EVENTS Calendar: Advisor & Executive Briefings
Enroll 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.
| When: |
Tuesday, May 21, 2024 - 8:00am & 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
How to realize a 0% income tax bracket on your income at retirement?
How to gain a 0% income tax bracket on your income at retirement?
What bills will be passed? Who will run the election? Why does any of this matter ... or does it?
Where does 76% of our annual federal tax budget go? (Hint: It goes to only 4 items!)
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!
Why should more or even most of my income at retirement be tax free?
How can you best accomplish a 0% income tax bracket on your retirement income?
We'll will answer these questions and many, many more at this 1 hour discussion how to get what you need and then what you want.
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.
| When: |
Tuesday, May 28, 2024 - 8:00 am and 10:00 am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
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.
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
| When: |
Tuesday, June 4, 2024 - 8:00am & 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
Retirement, Exit, Succession or Transition Planning? Open Forum! - What Matters
Succession, Exit or Transition (SET) 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.
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
| When: |
Tuesday, June 11, 2024 - 8:00am and 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions, Inc. |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
How To Grow YOUR Business So YOU Can Leave It In Style! Value Built Architecture
"How To Grow Your Business So You Can Leave It In Style" -A 1 hour overview of what business owners need to start doing NOW to prepare for a successful Succession, Exit or Transition from their businesses in the next 5-15 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.
If this closely resembles your definition, then you're not alone. That can be both good and bad news - we'll explore why in this workshop.
If you're a CPA or a California licensed Attorney, inquire about both Accounting and Legal, CPE and MCLE credits respectively.
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
| When: |
Tuesday, June 18, 2024 - 8:00am and 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions, Inc. |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
Avoid the 6 Mistakes that can Destroy Your Business, Assets & Financial Future!
Avoiding the 6 Mistakes that can Destroy Your Business, Your Assets & Your Financial Future!
Today more than ever, the need for proactive planning is crystal clear. You must be sure to be poised for what may represent the single greatest financial event in your lifetime. You'll want to optimize your net pass through value no matter why, how or when your "lever" is pulled.
If you can invest just 60 minutes to attend this unique workshop, we will explain how you can identify risk and implement strategies to plan and protect what you have worked so very hard to create.
Your clicking HERE will start a 90 second video invitation.
| When: |
Tuesday, June 25, 2024 - 8:00 AM & 10:00 AM |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
Do you know your number? If you don't, discover why you should and how you can
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.
| When: |
Tuesday, July 2, 2024 - 8:00 am and 10:00 am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
Taking your personal Business Owner's financial Vital Signs
As the Boss, how many times have you asked yourself, “Bottom line, how much retirement capital will be required net, net, net 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!
Why? The monitoring of 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. CPA's and attorneys love our BOSS Vital $igns 3000TM Executive Summaries package because it saves their clients both time and money.
As one business owner with a golf avocation put it succinctly, “Before the BOSS Vital Signs experience, it was like playing a round of golf without a pin flag in any of the 18 holes. That's important because on this 'course', it's not likely I'll get a mulligan!”
| When: |
Tuesday, July 9, 2024 - 08:00 AM & 10:00 AM |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Your CRO |
| Phone: |
(949) 296-8356 ext. 81 |
|
Directions:
Our virtual meeting room
|
Enroll Now!
Value Drivers-Are You building You owner's Value for a Successful Transfer
??Value Drivers-Building Owner's Value for a Successful Sale or TransferValue Drivers-Building Owner's Value for a Successful Sale or TransferValue Drivers: Building Owner's Value for a Successful Sale or Transfer
Have You Lost Value in Your Business as a Result of the Recent Recession? Are You Looking For Ways to Build Value in Your Business?
Whether you plan to exit your business in the near future or stick around for 20 years, the more informed you are about the process of building value, the better off you will be. If you have been thinking about your business value lately, register now and start building the value of your business today!
Mark Kandarian, the Founder & Executive Director of SRSSI will speak on the steps you should be taking now to build value in your business so You Can Leave It In Style or Cash Out and Move On!
A one hour overview of what business owners need to start doing NOW to prepare for a successful Succession, Exit or Transition from their businesses 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.
If this even remotely resembles your definition, then you're not alone. That can be both good and bad news - we'll explore why in this workshop.
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
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 both our Business Owners clients and referred prospects.
| When: |
Tuesday, July 16, 2024 - 8:00am & 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
As a Biz Owner-What are my 6 considerations about my Exit & Retirement
You're a business owner and finally seriously considering an (hopefully your plan) exit from your business and retiring in the style you've grown accustomed to ... or Better.
However, you're not really certain, but you're just not feeling confident that you'll have enough financial resources to go all the way, So:
1. What are your options?
2. How are they quantified, prioritized and which should then be implemented given the time frame (hopefully yours) you've set?
In this short Executive Briefing we'll share some detailed guidance for you to note and then execute as you see fit "The 6 Financial Options for Exiting Business Owners".
By the way, planning for the unplanned/involuntary exit should have begun when you formed your business.
| When: |
Tuesday, July 23, 2024 - 08:00 AM & 10:00 AM |
| Where: |
Reservations Required Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
9492968356 x 81 |
Enroll Now!
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.
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
| When: |
Tuesday, July 30, 2024 - 8:00am & 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
Enroll Now!
How Best to Motivate & Retain YOUR Key Employees To Increase Business Value
"Best Practices in Motivating, Retaining & Rewarding YOUR Key Employees as a Business Value Driver" - A one hour overview on the best 5-15 year strategies for attracting the "right" persons for the right seats, always motivating them towards accomplishing your company's goals and to placing glue in their seats. All of which are integral in realizing a smooth Succession, Exit or Transition Plan. All of these efforts are critical, can and must be managed to both preserve and drive you company's value.
If you're a CPA or a California licensed Attorney, inquire about both Accounting and Legal, CPE and MCLE credits respectively.
This is our third most requested topic by Business Owners next only to our "How To Grow Your Business So You Can Leave It In Style" AND "10 Review Points for Buy-Sell Agreements"
If you don’t want to exit & retire successfully, that’s your business, but if you do, that’s our business.™
.
| When: |
Tuesday, August 6, 2024 - 8:00am & 10:00am |
| Where: |
Reservations Required for Our Virtual Meeting Room
*Reservations Required for our now completely video conference events.
*Once you RSVP, we'll send your confirmation with your unique log in credentials.
*Info@SuccessionRetirement.com for your RSVP. Receiving your unique log in code will be your confirmation. Or,
*Call (949) 296-8356 ext. 81
*Looking for an expert speaker for your next event of business owners, partners, shareholders or C Suite Key Executives; WPO, Vistage, TAB, ProVisors? Just Contact us directly. |
| Host: |
Succession-Retirement Strategies & Solutions |
| Phone: |
(949) 296-8356 Ext. 81 |
