You are introduced to a new client who is debating exit planning – “this has been a great cash flow year and I can sell for a lot, but will it be enough?” Join Joe and Melisa as they discuss the financial planning “wealth gap,” methods to keep and/or increase the value of the company, opportunities to go to market, and ways to drastically reduce the sale taxation to solve for the wealth gap. This actual TFG 2019 case will also include the collaborative advisor debacle as the client shops multiple advisors and the resulting positive outcome.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Presented by Joe Strazzeri, Esq. and Melisa Silverman, JD, CEPA, CVA, SBA, CMEA