Join us for an engaging discussion with Michael Valdez, a Certified Succession Planner™, ISPA member, and co-founder of the Business Transition Council, as he shares his expertise on mastering business transition strategies.
Designed for advisors, this session provides practical advice on leading and facilitating succession strategies, overcoming common roadblocks, and ensuring smooth ownership transitions that fulfill clients' goals.
Attendees will have the opportunity to interact with Michael, ask questions, and receive valuable insights from an industry expert. Don’t miss this chance to advance your skills and knowledge—secure your spot today!
WHAT YOU'LL LEARN:
Effective Transition Planning: Learn how to develop comprehensive business transition plans that address all critical aspects of ownership change.
Overcoming Challenges: Understand the common obstacles in succession planning and how to effectively navigate them.
Best Practices: Discover proven strategies for ensuring a smooth and efficient leadership transition.
Family Dynamics: Gain insights into managing family dynamics and governance issues that impact business transitions.
Financial and Legal Considerations: Learn about the key financial and legal elements that need to be addressed in succession planning.
Interactive Q&A: Engage with Michael Valdez and get answers to your specific questions and concerns.
This webinar is ideal for financial planners, wealth managers, CPAs, attorneys, business coaches, and advisors dedicated to helping business owners transition their businesses successfully. Enhance your advisory skills with expert guidance and real-world examples. Secure your spot today and take the first step towards mastering business transitions!
CO-HOSTS
Kendall Rawls is the Director of Development for ISPA who knows and understands the challenges that impact the success of an entrepreneurial owned business. Her unique perspective comes not only from her educational background but, more importantly, from her experience as a second-generation family member employee of The Rawls Group - Business Succession Planners.
Michael Valdez is the President and co-founder of the Business Transition Council of Tampa. With a career starting in 1983, Michael brings decades of experience in family business succession planning. He has witnessed firsthand the challenges businesses face during transitions. Through the Business Transition Council, Michael provides advisors and business owners with the tools and frameworks needed to navigate the complexities of succession planning effectively.
Joe Girard is a sales performance coach and consultant from Victoria, British Columbia Canada. His mission is to rid the world of "salesy weirdos" and help people sell like humans. Joe has worked in sales for 25 years, from being a sales rep to manager and trainer to now helping coach and train companies around the world. He believes that it's not what he puts into people, but rather what he can pull out of them to find their unique opportunities. His understanding of the sales mentality coupled with complex strategic thinking allows Joe to find creative ways to solve challenges and make them fun.
HOW DO YOU BECOME THE
TRUSTED ADVISOR?
It's not enough just to understand your client's business and help them solve the problems they bring to you. You must dive deep into the challenges they don't see and provide insights on opportunities.
Dive into the world of strategic goal setting and smart planning, where the insights and techniques you pick up empower you to navigate your clients through the intricacies of business planning confidently and precisely.
This newfound mastery in tackling common challenges and prioritizing tasks not only boosts your advisory prowess but also cements your status as a reliable beacon of guidance and insight in the business realm.
Live Webinar Session has ended now.
