estate tax exemption reduction. We will discover effective client-focused questions and a structured approach to solving these challenges, aiming to grow Assets Under Management (AUM) by providing tailored solutions that meet client needs and ensure long-term financial security.
How to Build Your Exit Planning Dream Team
Join Julie Keyes, Founder and President of KeyeStrategies as we discuss building a collaborative team where everyone wins can be more difficult than you think, especially if you are new to exit planning.
Self-Employment Tax & Retirement Analysis (SETARA) Powered by RSSA
Join Thomas to explore Self-Employed Tax & Retirement Analysis (SETARA), discovering how it benefits business owners by saving on taxes without impacting Social Security Income. Learn how strategic integration of SETARA can drive business growth, maximizing opportunities and sales potential.
