Types of Term Insurance

Life Insurance Terms

The Fundamentals of Execution with Verne Harnish

Key factors when developing business strategy.

Attracting and Growing Talent

How to retain talent

What Is In a Sales Purchase Agreement?

Elements to be incorporated when purchasing another company

Due Diligence is Critical

Four areas where due diligence is important

Determining How Much To Offer

How much should be offered when negotiating

Explaining the Buy-Side Process

Seven stages in buying a business

The Importance of Post Transaction Integration

Importance of the integration of two companies

Should I Consider Growing by Acquisition?

benefits and potential downsides of growing

Derisking Your Portfolio

Why owners should consider taking some chips off the table and diversifying their portfolio

Closing the Gap Between Management

Explores ideas on closing the communication gap between management and the rest of the team

Scorecards

Job scorecards apply KPIs to the job that aligns with company goals

The Wealth Gap

The Wealth Gap: the difference between the value of their business and the amount of money they will need to fund the next phase of their life.

The Master Plan Audio Book

Discover A Strategic Planning Formula for Maximum Company Value, Strong Asset Protection and Work-Life Balance

Periodic Review

Explains the importance of reviewing and updating one's wealth management and estate plans on a regular basis

Fractional CFO

Explains what a CFO does and the benefits of having a CFO

Metrics, Ratios, and KPI’s in Exit Planning

Explains the differences between Metrics, Ratios and KPIs and why they are important

Investment Management

Explains the importance of monitoring one's portfolio on a regular basi

Planning and Execution

Will and estate document review

Tax Management

Federal Estate Tax, State Estate tax and the Inheritance tax

CEO Role in EE Retention and Reward

Two Different Approaches to Selling Your Business

Explains the difference between a controlled Auction and a Negotiated Sale

Introduction to Wealth Management

This video explains the 7 steps to creating a financial plan.

Data Collection for Financial Planning

This video gives them an overview of the data collection process.

The Simplest Template For A KILLER Strategy

The S2 Road Map is made up of five major elements. Each one defines an aspect of your business and seamlessly connects your mission, vision, values, and goals to achieve clarity and direction.

Financial Acumen Course

Basic Financial Acumen Training

Financial Analysis for Estate Planning

This video should be sent to the business owner who would like to learn more about the process of financial analysis in support of creating a wealth management plan.

Personal Goal Setting

This video should be sent to the business owner who would like to learn more about the process of setting goals and distribution objectives in support of creating a wealth management plan.

The Problem

In reality only 20% of the businesses that go to market actually sell. This video will give them some things to think about and open up a conversation for you.

Protecting Your Financial Future

Using Advisors

The Exit Planning Process

This video talks about the Discovery phase and the Execution phase and what is involved in each

Surviving Spouse Checklist

There are always things that are not thought about. This checklist will guide them through this process.

ESOPs (Employee Stock Ownership Plans)

Business Owners need to know all their exit options. ESOPs can be a good option if it meets their goals and if the business is in a position to support such an option.

Premium Finance

Short overview video and second detailed video about Premium Finance

The Role of Estate Planners in Exit Planning

explains why it is important to see out advice from a qualified Estate Planning attorney

What Is Exit Planning?

what is Exit Planning and why is it important

The Role of Mergers & Acquisition Firms in Exit Planning

three types of M&A firms and some of the specific services that these firms can provide

The Role of Business Valuation Companies in Exit Planning

three specific services that these firms can provide to an owner that is looking to exit

The Role of Insurance Brokers in Exit Planning

six specific services that these firms can provide to an owner that is looking to exit

The Role of Financial and Wealth Management Firms in Exit Planning

five specific services that these firms can provide to an owner that is looking to exit

Key Performance Indicators

Common KPIs by Industry and Department

The Exit Checklist

Outline the 5 Step Checklist

The 4P’s Of Scaling Forward

People, Pivot, Process, Price

Basics of Business Valuation

Explain the different reasons one might need a valuation and define terms.

Three Types of Financial Review Services

Explain the differences between the different levels of financial reviews: Compilations, Reviewed and Audits

Expected Benefits of Exit Planning

The Value of a documented plan and process of increasing value in the business.

Portfolio Diversification

what to consider when building a truly diversified portfolio and the importance of having multiple “buckets” of assets to reduce risk

Golden Parachute/Handcuff

Retention strategy

The 8 Functional Areas

8 functional areas in every business

Indexing vs Investing

How Indexing Compares to the Market

The Fragile Decade

Turn Retirement Apprehension Into Anticipation