Using Turnkey Software to Power the Value Acceleration Methodology
Discover how aligning your practice with the Value Acceleration Methodology (VAM) through a turnkey advisory platform can enhance service consistency, attract clients, and drive revenue growth. Learn strategies for integrating VAM with technology to improve efficiency and client satisfaction.
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Aligning Personal & Family Vision with Financial Planning
Join us for an insightful session, "Aligning Personal & Family Vision with Planning," presented by Alex Kirby, CEO of Total Family. Discover the transformative power of vision in the planning process.
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.
