EVENTS: Speaking Tour (Distinguished Advisor Workshops)
Coming to a city near you! Join us for the Distinguished Advisor Workshops in Vancouver (May 29th), Edmonton (May 30th), Calgary (May 31st), Winnipeg (June 1st), Toronto (June 5th), and Ottawa (June 6th).
Looking forward to sharing thoughts in the following important areas:
NEXT GENERATION CONTINUITY PLANNING
In this session, you will learn how to prepare your clients who are transitioning their businesses to the next generation of leaders and/or preparing their business for sale. Tax and financial advisors can be of significant help by guiding clients in the direction of formal business continuity planning
Learn how to address key issues your clients should be considering, including:
The transaction “knowledge gap”;
The opportunity to apply innovation to business continuity planning;
How to approach strategic business planning, and the succession transaction itself; and
How to address financial partner considerations.
Things to consider in finalizing the transaction.
The continuity of these companies could depend on your help: and, it’s your opportunity to differentiate your services from others.
BUILDING BUSINESS CONTINUITY PLANS
Every business needs a formal plan throughout its lifecycle, for focused decision making, as well as in preparation for its exit and/or transition. This session will discuss the sound guidelines that business owners should use to develop such a plan and other value building considerations, including:
Guidelines for developing a well written business continuity plan;
Identifying and articulating your market opportunity;
The relationship between the business model, strategy, and plan;
Key planning components, including products/services, marketing strategy, and operations, and Management;
Guidelines for preparing a financial forecast for three to five years; and
An introduction to the Executive Business Builder Designation Program
Details and registration are located here.
As the lead instructor and author of four certificate courses in the Knowledge Bureau’s Master Financial Advisor (MFA) Designation Program in succession and business planning, and certificate courses in the new Executive Business Builder Designation Program, I look forward to delivering these sessions. See you on the road!
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