Seminars & Events

Business Exit Strategy Seminar | West Palm Beach, FL | February 8, 2013

Material updated for 2013! Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting program will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.

Learn from Seasoned Professionals how to:

• Structure your business for a Successful Exit…

• Continue to Grow and Maintain Normal Business Operations…

• Pre-transaction Wealth Planning in an Uncertain World…

• Deal with Confidentiality Issues….

• Receive Maximum Post Tax Value for your Business…

• Know the Types of Buyers and their Value Drivers…

• How to Sell or Transfer to Family/Key Employees…

• Avoid Tax and Legal Pitfalls in the Process…

Sponsored By: B2BCFO

Speakers:

Chris Curtin, Bankers Advocate

Terry Eve, B2BCFO

Date: October 19, 2012     Location: TBA   Time: 8:30am - 11:30 am

Past Seminars

Business Exit Strategy Seminar | Melbourne, FL | May 16, 2012

Material updated for 2012! Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting program will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.

Learn from Seasoned Professionals how to:

• Structure your business for a Successful Exit…

• Continue to Grow and Maintain Normal Business Operations…

• Pre-transaction Wealth Planning in an Uncertain World…

• Deal with Confidentiality Issues….

• Receive Maximum Post Tax Value for your Business…

• Know the Types of Buyers and their Value Drivers…

• How to Sell or Transfer to Family/Key Employees…

• Avoid Tax and Legal Pitfalls in the Process…

Speakers:

Barbara Oswalt, Carr, Riggs, & Ingram                   www.cricpa.com

Chris Curtin, Bankers Advocate                              www.bankersadv.com

John Kancilia, GrayRobinson, P.A.                           www.gray-robinson.com

Location:

Melbourne Chamber of Commerce
1005 East Strawbridge Avenue
Melbourne, FL 32901

Summer Bankers Advocate Networking Event July 11th

This event is to raise awareness (and money) for a good cause and to meet with fellow bankers, accountants, attorneys, wealth advisors, consultants and others. There is no cost but a small $15 donation at the door is recommended.

Date: July 11th, 2012

Time: 5:30pm-7pm

Location: Studio E Gallery

4600 PGA Blvd Suite 101

Palm Beach Gardens, FL 33418

Sponsor: Terry Eve, B2CFO

Charity: Global Refuge is an international relief organization that provides an emergency medical lifeline to innocent victims of war, infectious disease, and disaster.

Sponsors: BusinessCash.com and Bankers Advocate

Angel Forum Florida | Aug 14th Dinner

Angel Forum Florida

August 14, 2012

5:30PM - 8:30PM

 

561-247-3017

Abacoa Golf Club

105 Barbados Drive

Jupiter, FL 33458

 

Company Presenters

How to Sell to the Government

As a business owner, it is difficult to grow top line sales. However, selling to government entities is a great way to grow and diversify your sales. Presented by a top expert, this 2-hour seminar packed with hard-hitting information will introduce you to:

  • How to find contracts to bid on
  • How to submit a winning bid
  • How to fund the contract
  • How to meet financial requirements
  • Pitfalls to watch out for

Date: September 28, 2012   Time: 8:30-10:30am

Location: Marriott Cypress Creek • 6650 North Andrews Ave

Ft Lauderdale, FL 33309 • 954-771-0440

To register for the seminar please visit www.ParagonFinancial.net or call 800-897-5431.

Speaker: Dr. Bill Hunter

Dr. Hunter had over 25 years of experience within the military-industrial-legislative complex. He retired from the Government at the highest civilian level: Senior Executive Service. He was a Director for 10 years at the Executive Office of the President - Office of Management and Budget and was appointed to work with Vice-President Dan Quayle as a White House Fellow. He also served as Associate Administrator at the office of Federal Procurement Policy; Director, White House’s Federal Acquisition Institute; Advisor to the Deputy Under Secretary of Defense.

Dr. Hunter has developed and implemented major federal procurement policy for many years. He is a widely respected authority in the areas of medical care services and government contracting.

Sponsored by:

Paragon Financial specializes in Government Factoring, Purchase Order Financing and Vendor Guarantees. To register for the seminar please visit www.ParagonFinancial.net or call 800-897-5431.