Business Succession Planning: Can I Really Fire My Mother?
Read moreHandout of PDF that accompanies Business Succession Planning: “Can I Really Fire My Mother?”
Five-minute highlight clip of Richard’s speechContact Richard if you are interested in having him speak at your event.
2011 Year End Tax Planning for Small Businesses
Listen to Podcast of the Show Certified Public Accountant, Dru Brannen joined the show to talk about 2011 year end tax issues for small businesses. John Drulane (“Dru”) Brannen, CPA, is a founding Partner with Friedman Brannen LLP. For more than three decades, Dru has provided multi-level tax and tax consulting services to individuals and all forms ...Read moreCarl Sheeler of Business Valuation LTD
Listen to Podcast of the Show Richard and Joe are joined in studio by Carl Sheeler, managing partner of Business Valuation LTD and Allison Appraisals. Carl Sheeler earned a Ph.D. in finance in 2004 from the Union Institute and University. After his decade long career as a U.S. Marine officer, Carl joined the ranks of Business Valuations, ...Read moreCollaborate: To work together, especially in a joint intellectual effort
Collaborating to Manage the Golden Egg The presentation below outlines Richard’s tried and true business practices that make him a trusted adviser to family offices. Topics include marketing yourself, networking, becoming a communications hub, listening, expressing gratitude, becoming a thought leader, and helping families create a legacy. The presentation includes action items and challenges that will change ...Read moreOceanside Turkey Trot
The 2011 year’s race attracted over 8,000 participants. There were over 12,000 people at the finish line, and 5 course records were set. The Oceanside Turkey Trot is becoming a local tradition as families come out the Oceanside pier for some exercise before their big Thanksgiving feast. Additionally, more than $30,000 was raised for local ...Read more
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