July 18th, 202411:30 a.m. Central
July 18th, 2024 | 11:30 a.m. Central
Virtual
Maximizing Your Business Succession Plan: Profit to Valuation to Wealth
If you’re thinking about selling your company or are preparing for retirement, you’re not alone. More than 50% of privately-owned businesses are expected to change hands over the next decade. But entrepreneurs in this situation need to have a plan to optimize the value of their life’s work.
Buckingham Business Solutions™ is designed to help you do just that.
In this session, our team shares how our extensive offerings can position you for success. They explore how to:
- Understand the value of your company
- Enhance the worth of your business
- Create a succession or exit plan that meets your unique goals and situation
Thank you for the interest in our recent virtual event!
To view the recording, please visit the resources page of our website. The replays are generally available around a week following the live presentation.
ResourcesFeatured Speakers
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Chuck works in tandem with the firm’s advisory teams to help business owner clients understand and enhance the value of their companies. He also consults with clients to help them design a plan for properly transitioning from their business, based on their specific financial life goals and when the time is right.
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Clients can count on Pat to provide clarity, confidence and being a catalyst to get things done. His straightforward approach, coupled with a data-driven planning process and investment philosophy, allows him to coach clients through good and bad markets to make sure they have actionable strategies to reach their goals.
Other Upcoming Events
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July 20th, 2023 | 11:30 a.m. Central
Virtual
Preventing Identify Theft: How to Defend Your Finances
As so much of our personal information is available digitally, the threat of identity theft is present in almost all facets of our lives, and the need to take the proper precautions is crucial when it comes to our finances. Once your personal data is compromised, the emotional and financial hardships that result may take several months or years to correct. In this interactive webinar, join Buckingham’s Chief Planning Officer, Jeffrey Levine, who will share insights on what to consider when protecting yourself financially from identity theft.
You’ll learn strategies to fend off common identity theft tactics, including:- Establishing credit in your name
- Filing a fraudulent tax return on your behalf
- Compromising your online accounts
- Engaging in other malicious activities
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January 30th, 2025 | 11:30 a.m. Central
Virtual
Tax Planning Strategies for 2025
Whether it’s income, investments, retirement savings, or estate planning, taxes affect nearly every aspect of your financial life. Strategic tax planning can help reduce liabilities and improve your overall financial position.
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February 27th, 2025 | 11:30 a.m. Central
Virtual
Social Security Benefits: 5 Things Married Couples Should Know
While Social Security benefits are an important source of income for many couples, the rules surrounding them can be incredibly complex.