3C Planning for the Next Phase of Your Business Life
- Learn the need for both a personal assessment & a business assessment to ensure you’re ready to exit your company (or to allow yourself more prep time for this significant transition)
- Hear about the need for a personal wealth gap calculation & how your business fits into that number
- Understand the importance of a business valuation & how it impacts your ongoing business decisions
- Learn the importance of accurate financial records before you even think about selling your business
- Discuss how detailed planning & regularly reviewing that plan are the keys to a successful sale
Presenter: Jim Boyd, JB Associates, Keokuk, IA
11C Beyond Moving: How to Avoid Common Pitfalls With Divorcing Clients
- Understand the unique emotional & logistical demands of divorcing clients
- Explore external pressures, such as economic shifts & the challenges of establishing a new home(s) in a highly stressful environment
- Learn how to gather sensitive information & navigate difficult conversations, reduce friction & foster positive outcomes
- Hear valuable insights about serving divorcing families who depend on your strategic expertise & emotional support
Presenter: Liz Becker, National Association of Divorce Professionals (NADP), Miami, FL
19C Bill Your Value, Earn Their Trust
- Discover how charging your value will attract both the clients you want & the clients you need
- Explore doing more! Hear how offering a suite of optional (but invaluable) services will increase your revenues (& your clients didn’t even realize they need or want them)
- Learn how you are billing for your expertise, and not your time
Presenter: Tracy McCubbin, dClutterfly, Sherman Oaks, CA
27C Assessing the 8 Key Areas of Your Business
- Discover the 8 key areas of any business
- Understand the important concepts, documents & processes for each key area (& the consequences of not having them)
- Learn how to assess the gaps in your business in each of the 8 areas
- Determine the priority & strategies to address these cracks for a successful business
Presenters: Carol Kaufman, Alternatives TLC, LLC, Hawthorne, NJ
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