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Upcoming Seminars

Exit/Transition Planning at Highland Financial Group, Nov 10th - private

Our consulting arm of our business is ROCG is an international firm specializing in strategy, finance and operations for privately owned family businesses. We took 2 years to come up with a proprietary process for business transition broken down into 3 stages: planning, execution and transaction management.

On November 10th, Terry Shepherd will address the key actions necessary to maximize the value of an owner's business - whether the plan is to sell or transition to management/family over time. Maximizing the opportunity when they exit/transition the business and ensuring the company remains sustainable through the transition takes planning.

In this seminar, advisors will learn about:

* The importance of planning for what life after work will be like?

* Evaluating resources - do clients have what is needed to walk out the front door in an orderly, planned fashion, or will they end up going out feet first?

* Current economic trends, how they are affecting the investment markets and how clients might take advantage of those trends.

* Coordinating the business exit planning to include pre and post tax wealth management.

Most business owners have a lot to learn about managing the transition from ownership to a sale, or to retirement successfully. The skills used to build your business are completely different than the ones needed to manage a successful exit and manage the client's wealth. In this seminar we'll review the steps needed to begin to formulate a long term plan, driven by personal goals and objectives.


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