Avatar

Michael Carter: How To Grow Your Firm’s Revenue Using Business Valuations - FREE REGISTRATION - Limited to the first 1000 registrants.



Watch Now!
Recording and Slides are Available Here


Helping business owner clients get an accurate measure of what their business is worth can open a variety of planning opportunities for practitioners. Whether you're an attorney, an accountant, a trust officer or a financial planner, you can grow your firm’s revenues by taking advantage of the innovative valuation software tools that are available in the market today.

Join Michael Carter, CEO of BizEquity, and the inventor of the market-leading online valuation service, in his FREE LISI webinar on August 15th @ 3pm EDT where he will review some of the exciting developments in the space, one of the most important of which is the “democratization” of business valuation planning. Michael will demonstrate how CPAs, attorneys, trust officers, financial planners and life insurance agents can quickly find and engage new clients, differentiate themselves in the competitive financial services industry and provide added value.

After watching Michael’s webinar, you will learn how to:

• Prospect Smarter by using BizEquity’s geolocation prospecting service to find over 33 million businesses and their value;

• Demonstrate to clients why knowing the true value of their business is critical to proper business planning and achieving their personal goals;

• Create a snapshot of potential insurance coverage, based on real-time valuation metrics that can serve as a guide during the needs assessment phase;

• Harness an Al-enabled lead generation system to help your firm become a destination for private business owners seeking to learn what their business is worth and meet with financial professionals that can best serve their needs;

• Monitor your clients business value, comparative analysis of income, cash flow, assets, plus other metrics and critical success factors;

• Manage your commercial lending pipeline with real business owner prospects;

• Enhance Your Practice and Credibility with BizEquity's extensive library of advisor resources;

• Add Value by consistently delivering new reports and information to your business owner clients;

• Become a Certified Business Valuation Specialist™ using the only 100% online course that leads learners through a comprehensive learning path on financial principles and business methods.

To register for this important webinar, simply click this link: register me



There will be no CE for this webinar


For those who have a conflict with the date/time, The session will be recorded. Simply register and you will have unlimited access to the recording.

Although they are scheduled for a particular time and date - once purchased - they can be viewed at ANY TIME!.



This is a FREE Webinar LIMITED to the first 1000 registrants CLICK THIS LINK TO REGISTER - FREE
After you register you will be sent a link with the registration information. If you have any questions, please contact webinaradmin@leimbergservices.com

Michael M. Carter is the founder and CEO of BizEquity and the inventor of the market-leading online valuation service that is helping the small business economy. Mike has been called one of the top 100 Financial Technology leaders globally by Hot Topics Media in London, and BizEquity was recently recognized as one of the top 360 companies in the United States by Entrepreneur Media. Prior to founding BizEquity, Mike was Managing Director of The Musser Group where he worked with legendary investor Warren V. 'Pete' Musser to invest in small businesses. Mike was one of the youngest executive officers ever of a billion-dollar public traded Internet Professional Services Company; founded the first dashboard software company called Dashboard Systems; and was one of the first to invent the 'virtual data warehousing' technology used in most Big Data applications today. He began his career at Cambridge Technology Partners in management consulting.


Avatar

Steve Oshins

October 16, 2019 3:00 PM EDT - 4:30 PM EDT ET

The Spousal Lifetime Access Trust: A Gifting and Creditor Protection Technique - A Special Re-Broadcast

More Info
Avatar Avatar Avatar

Howard Zaritsky, Marty Shenkman, Sandy Glazier

October 16, 2019 1:00 PM EDT - 2:30 PM ET

Defensive Practices Because Nothing Is Safe: How Practitioners in All Fields Can Be Safer and Reduce Malpractice Risks - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

October 17, 2019 1:00 PM EDT - 2:30 PM ET

The Efficacy and Application of 30 Common Trusts - A Special Re-Broadcast

More Info
Avatar

Paul Hood

October 17, 2019 3:00 PM EDT 4:30 PM ET

Swap Power Clause Analysis. Out of the Hood: Analysis with an Attitude: Episode 2

More Info
Avatar

Steve Oshins

October 18, 2019 12:00 PM EDT - 1:30 PM

The Dual Hybrid DAPT: More Flexibility when Both Spouses Want Protection from Creditors - A Special Re-Broadcast

More Info
Avatar Avatar

Alan Gassman and Ken Crotty

October 18, 2019 3:00 PM EDT - 4:30 PM

Estate Tax Planning with Family Entities After Powell and Strangi - A Special Re-Broadcast

More Info
Avatar

Steven M. Hogan

October 24, 2019 3:00 PM EDT - 4:00 PM EDT

Life After Wayfair: Multi-State Tax Problems for Everyone

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

October 25, 2019 1:00 PM EDT - 2:30 PM ET

Life Insurance and S Corporations: Know the Rules

More Info
Avatar Avatar

Alan Gassman and William Prescott

October 31, 2019 1:00 PM EDT 2:30 PM ET ET

Dentists Are Different

More Info
Avatar

Steve Gorin

October 31, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #4: Basis Step-Up Strategies for Equipment and Real Estate

More Info
Avatar Avatar

Alan Gassman and John Beck

November 1, 2019 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Charitable Planning for Estate and Tax Professionals after TRA 2017 - With Recent Developments

More Info
Avatar

Joe Elsasser

November 7, 2019 3:00 PM 4:30 PM EDT ET

10 Weird Social Security Rules/Practices

More Info
Avatar Avatar

Alan Gassman and Brandon Ketron

November 8, 2019 3:00 PM EDT - 4:30 PM EDT ET

Creative Trust Planning to Save Taxes Under Section 199A And Otherwise

More Info
Avatar

Steve Oshins

November 15, 2019 12:00 PM EDT - 1:30 PM ET

The Private Decanting: A Do-Over Trust While Maintaining Privacy From Your Family

More Info
Avatar Avatar

Alan Gassman and Christopher J. Denicolo

November 20, 2019 3:00 PM EDT - 4:30 PM EDT ET

Estate and Trust Planning with S Corporations After TRA 2017 - And Recent Developments

More Info
Avatar Avatar Avatar

Alan Gassman and Kenneth J. Crotty and Christopher J. Denicolo

November 21, 2019 3:00 PM EDT - 4:30 PM EDT ET

Dynamic Planning with Irrevocable Trusts After TRA 2017

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

November 22, 2019 1:00 PM EDT - 2:30 PM ET ET

Legal Structure and Issues

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode One of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar

Alan Gassman

November 22, 2019 3:00 PM EDT 4:30 PM ET ET

Planning With APT's After Resnin and Cleopatra, and Other Planning Opportunities and Developments--Let My Assets Go!

More Info
Avatar

Steve Gorin

December 5, 2019 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #5: Tricks and Traps for Trusts Holding Pass-Through Entities

More Info
Avatar Avatar

Bob Keebler and Michael Geeraerts

December 6, 2019 1:00 PM EDT - 2:30 PM ET ET

Tax Differences Between Entities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Two of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of Two

More Info
Avatar

Bob Keebler and Michael Geeraerts

December 19, 2019 1:00 PM EDT - 2:30 PM ET ET

Insurance Applications and Sales Opportunities

Understanding the Business Market and Sales Opportunities for Insurance Agents and Financial Planners – Episode Three of A Three Part Series

Limited Time Discount Link!
Click here for the Complete 3 Part Series for the Price of 2 Two

More Info
Avatar

Steve Gorin

January 09, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #6: Planning for a Trust Selling an Interest in a Pass-Through Entity

More Info
Avatar

Steve Gorin

February 07, 2020 3:00 PM EDT - 4:30 PM ET

Steve Gorin’s "Business Structuring Series" : Class #7: Life Insurance in Buy-Sell Agreements

More Info