Succession-Retirement Strategies & Solutions, Inc.
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We want to extend an invitation to you for an Advisor Briefing, the first in our Ascend 2010 Series entitled: "How To Grow Your Business So You Can Leave It In Style"
Click HERE to RSVP
A one and a half hour overview of what business owners need to start doing NOW to prepare for a successful Succession, Exit or Transition from their business and perhaps their retirement in the next 3-10 years.
How do you define a "successful" departure from your business? For you It might mean getting out when you want, with the capital you'll need to fund your retirement lifestyle and realizing the people you "want" to ultimately see at the helm of your business by the time you leave ... in style.
Ø Why Exit Planning? FACT: All business owners will exit their business at some point either voluntarily or otherwise. At that time they'll want to maximize their net after tax spendable and minimize timing.
Ø Your opportunity as a trusted advisor to improve your connections with your Business Owner Community
Ø In the final analysis today, what are your Business Owner Clients' concerns? What's keeping them up
or waking them up at night;
t The requirements of their eventual retirement
t A workable and flexible Succession Plan
t Managing their estate Plan
Ø Whatever your advisory discipline, explore your unique value add to this process as outlined in the Business Enterprise Institute's (BEI) Seven (7) Steps of Exit Planning.
What you will walk away from this Advisor Briefing with is knowing what should be considered to configure your clients business or your practice in such a way that it should ALWAYS be in a position whereby in the next 3-15 years if;
A. a favorable opportunity arises, or
B. an unfortunate event occurs, the company is COMPLETELY ready for a transition. Your client and their business should always be "ready for sale" which is significantly different from being "up for sale".
What: An Advisor Briefing/Workshop
When: January 12, 2010 from 10:00am–11:30am
Where: The S.R.S.S.I. Briefing Center at MacArthur Court in Newport Beach (details
will be provided with your registration confirmation)
Educational Value: If you're a CPA or a California licensed Attorney, inquire to MikeRich@SuccessionRetirement.com about Accounting and Legal, CPE* and MCLE** credits respectively for this Advisor Briefing. As well if you have any questions or need additional information.
Click HERE to RSVP
*NFP Securities, Inc is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Nashville, TN, 37219-2417. Website: www.nasba.org
**Succession-Retirement Strategies & Solutions, Inc. (SRSSI) is an approved provider of continuing education content and credit MCLE by the California State Bar Association for California state licensed attorneys.