Chris Larmer Sequoia Business Brokers

Brent Cunningham Sequoia Business Brokers

Selling your business is a once-in-a-lifetime opportunity

Selling your business is a once-in-a-lifetime opportunity to significantly increase the return you will receive for the lifelong investment you have made in building your company. To capitalize on the opportunity those in the know recommend using a business broker to leverage the value in your business. Through a series of examples and situations, this session describes the "why" and "how" the right business broker can maximize the seller's value received.

Presentation Highlights

• What are the pitfalls of negotiating the sale of your business
• What kinds of events can derail a transaction
• What is the process for selling a business
• How long will it it take to sell my business
• How much is my business worth
• What are the benefits of using a broker
• What problems will a broker overcome
• Advice on choosing a business broker

January 2012

Pension Plans: To Commute Or Not To Commute
Most pension plans offer an upfront payout leaving you in control of managing the assets. Some plans offer lifetime guarantees on income of up to 9% while others only offer 4.5%. Which one does yours fall into? It takes less than 15 minutes to do the math.

Speakers:
Cindy David, CFP, CLU, Vice President, Estate Planning Division, Dupuis Langen Financial
Iwona Nicastri, CFP, Financial Advisor, Dupuis Langen Financial

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February 2012

Unlucky Years to Retire
You can't control those years so how do you mitigate the risk? You are more vulnerable to losses if you are within 1 year of retiring. This is often referred to as the 'unlucky' years to retire; the years when the market is in negative territory.

Speaker:
Phil Kuzyk, FCSI, CIM, Portfolio Manager, Lionsgate Financial

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