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Author : Sophia H. Duffy
Publisher :
ISBN 13 : 9781579961138
Total Pages : pages
Book Rating : 4.9/5 (611 download)
Download or read book Planning for Business Owners and Professionals written by Sophia H. Duffy and published by . This book was released on 2022-07 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ted Kurlowicz
Publisher :
ISBN 13 : 9781582932699
Total Pages : 600 pages
Book Rating : 4.9/5 (326 download)
Download or read book Planning for Business Owners and Professionals written by Ted Kurlowicz and published by . This book was released on 2018 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ted Kurlowicz
Publisher :
ISBN 13 : 9780943590646
Total Pages : 352 pages
Book Rating : 4.5/5 (96 download)
Download or read book Planning for Business Owners and Professionals written by Ted Kurlowicz and published by . This book was released on 1995 with total page 352 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Gregory Monday
Publisher : American Bar Association
ISBN 13 : 9781641056915
Total Pages : 188 pages
Book Rating : 4.0/5 (569 download)
Download or read book The Lawyer's Guide to Family Business Succession Planning written by Gregory Monday and published by American Bar Association. This book was released on 2022-05-02 with total page 188 pages. Available in PDF, EPUB and Kindle. Book excerpt: "This book provides lawyers with step-by-step guidance on how to lead family business owners through the succession planning process to produce a result that is tailored to the unique circumstances and objectives of the owners and their successors."--Back cover.
Author : Ted Kurlowicz
Publisher : Amer College
ISBN 13 : 9780943590035
Total Pages : 222 pages
Book Rating : 4.5/5 (9 download)
Download or read book Readings in Planning for Business Owners and Professionals written by Ted Kurlowicz and published by Amer College. This book was released on 1985 with total page 222 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ted Kutlowicz
Publisher :
ISBN 13 : 9781895477191
Total Pages : pages
Book Rating : 4.4/5 (771 download)
Download or read book Planning for Business Owners and Professionals written by Ted Kutlowicz and published by . This book was released on 1997 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Ted Kurlowicz
Publisher :
ISBN 13 : 9781932819120
Total Pages : 600 pages
Book Rating : 4.8/5 (191 download)
Download or read book Planning for Business Owners and Professonals written by Ted Kurlowicz and published by . This book was released on 2005-01 with total page 600 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : David K. Cahoone
Publisher : Quantum Press (Denver, Company)
ISBN 13 : 9780967471426
Total Pages : 630 pages
Book Rating : 4.4/5 (714 download)
Download or read book Strictly Business written by David K. Cahoone and published by Quantum Press (Denver, Company). This book was released on 2002 with total page 630 pages. Available in PDF, EPUB and Kindle. Book excerpt: Strictly Business is the first book in 2002 to discuss the impact of recent tax law changes on businesses and business owners. Looking beyond the phantom tax "rebates" and estate tax "repeal," it clearly explains the challenges and opportunities the new act creates for business owners-and why reducing taxes may not be their chief planning concern. Strictly Business is written in a hard-hitting, question-and-answer format to clearly and simply explain complex concepts and strategies relating to starting and operating a business, choosing a business structure, expanding a business, and developing fringe benefits, retirement funds, and a succession strategy. By drawing on several disciplines and the expertise of more than 90 of America's leading planning professionals, Strictly Business offers the most comprehensive and relevant planning ideas on issues important to business owners. For many of us, just knowing the questions to ask our advisors will greatly help us to become involved in the planning process. Whether you are a would-be-entrepreneur or a veteran business owner, armed with the insights and information in Strictly Business, you will be able to enter into the planning process with your advisors with more confidence to ensure that your business and your legacy thrive and remain strong, now and into the future.
Author : Craig E. Aronoff
Publisher : Family Enterprise Publisher
ISBN 13 : 9780965101165
Total Pages : 84 pages
Book Rating : 4.1/5 (11 download)
Download or read book How to Choose & Use Advisors written by Craig E. Aronoff and published by Family Enterprise Publisher. This book was released on 1994 with total page 84 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : C. Aronoff
Publisher : Springer
ISBN 13 : 1137515007
Total Pages : 90 pages
Book Rating : 4.1/5 (375 download)
Download or read book How to Choose and Use Advisors written by C. Aronoff and published by Springer. This book was released on 2017-06-30 with total page 90 pages. Available in PDF, EPUB and Kindle. Book excerpt: In How to Choose and Use Advisors , authors Aronoff and Ward establish benchmarks for excellent advisory services and they show business owners how to benefit from advice ranging from legal and financial to executive search and organizational development.
Author : David Grau, Sr.
Publisher : John Wiley & Sons
ISBN 13 : 1118866428
Total Pages : 230 pages
Book Rating : 4.1/5 (188 download)
Download or read book Succession Planning for Financial Advisors written by David Grau, Sr. and published by John Wiley & Sons. This book was released on 2014-06-02 with total page 230 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is going to challenge you and everything you think you know about succession planning. For independent advisors, succession planning is quickly becoming the cornerstone to a strategic growth strategy designed to perpetuate their business and their income streams beyond their own lifetime, while providing a multi-generational service platform that attracts and rewards younger advisors. This makes succession planning one of the most, if not the most, important practice management tools in this industry today. As an independent financial advisor, now is the time to address the question of what will happen to your practice and your clients after you “exit the building.” In most cases, the answers are right in front of you. Thankfully, Succession Planning for Financial Advisors: Building an Enduring Business has arrived to transform today’s practices into businesses designed to endure and prosper and serve generations of clients. Learn how to create a “Lifestyle Succession Plan” that can provide a lifetime of income and benefits to the founder even as he/she gradually retires on the job Unlock the power of equity management – the best planning and building tool an independent advisor owns Learn how to attract and retain the best of the next generation to help you build a great business and to support your succession plans and care for your clients and their families Determine precisely when to start a formal succession plan and related continuity plan so that your business can work for you when you need it most Understand why succession planning and selling your business are completely different strategies, but how they can complement each other when used correctly 95% of independent financial service professionals are one owner practices. To the positive, these practices are among the most valuable professional service models in America. But almost all advisors are assembling their practices using the wrong tools – tools borrowed from historically successful, but vastly different models including wirehouses, broker-dealers, and even OSJ’s and branch managers. Revenue sharing, commission splitting and other eat-what-you-kill compensation methods dominate the independent sector and virtually ensure that today’s independent practices, if left unchanged, will not survive the end of their founder’s career. It is time to change course and this book provides the map and the details to help you do just that. For independent practice owners and staff members, advisors who want to transition to independence, as well as accountants, attorneys, coaches and others involved in the financial services space, there are invaluable lessons to be learned from Succession Planning for Financial Advisors. Written by the leading succession planning expert in the financial services industry, former securities regulator, M&A specialist, and founder of the nationally recognized consulting and equity management firm, FP Transitions, David Grau Sr., JD, has created an unmatched resource that will have an enduring and resounding impact on an entire industry.
Author : Christopher Snider
Publisher :
ISBN 13 : 9780997252705
Total Pages : pages
Book Rating : 4.2/5 (527 download)
Download or read book Walking to Destiny written by Christopher Snider and published by . This book was released on 2016-05-05 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : United States. Congress. Senate. Committee on Banking, Housing, and Urban Affairs. Subcommittee on Consumer Affairs
Publisher :
ISBN 13 :
Total Pages : 274 pages
Book Rating : 4.F/5 ( download)
Download or read book Financial Planners and Investment Advisers written by United States. Congress. Senate. Committee on Banking, Housing, and Urban Affairs. Subcommittee on Consumer Affairs and published by . This book was released on 1988 with total page 274 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Author : Andrew Feindel
Publisher : John Wiley & Sons
ISBN 13 : 111970913X
Total Pages : 288 pages
Book Rating : 4.1/5 (197 download)
Download or read book Kickstart Your Corporation written by Andrew Feindel and published by John Wiley & Sons. This book was released on 2020-11-03 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: A detailed look at financial planning strategies surrounding professional corporations for doctors, dentists, lawyers, business owners and other Canadian professionals. If you're a doctor, a dentist, a lawyer, or a business owner—virtually any type of professional in Canada—you strongly need to consider how incorporating fits into your financial plan. A good financial planner should acknowledge they have absolutely no control of the markets. However, taxes are completely controllable, and having a corporation is a powerful tool that allows professionals to control their tax bill. Using a mix of personal observations, real-life examples, and strategy evaluations, this book guides the professional along their path to using their corporation in the most efficient way. Kickstart Your Corporation: The Incorporated Professional's Financial Planning Coach is your practical guide to controlling your tax bill and taking advantage of all that a Professional Corporation has to offer. Drawing upon decades of hands-on experience in wealth management, author Andrew Feindel provides clear and accurate advice on making the incorporation decision, setting up and investing inside your corporation, optimizing your salary and dividend compensation mix, valuing permanent insurance on your corporate balance sheet, using prudent leverage, weighing the pros and cons of active or passive investment management, using alternative strategies like a Capital Gains Strip, Individual Pension Plans and Retirement Compensation Arrangements, and much more. This must-have book: Provides Canadian professionals with an accurate and straightforward investment and financial planning guide to incorporation Covers the basics of incorporating for the professional and business owner, including a review of the process and the costs to incorporate, and the likely benefits Analyzes the best financial strategy for various situations Offers real-world advice on structuring compensation, risk management, borrowing to invest, and the role of trusts in professionals’ financial plans Written by a senior vice president at an independent leading-edge wealth management firm Kickstart Your Corporation: The Incorporated Professional's Financial Planning Coach is essential reading for any professional who has incorporated and is looking to maximize benefits, and those wanting to incorporate for the first time with expert guidance.
Author : William Roberts
Publisher : Independently Published
ISBN 13 : 9781699619186
Total Pages : 47 pages
Book Rating : 4.6/5 (191 download)
Download or read book 11 Essential Tips for Writing a Business Plan Like a Professional written by William Roberts and published by Independently Published. This book was released on 2019-10 with total page 47 pages. Available in PDF, EPUB and Kindle. Book excerpt: Do you need to secure funding from investors or lenders for your business or are you trying to develop a compelling vision to motivate staff and employees?If the answer to either of these questions is yes, then this is the book for you...11 ESSENTIAL TIPS FOR WRITING A BUSINESS PLAN LIKE A PROFESSIONAL helps entrepreneurs, business owners and leaders to simply create high-quality business plans. The author addresses several key questions and concerns that leaders often encounter: How to format a business plan? What sections to include? What type of funding to look for? What are the required supporting documents?The book has examples and templates to get you started quickly and produce a first draft for your business in just a few hours. With 11 unique steps, the book guides the reader step by step to create a powerful and compelling business plan.What will you get out of this book?*Help for business owners and leaders to understand the major aspects of creating successful business plans.*To highlight and demonstrate how to present important information about your company concisely and creatively to attract funding.*To demonstrate how to include and use your business's information to get a superior business plan for your team, prospective investors, lenders, and partners. *To give full recognition to the problems of writing a business plan and how these problems might be dealt with.*An understanding of what is regarded as essential information to include in a business plan.Who is this for?*Entrepreneurs, business owners and leaders who may need funding or partners for their business.*Anyone who wants to write a perfect business plan.*Business owners who want to create a business plan that will motivate their teams.*Helping you plan for the growth of your businessThe essential guide to writing a business plan like a professional is a powerful tool that will help readers to focus on what is crucial and what is going to make a difference for your business. Learn how to write an engaging business description, market analysis and demand estimation, company's structure and management, and much more. These guidelines will help your business plan stand out, helping your business achieve its goals.Can you afford not to secure the help you need to fulfil your business ambitions?
Download or read book ABA Journal written by and published by . This book was released on 1982-09 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: The ABA Journal serves the legal profession. Qualified recipients are lawyers and judges, law students, law librarians and associate members of the American Bar Association.
Author : Nick Niemann
Publisher : Briefback Business Institute
ISBN 13 : 9780979619571
Total Pages : 308 pages
Book Rating : 4.6/5 (195 download)
Download or read book The Next Move for Business Owners written by Nick Niemann and published by Briefback Business Institute. This book was released on 2009-05 with total page 308 pages. Available in PDF, EPUB and Kindle. Book excerpt: The Next Move for Business Owners provides the strategies which will help you successfully chart a game plan for your transition and eventual exit from your business. It presents a proactive plan for your transition and exit. It also addresses contingencies for early death, disability, departure, divorce or burnout. The objective is to maximize your net value, minimize taxes, maintain your control of the process, and help assure your personal, financial and legacy objectives are met. The Next Move for Business Owners provides a comprehensive plan that will help you accomplish your mission to successfully transition and exit (and sell or pass on) your privately held business on your timetable and on your terms.
