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Please join us in my office as we participate in a monthly teleconference series designed to help you learn how the advisor team can collaboratively and effectively plan for clients. This teleconference is approved for 1 CFP credit.
This conference presented by Sam Torolopoulos, CPA and will be held Wednesday, June 16, 2010 at 10:00 a.m. Registration and brunch begin at 9:45 a.m.
Business succession planning is often difficult for business owners – and for their advisors – because the particular owner may have multiple and sometimes competing transfer motives. However, the owner may not fully understand these various motives, or what is truly driving the transfer of the business. Doing so, however, has a profound impact on business owners’ willingness to move forward with any proposed succession plan.
Join us for this critical yet foundational business succession webinar where we will address:
- The importance of determining, early on in the planning process, the business owner’s motives
- Matching the business owner’s motives with possible transfer channels
- How those transfer channels influence the ultimate transfer method or methods chosen
- How the business transfer methods selected impact the value of the company
- The importance of discussing all of the above with the business owner so as to enhance the business owner’s efficacy of the planning process, both business and personal
Please register by clicking on the "Register Now" button or call our office at (760) 930-1987, ext 3#. My assistant, Ronni Light, will call to confirm your attendance. Seating is limited, so please enroll early. I look forward to seeing you on June 16th.
Sincerely,
Debra Leffler Streeter
Where
Streeter Law Group, A PC
2385 Camino Vida Roble, Suite 101
Carlsbad,
CA 92011
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Hosted By
Streeter Law Group, A PC
Our mission is to have a client-centered firm, where our first consideration is our client’s goals. We then work as a collaborative team where we, as part of that team, develop legal strategies that are unique to each client to help the client achieve their goals. Our goal is to establish a life-long relationship with each of our clients. To that end, we strive to have regular contact and thorough communication with each client to make sure we are taking into account changes in their business, personal and family goals as well as changes in the law. Thorough communication is achieved when we listen to our clients goals and concerns and apply our unique expertise to provide choices of solutions.
2385 Camino Vida Roble, Suite 101 Carlsbad, CA 92011
(760) 930-1987
WWW.STREETERLAW.COM
