EVENTS Calendar: Advisor & Executive BriefingsEnroll Now!
Taking your personal Business Owner's financial Vital SignsAs 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! 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!”
Enroll Now!
Value Drivers-Are You building You owner's Value for a Successful TransferValue Drivers: Building Owner's Value for a Successful Sale or Transfer 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.™ This is our most requested topic by both our Business Owners clients and referred prospects.
Enroll Now!
As a Biz Owner-What are my 6 considerations about my Exit & RetirementYou'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. 2. How are they quantified, prioritized and which should then be implemented given the time frame (hopefully yours) you've set? By the way, planning for the unplanned/involuntary exit should have begun when you formed your business.
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.
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.™
.
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.
Enroll Now!
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.
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.
Enroll Now!
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.
Enroll Now!
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.
 About Us
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||