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!.

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

Bob Keebler

February 24, 2021 11:00 AM - 12:30 PM ET ET

How To Accurately Prepare the 2020 709 Gift Tax Return – Updated Class - A Special Re-Broadcast

More Info
Avatar

Bob Keebler

February 24, 2021 3:00 PM ET - 4: 30PM ET ET

LARGE IRAs: Strategies for 2021 - Wealth Transfer and Estate Planning for Clients - Everything Advisors Need to Master - A Special Re-Broadcast

More Info
Avatar

Seymour Goldberg

February 25, 2021 11:00 AM ET - 12:30PM ET ET

Understanding the IRA Distribution Rules under the Secure Act: Includes Practitioner Issues and IRS Compliance Issues - A Special Re-Broadcast

More Info
Avatar

Tom Miller

February 25, 2021 11:00 AM ET - 12:30PM ET ET

Phantom Stock: Where it Fits and How to Do it Right - A Special Re-Broadcast

More Info
Avatar Avatar

Paul Hood Ed Morrow

February 25, 2021 3:00PM ET - 4:30PM ET

For Whom the Bell Tolls: Pre-Mortem Planning Options and a Look Forward at Post-Mortem Estate Planning

More Info
Avatar

Paul Hood

February 25, 2021 1:00PM ET - 2:30PM ET

Part 2 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: The Guts of Chapter 11

More Info
Avatar

Eric Green

February 26, 2021 1:00PM ET - 2:30PM ET

Resolving Back Tax Debts: Offers-in-Compromise, Installment Agreements, Uncollectable Status and Bankruptcy

More Info
Avatar

Mark Merric

February 26, 2021 3:00PM ET - 4:30PM ET

Understanding Tax Provisions in An LLC Operating Agreement - Formation Concepts Part 1: Capital Accounts Compared to Stock

More Info
Avatar

Bob Keebler

February 26, 2021 11:00 AM ET - 12:00 PM ET ET

Estate Administration for IRAs and Qualified Plans After the Secure Act – The Updated Edition for 2020 and 2021 Deaths

More Info
Avatar

Steve Siegel

March 4, 2021 3:00PM ET - 4:30PM ET ET

The Complete Trust Course: Part 1

More Info
Avatar

Paul Hood

March 4, 2021 1:00PM ET - 2:30PM ET ET

Part 3 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Deductions

More Info
Avatar

Eric Green

March 5, 2021 3:00PM ET - 4:30PM ET ET

Tax Liens & Tax Levies

More Info
Avatar

Eli Akhavan

March 5, 2021 1:00PM ET - 2:30PM ET ET

Structuring Foreign Ownership of US Residential Real Estate - Pitfalls and Solutions

More Info
Avatar Avatar

Michael Geeraerts Jim Magner

March 5, 2021 11:00AM ET - 12:30PM ET ET

Alternative Life Insurance Ownership Structures if Congress Takes a Swing at ILITs Using New Code Section 2901

More Info
Avatar

Linas Sudzius

March 11, 2021 3:00PM ET - 4:30PM ET ET

How to Handle an Unexpected Form 1099-R Received from a Life Insurance Company/Financial Institution: Reconciling with all the Tax Partners

More Info
Avatar

Paul Hood

March 11, 2021 1:00PM ET - 2:30PM ET ET

Part 4 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Estate Tax Credits; Estate Tax Reimbursement & Apportionment Provisions, Gift Tax Introduction & Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 12, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 2

More Info
Avatar

Linas Sudzius

March 18, 2021 3:00PM ET - 4:30PM ET ET

Private Letter Ruling 202031008 Opens Multiple Annuity Planning Opportunities

More Info
Avatar

Paul Hood

March 18, 2021 1:00PM ET - 2:30PM ET ET

Part 5 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Selected Gift Tax Topics; Overview of Generation-Skipping Transfer Tax

More Info
Avatar

Steve Siegel

March 19, 2021 1:00PM ET - 2:30PM ET ET

The Complete Trust Course: Part 3

More Info
Avatar

Paul Hood

March 19, 2021 1:00PM ET - 2:30PM ET ET

Out of the Hood: Analysis With An Attitude©: Overview of Estate Planning From 30,000 Feet

More Info
Avatar

Michael Liebeskind Bryan Bloom

March 19, 2021 3:00PM ET - 4:30PM ET ET

Private Placement Life Insurance (PPLI) and Private Placement Annuities (PPA) - A Major Tax Planning Opportunity for HNW Clients in 2021

More Info
Avatar

Eric Green

March 25, 2021 1:00PM ET - 2:30PM ET ET

The Biggest Mistakes Made During Tax Season that Trigger IRS Enforcement!

More Info
Avatar

Paul Hood

March 25, 2021 1:00PM ET - 2:30PM ET ET

Part 6 of Paul Hood's Six-Part Series on the Federal Transfer Tax System: Valuation: General Principles

More Info