Building and Protecting Your Business Worth

Rich Pavano, CPA, owner of SKP Advisors, has helped hundreds of small and medium sized businesses focus on their financial futures.
We discuss many of the strategies that have helped SKP Advisors to be the place to go as tax advisors and accountant professionals.
Rich is extremely passionate about what he does, and it shows in the way he works with his team and clients. A professional in every sense.

Phone 203- 933 -1679
[email protected]
https://skpadvisors.com/services/
47 Middletown Ave
North Haven, Ct 06473

The Question! How Will You Build Wealth Through Your Business?

This is a question that very few business owners actually ask themselves when they buy or start a business. But it’s a critical question and it certainly can change as time goes on as the business changes, but it does create a focus for the business owner as to how they will build their wealth.

Business owners don’t enter the entrepreneurial world to have a place to go, a position, and a salary. They become entrepreneurs for the purpose of building wealth for the future. It’s a legitimate question to ask.

Today. I’m gonna cover the two ways of creating wealth with an option of a third way.

Thomas J. Perrone, CLU, CIC

New England Consulting Group of Guilford, Inc.

203 530 6615

[email protected]

The Elephant In The Room

The Four Major Causes Of A Business Failure!

Tom discusses the four major causes of a business failure and the fact that many business owners, large and small don’t spend time planning for.

[email protected]
TOMS BLOG: www.yourbusinessworth.com
CELL: 203 530 6615

Creative Non-Traditional Planning To Help Lower Taxes and Increase Net Worth!
David Taylor of Taylor Foley Law firm shared with us some of his untique planning strategies to help business owners lessen their tax exposure will increasing their net worth.
David’s firm is not the traditional law firm, when approaching tax planning. His planning strategies are holistic and deep. His goal is to maximize the yield by reducing the transactional costs and taxes. By doing this the companies value will increase the future multiples.

David’s expression is “We are aggressive in result but conservative in approach”.

The firm's Annual and Capital Tax Mitigation service reviews with clients on an ongoing basis to stay ahead of the tax issues. He also discusses his Annual Tax Mitigation system which is a planning system throughout the calendar year with the advisors of the firms he works with. This is a collaborative effort, and one that puts the client in a better tax position than in the past.

Listen as David discusses the many differences in his practice and how he uses his creativity to help in the tax planning area, and the planning area in general.

David Glenn Taylor, LL.M.

Taylor Foley LLC

171 Chruch St- Suite 330

Charleston, South Carolina 29401

(P)843-723-2000 (f) 843-723-2013

[email protected]

Www.taylorfoleylaw.com

“Unlocking Your Business Wealth?

Brian is a specialist in business growth. He is extremely passionate about helping business owners build wealth in their business so they can become financially independent in the future and enjoy the lifestyle financial freedom brings.

Many business owners run their business with the focus on personal income, and the freedom of time.
However, the business can also be a valuable financial asset worth much more than the salary being earned. Business wealth is an asset that can create financial independence for the business owner.

Many business owners also put too much wealth in their business and when they wish to use this equity find it difficult to get out, or extremely expensive to get out. In many cases, it can be lost due to the market and elements of the business environment.

In this book, Brian discusses the building of business wealth and the opportunities it creates. Each chapter is a steppingstone to create business wealth.

A great short read, and necessary if you are an entrepreneur.

Brian discusses parts of the book, how it will help you grow your business and help you to avoid the traps that you may experience in your business life.

To Contact Brian:
860) 303-8929 mobile

Email Brian: [email protected] to schedule a complimentary consultation to discuss your results and lay the foundation for your future success. Remember, the first step is often the hardest, but it's the only way to reach the top.

Resources & Social Media Business Growth and Exit Newsletter
https://www.linkedin.com/newsletters/7043985330160459776/
Value Builder
https://valuebuilder.com/

Mindshop
https://web.mindshop.com/
Order your book:
Amazon

Building Your Business On Relationships And Intuition!

That is what Nicole Daniels does so well.  She is bright, intuitive, coachable, and is wired to connect with people and build chemistry.  She is very unique and has great wisdom.  

Listen to this creative entrepreneur of how she is building her business block by block.  Its easy to feel the passion Nicole has in helping her clients.  

Nicole discusses how she has been building her business, ”Central  Health  Uniform”.  She has a message, and everyone learns from Nicole.  

201 Thomaston Ave

Waterbury, CT 06702

203-572-5495 from 9:30 am to 7:00 pm EST.

 https://centralhealthuniform.com/pages/contact-us

https://centralhealthuniform.com/

HIS CUSTOMERS COME FIRST AND IT SHOWS

“There is a joy in telling a story. All eyes are upon you. The audience hangs on to your every word and your delivery.  You feed off their energy.  It is our nature. We want to imagine and dream together.”

— JOHN DICKSON, PRESIDENT, FRONTLINE PRODUCTIONS

Frontline Productions creates video content to drive businesses forward. John believes if you have a story, it deserves to be told. 

John is the ultimate entrepreneur with passion and an attitude of lifelong learning that has helped him build a great business and business culture. 

John shares with us some of his anchor attitudes about running a great business, helping employees grow and prosper.  You will learn very quickly how John’s attitude of “the customer is the most important element in his business,” has created great business relationships.  

Enjoy this quintessential small business owner and learn how and why he has built a great business. 

http://[email protected]/

John Dickson

860 619 2774

 www.thefrontline.com 

Frontline Productions
107 Oakwood Drive
Glastonbury, CT 06033
860 657 8100

Her Passion Helps Seniors Live with Quality

Kathy Moniello owner of Forevermore Homes , shared with us the process of seniors “Aging in Place”, and helping seniors transition to a home of modification or a move for their older age home.  

It’s a difficult to make major changes, especially where you will live in the future.  However,  Kathy and her team help many seniors make that journey to make sure where they live is where they want  live and want to love. 

She has a unique company and shares with us, the Planning Process she uses to help her clients and family in the decision of whether to move or modify when considering where they want to live.  

Contact Information

Kathleen Moniello, MBA, SRES®, CAPS

 kmoniello@foreverm 

m: 203.710.6317

o: 855.530.3837

Email:   [email protected]

Forevermore HOMES

www.forevermorehomes.com

Real Estate and. Aging in Place Services

REB.0753955, Licensed in CT HIC.0662959, Licensed in CT

Real Estate Broker - Coldwell Banker Realty

If you're asking yourself, should I Modify or Move IM, we're here to help!orehomes.com

Business Owner’s May Think They Know the Value of Their Company, But Statistics Say Differently!

Over the years, I have heard the expression, “business owner knows their business better than anyone”.  That might be true in some respects, however, when it comes to knowing the accurate value of their company, statistics would disagree.   

In many cases, owners use “a rule of thumb”,  valuation method, advocated by industries, associations, or organizations.  “Rules of thumb”,  are not necessarily accurate as each business has its own set of metrics, method of management,  statistics, and other value drivers that come into play when a company is appraised. 

Statistically,  90% of the buy and sell agreements have flaws, along with a flawed valuation, causing business owners to sell their businesses for less than the maximum potential  business value.  

In this podcast  we have two of the best  with a long history of specializing in the area of valuations and buy and sell agreements.  

With us is Paul Hood and Ed Pratesi   two of the best in the industry share their vast experience in working with companies both on the valuation side  of the business and the construction of a solid Buy and Sell Agreement, avoiding disagreements and  litigation. 

L. Paul Hood, Jr. JD, LL.M- Author. Speaker. Advisor

https://paulhoodservices.com/about/

504 452 7574

And

Ed Pratesi, CPA, ASA, CVA Managing Director

860 558 0453

https://value-transitions.com/

​Email: [email protected]

Understanding Emotion and Relationships While Creating Business Success!

Susan and Erica share with us their unique business model which is helping people transition from one home to another. The model is built around the emotional feeling people have when they need to transition.  

The company has years of experience working with all kinds of moving situations, especially seniors. 

What is so great about the service is Susan and Erica  are aware of the importance of keeping  in the forefront the emotion needs of their clients. They are very much in tune with them, and their clients appreciate it and keep coming back.   

They are a full-service team assisting people with many years of experience who are preparing to move and make a significant lifestyle change.

The great number of decisions to make before you start your journey can be overwhelming.  Because of that, Home to Home has a winning procedure that makes the transition smoother.

The Home-to-Home team combines moving expertise and compassion with one-on-one personal consulting and hands on assistance throughout the process of the move.

Phone:  860-558-4625

Email:  [email protected]

Home to Home CT

SR Consulting and Moving Services LLC

DBA and the name we use with clients and marketing: Home to Home Moving Services

Website: www.hometohomect.com

Contacts: Susan Rabinovitch, [email protected]

                  Erica Smith-Rapaport, [email protected]