EVENTS Calendar: Advisor & Executive BriefingsEnroll Now!
Bi-Annual Review Points of YOUR company's Buy/Sell Agreement-Preserving Value"Bi-Annual Ten Critical Review Points for YOUR Company's Buy/Sell Agreement" – A 1 hour overview of what to look for so you or you’re clients are not taken by surprise when an unforeseen opportunity arises or if a disaster happens. This Advisor and Executive Briefing will include what are the various structures to accomplish your desired outcome and at the same time be both tax and time efficient? If you're a CPA or a California licensed Attorney, inquire about both Accounting and Legal, CPE and MCLE credits respectively.
This is our most requested topic by Business Owners second only to our "How To Grow Your Business So You Can Leave It In Style"
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™ **Bring a copy of your Partnership or Buy Sell agreement if you like. There will be a drawing for a complimentary, no obligation Buy-Sell agreement review by our MBA, Attorney and CPA team, but you must leave at the time of this Executive Briefing.
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How to realize a near 0% income tax bracket on your income at retirement?How to realize a near 0% income tax bracket on your income at retirement!? Besides having zero reportable annual income :)) ... there are some strategies to consider here. Regardless of: As the Boss, how many times have you asked yourself, “Bottom line, how much retirement capital will be required for me to leave my business in style whether I no longer can do it or I just don’t want to do it any more? In other words, what is my number?” If you don’t know your number, you should. If you want to, you can! Bearing the responsibility for your awareness of such vital signs as “your number,” whether you were to leave your business voluntarily or otherwise, including; how much would you receive, how much would pass through to you or your loved ones and how could you grow it’s pass through value to provide for any gaps is critical! Monitoring these vital signs could enable you to avoid having your net business owner value “flat line” at the worst possible moment … when, all of a sudden, you can’t do it anymore.
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How To Develop YOUR 3-10 Yr. Business Succession, Exit or Transition (SET) Plan"How To Develop A 3-15 Year Business Retirement, Exit, Succession &Transition Plan" – A 1 hour overview of what business owners should consider doing now to enjoy the rest of their business ownership career. If an effective REST plan is implemented then YOUR business owner should be ready and able to enjoy their retirement when they want with all they want. If you're a CPA or a California licensed Attorney, inquire about both Accounting and Legal, CPE and MCLE credits respectively.
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Retirement, Exit, Succession or Transition Planning? Open Forum! - What MattersRetirement, Exit, Succession & Transition (REST) Planning? A one hour "Open Forum"! -- You bring the topic or question to the table and we'll address it. A highly interactive and productive approach to addressing your front burning issues and those of your clients. Open to both clients and their advisors acting as their own open panel with experts. As a business owner my self I value a proven process for accomplishing goals and objectives. We could even start or end with any of these 7 topics:
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