Lunch & Learn Series
The Subject:
Monetizing Your Business: Income AND Equity
The financial success of a typical closely held business supports the owner and family as well as the employees, suppliers, customers, community, and charities. With so much at stake, ensuring the survival, growth, and profitable continuity of the business is paramount for any business owner who cares about the perpetuation of his or her dream.
From wonder years to blunder years and beyond, the life cycle of a business is challenged to reinvent its relevance if it will survive for generations to come. That means thriving (not just surviving) through each stage requires an objective look at what you are doing - or failing to do - to build a successful enterprise. This seminar will present some of the essential building blocks and stumbling blocks to the continuation of the financial engine of a business.
Topics to be covered include:
- The development cycle of a business
- Exposed! 5 myths most business owners believe and why they don’t help
- Common shortfalls in closely held businesses and how to fix them
The Experts:
Porter Alexander is an innovative thinker and problem solver with over a decade of experience in the financial services industry. As a principal and advisor with ATW, LLC, Porter primarily serves small business owners’ needs through personal financial planning, investments, insurance, and especially qualified retirement plans. Porter is passionate about building long-term relationships with his clients, and it shows. He has the intelligence and foresight to listen to his clients, cut through the clutter, and pull out the right tools to help them succeed. Before entering the financial services field, Porter grew up in his family’s construction business and has a passion for and experience in dealing with the opportunities and challenges of being the next generation within a family-owned business. Porter is a member of Certified Financial Planner (CFP) Board and Accredited Investment Fiduciary (AIF).
Charles (Chuck) Farmer is a senior-level financial expert in the areas of business continuation planning, income and estate planning. Chuck brings over 22 years of financial planning and strategy experience to ATW. Prior to joining the ATW team, Chuck founded and served as President of Alliance Financial and worked for other financial institutions, such as Branch Banking and Trust Co (BB&T), First Tennessee Bank Insurance Services, and Mass Mutual. Farmer is proficient in all aspects of financial planning with a special emphasis in business and estate planning, which specifically qualifies him to help business owners in solving their unique financial issues. He also has experience in modern portfolio theory, and broad based knowledge in insurance, investment, annuity, trust, and traditional banking credit and deposit products.
Lunch provided.
Your order will be taken at the event. These are your menu options:
Lasagna & Salad
Chicken Alfredo & Salad
Chicken Caesar Salad
Note: The Legacy Centre's Lunch & Learn Series is a monthly/bi-monthly educational workshop in a small group setting that gives owners and key employees the freedom to ask questions and seek specialized training from experts on professional topics pertinent to their business success.
When
Tue Sep 24, 2013
11:30 a.m. - 1:00 p.m.
Where
Naples Italian Restaurant
5500 Kingston Pike
Knoxville, TN 37919