October 15th, 202411:30 a.m. Central
October 15th, 2024 | 11:30 a.m. Central
Virtual
Maximizing Your Business Succession Plan: Profit to Valuation to Wealth
If you’re thinking about selling your company or are preparing for retirement, you’re not alone. More than 50% of privately-owned businesses are expected to change hands over the next decade. But entrepreneurs in this situation need to have a plan to optimize the value of their life’s work.
Buckingham Business Solutions™ is designed to help you do just that.
In this session, our team shares how our extensive offerings can position you for success. They explore how to:
- Understand the value of your company
- Enhance the worth of your business
- Create a succession or exit plan that meets your unique goals and situation
Register Now
Featured Speakers
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Pat’s passion for this profession comes from the opportunity to empower clients to make their own informed financial decisions. His clients can count on him to be a true fiduciary: providing clarity and confidence and being a catalyst to get things done. This straightforward approach, coupled with an evidence-driven planning process and investment philosophy, allows Pat to coach clients through good markets and bad to make sure they have actionable strategies to reach their goals.
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As Buckingham’s Director of Business Solutions, Charles “Chuck” Laverty works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their businesses. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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October 30th, 2024 | 11:30 a.m. Central
Virtual
Should You Name a Trust as Your IRA Beneficiary?
Business owners, are you sure you’re in compliance with the Corporate Transparency Act? In January, penalties will begin if you haven’t filed an initial report with your ownership details.
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November 12th, 2024 | 2:00 p.m. Central
Virtual
Connects Quarterly Webinar: Q4 2024
Join our panel of industry thought leaders who will share their perspectives on market performance, review the latest financial planning developments and discuss the investment outlook. Find out what it all means for your financial plan.