Business Presentations

How to Survive in this Economic Jungle
Starting a Business
Purchasing and Selling a Business
Year-end Strategic Planning Tips
Business Succession

1. How to Survive in this Economic Jungle
1. [WTM] addresses collections concerns and clients’ options when having to act as a debtor or creditor in tough economic times.
2. As a small business owner, hard economic times can affect you on two fronts: as a debtor and as a creditor. Some creditors, like the IRS, are very powerful, so it is important to know the consequences of not paying certain debts. Likewise, protecting yourself early as a creditor by being selective in who you offer credit and by having the right documents in place is also essential to the future of your business. After attending this presentation you will know what to do to protect yourself and limit your risk as a small business owner debtor or creditor.    
3. Among the topics discussed are:
1. Who to pay first when creditors are on the attack.
2. Protecting you from bad debts and not getting paid.
3. Protecting your assets from creditor’s claims.
4. Bankruptcy and when it is a good option.
5. Debt collection basics.
4. Who will benefit from this presentation:
1. Business Owners

1. Starting a BusinessReturn to top of page
1. [WTM] discusses business startup procedures and self-employment issues that are essential to the success of a new business.
2. During such troubling economic times, many people are leaving corporate jobs and starting their own business. Unfortunately, the dream of being your own boss quickly fades when the owner fails to adequately plan. This presentation will discuss several key elements to starting a business. For example, calculating self-employment tax, choosing an entity type, and knowing when to get professional help, are all things that, if overlooked, can seriously damage the longevity of a business. After hearing this presentation, you will know the differences between corporations, private ownership, and an LLC, how to plan for self-employment tax, and the different accounting concerns that can make or break a business.
3. Among the topics discussed are:
1. Deciding which business entity is best for you.
2. Examine tax consequences of private ownership.
3. Accounting methods and preparing tax returns.
4. Who will benefit from this presentation:
1. Potential Business Owners

1. Purchasing and Selling a BusinessReturn to top of page
1. [WTM] gives a thorough explanation of the preparation, negotiations, and closing process of a business sale transaction from the point of view of the buyer and the seller.
2. As the economy continues to change, many people are getting into and out of owning their own business. However, most people do not know how to start the process of buying or selling a business. This presentation sheds light on the unfamiliar and points out avoidable pitfalls. You will take an in-depth look at the major phases of the transaction, such as, preparing yourself mentally and financially, organizing your closing team, negotiating and drafting the contract, closing the deal, and post-closing issues.
3. Among the topics discussed are:
1. Preparing mentally to buy or sell a business.
2. Choosing your closing team.
3. Due diligence.
4. Important contract terms and what they mean.
5. Negotiations.
4. Who will benefit from this presentation:
1. Potential Business Owners
2. Current Business Owners wanting to Sell
3. Business Brokers

1. Year-end Strategic Planning TipsReturn to top of page
1. [WTM] offers guidance on strategic opportunities that can be taken by business owners at the end of every year to maximize tax incentives and save money.
2. December 31st closes the door on many advantageous tax opportunities. For example, you may be able to cut your taxes by moving money into an appropriate investment account. This presentation discusses important moves that should be made by business owners at the end of the year.
3. Among the topics discussed are:
1. Using retirement accounts to save you on taxes.
2. Collections and receivables; making sure you get paid.
3. Inventory and how it affects taxes.
4. Who will benefit from this presentation:
1. Business Owners
2. Tax Advisors
3. CPAs

1. Business SuccessionReturn to top of page
1. [WTM] explains what happens to business ownership interests when one owner dies and how to maintain control over your business both in life and death.
2. As a business owner, you have spent your life building a company that you are proud to own. But, what happens when you are ready to retire or if you pass away unexpectedly? Through this presentation, you will learn strategic steps to plan and make certain the continued success of your business. Several major concerns are addressed in this presentation, such as, managing a business with multiple owners, consequences of an unexpected death of an owner, and planning your estate and choosing a successor. When you leave this presentation, you will understand key tax and estate planning issues that must be solved to keep your business running after you are gone.
3. Among the topics discussed are:
1. Insuring the company to protect in case a partner dies.
2. Estate planning issues for business owners.
3. Tax consequences of a business transfer at death.
4. Co-owners and the control each owner has over the business.
5. Unexpected death of an owner and the consequences of being unprepared.
4. Who will benefit from this presentation:
1. Business Owners
2. Estate Planners
3. Financial Planners