Business Owner Program - Greene Consulting Specialized Programs

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Specialize and Grow Your
Advisory Practice
with Business Owners

95% of American Businesses are Family-Owned

72% have NO Succession Plan

Take Advantage of the Opportunity!

Differentiate Your Practice with Specialized
Expertise

Silver Package
Technical Expertise

$ 45 / m o.*

    + 5 Technical Expertise
    courses

    1 Application Engagement
    course

    Suite of Execution Tools

    Pay Annually and SAVE $40  –
     CLICK HERE

    *With 12-month commitment

Purchase

Gold Package
Application Engagement

$ 65 / m o.*

    + 5 Technical Expertise
    courses

    + 1 Application Engagement     course

    Suite of Execution Tools

    Pay Annually and SAVE $40 –
   CLICK HERE

   *With 12-month commitment

Purchase

Platinum Package
Execution Tools

$ 75 / m o.*

   + 5 Technical Expertise
  courses

    + 1 Application Engagement     course

+ Suite of Execution Tools

    Pay Annually and SAVE $40 –
    CLICK HERE

   *With 12-month commitment

Purchase

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

Curriculum Details

The curriculum consists of online modules available 24/7

Technical Expertise

Business Valuation

Key topics include:
- WHY business valuations are needed by businesses on a regular basis
- WHO is properly equipped to perform the process of business valuation
WHAT METHODS are used to calculate or determine business values:
▪ The Asset-Based Approach
▪ The Income Approach
▪ The Market Approach
▪ Hybrid Formulas
WHAT FACTORS influence the valuation of a business:
▪ IRS Business Valuation Guidelines
▪ Adjustments to Asset-Based and Income Approach Calculations
▪ Discounts to Business Value
Continuing Education Credits
- CFP 1.0 hour

Business Continuation Planning

Key topics include:
- The types of risks that threaten business continuity
- The Business Continuation Plan
- Types of Buy-Sell Agreements
- Key elements of Buy-Sell Agreements
- Methods for identifying the transaction price in a Buy-Sell Agreement
- Funding strategies for the Business Continuation Plan
- Specific strategies for planning for The Four D’s
Continuing Education Credits
- CFP 1.0 hour

Business Succession Planning

Key topics include:
- Identification and grooming of successors
- How different business structures impact the available succession options
- The primary succession concerns of the business owner
- The options available for transferring a business interest and considerations for each
- Specific transfer techniques, which include:
  - Buy-Sell Agreements
  - Installment Sales and Self-Cancelling Installment Notes
  - Private Annuities
  - Stock and Asset Sales
  - Bargain Sales
  - Family Limited Partnerships
  - Recapitalizations
  - Grantor-Retained Annuity Trusts
  - Intentionally Defective Grantor Trusts
  - Tax-Free Exchanges
  - Leveraged Buyouts
  - Use of Employee Stock Ownership Plans
  - Use of Stock Bonus Plans
  - Public Sales
- Planning for retirement income
- Estate considerations associated with various transfer techniques
Continuing Education Credits
- CFP 1.5 hours

Executive Compensation Strategies for Closely Held Business Owners

Key topics include:
- Qualified Retirement Plans
- Nonqualified Deferred Compensation Plan
- Income Tax Minimization
Key plans include:
- Personal Defined Benefit Plans
- Fully Insured Defined Benefit Plans
- Cash Balance Plans
- Personal 401(k) Plans
- Profit Sharing Plans
- Employee Stock Ownership Plans
- More Money to the Owner – Cross-Tested and Age-Weighted Plans
- Nonqualified Deferred Compensation
Each plan structured by:
- Definition – What is it?
- Application – Which clients would benefit from the plan?
- How does the plan work?
- Tax implication summary
- Advantages and disadvantages of the plan
Continuing Education Credits
- CFP Hours: 1.5

Miscellaneous Employee Benefit Plans and Fringe Benefits

Application Engagement

The Business Owner Conversation

Execution Tools

Referral Partner Presentation

Internal Communication Templates

The Internal Communication templates are designed to help advisors communicate directly with referral partners.
Templates can be used to consistently communicate success stories internally to referral partners on specific deals where you have delivered unique value to clients.
Templates are designed to address not only the key elements of the success story, but also provide a structure for communicating to the referral partners how to identify and engage their clients.

Lead Development Seminar

5.0 Hours of CFP® Continuing Education

You can complete the program at your own pace with unlimited access to all content.

Engaging Content

Through a blend of videos, interactive experiences and practical exercises, the program will not only keep you engaged, but will also show you how to apply the key skills into your advisory practice.

Industry-Leading Author

Greene Consulting is a leader in professional development for advisors in the asset management and wealth management industry. Since 1979, Greene Consulting has provided the most robust professional development for advisors of any firm in the industry – including a library of over 135 online courses, designation programs and certificate programs, as well as countless programs delivered to the leading financial services organizations in the industry.

Other Specialized & Certificate Programs available:

Interested for Your Team of Advisors?

Get started today to change the advisory conversation with business owners.
Corporate and volume discounts available.

Specialize and Grow Your Advisory Practice with Business Owners

Silver Package Technical Expertise

Gold Package Application Engagement

Platinum Package Execution Tools

Interested for Your Team of Advisors?

Technical Expertise

Application Engagement

Execution Tools

Interested for Your Team of Advisors?

Specialize and Grow Your
Advisory Practice
with Business Owners

Silver Package
Technical Expertise

Gold Package
Application Engagement

Platinum Package
Execution Tools