Business Briefing

Build, Benchmark, Be Gone™

1. BUILD – Blueprint for Building Value

  • Expanding capacity – more work, more business, more enjoyable
  • Understanding Financial Reports
  • Recruit, Reward and Retain Key Executives with Customized Solutions Using Variable Universal Life Insurance
  • How to use a PEO to provide your business with a comprehensive, customized services & benefits system that lets you devote time to developing new business and growing your profitability instead of handling personnel issues and administrative details.


2. BENCHMARK the value you have created in your largest asset – Appraisal Briefing – What is Your Business Really Worth?

(This will help you, the Business Owner, plan succession and related issues)
This valuable update on value will cover:

  • Business Valuations
  • Intellectual Property Valuation
  • Exit strategies such as ESOP Feasibility and Valuation
  • Family Limited Partnerships and LLCs
  • Non-Cash Charitable Contribution Validation(Family Limited Partnerships (FLP) and Limited Liability Companies (LLC), two popular wealth transfer mechanisms used in estate planning.)You will learn how to integrate these tools into your business to help your:
  • Buy-sell agreement
  • Key man stock incentives or insurance
  • Partner admissions or terminations
  • ESOP funding
  • Estate planning using Family Limited Partnerships and Non-Cash Charitable Contributions


3. BE GONE – Exit or succession planning

  • What Every Business Owner Should Know About Selling a Business
  • Taking in partners, going public and PIPEs
  • Raising capital – private placements of debt and equity
  • The ESOP alternative
  • Management buyout

Please email us at or call 1-855-BIZ-VALU (1-855-249-8258) for information on the next seminar.