Useful podcast for
CFA credits– Crosbie on Succession with Colin W. Walker and Richard Betsalel.
The largest percentage of an
entrepreneur’s wealth is often concentrated in his or her business. Help
clients identify opportunities for the partial or complete monetization or sale
of their business. Gain the advantage of differentiating yourself in the eye of
the client from other money managers by getting involved early in the
succession planning process.
In this webcast presentation, the speakers discuss:
What is the market size in Canada for the number of entrepreneurs with viable businesses?
In this webcast presentation, the speakers discuss:
What is the market size in Canada for the number of entrepreneurs with viable businesses?
- Identifying
the primary ways to monetize or dispose of part or all of a business,
including: sell to a third party, pass to the next generation, or sell to
management
- Strategies
to be used when meeting with clients in order to obtain the relevant facts
- What
are the valuation parameters for private businesses? How an estate freeze,
trusts, and life insurance may be utilized during the succession planning?
Credits · About
the CE Program
0.5 CE (including 0 SER)
Director, Crosbie
416 362 1709
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