Entrepreneur Executive Briefing<br />Post-Event Presentations<br />“How to Develop a Succession Plan”<br />www.entreseries...
On October 19, 2010, entrepreneur-education firm Guided Business Plan hosted and sponsored a new program, Entre Series, to...
Melanie Rae opened the program by discussing strategic planning. She is the author of GUIDED Business Plan™, a book to sim...
Entrepreneur Executive Briefing<br />Network, Plan & Take Action<br />October 19, 2010 | 3:00 pm – 8:00 pm | Doubletree Ho...
Agenda<br />Create a Strategic Plan in 6 Steps<br />How to Attract a Crowd to Your Event<br />How to Develop a Succession ...
Irving Katz<br />Katz Financial LLC<br />What You Can Do Now to Prepare Your Family Business For the Next Generation|How t...
Why I’m Presenting…<br />…Over 40 years experience consulting business owners on succession planning<br />
Other Relevant Experience<br />Katz Financial LLC<br />|Owner & Financial Consultant<br /><ul><li>MBA in Finance & Marketi...
Registered Investment Advisor, Chartered Life Underwriter and a Chartered Financial Consultant
Family Business Coach and Financial Advisor since 1968
Provides high net worth individuals and businesses with effective guidance and flexible plans for growing and protecting t...
Release Date : October 2010</li></li></ul><li>Why Family Business Do Not Survive the Next Generation<br />
Your Action Item<br />Complete checklist to prepare for SET Planning™<br />
objective<br />Are you creating a foundation to prepare your business for a successful transition?<br />
Business Health<br />
Strategic Plans<br />
Owner Independence<br />
Choosing a Successor<br />
Most Important Message<br />Develop a Succession, exit, transition, & Disaster Plan ASAP<br />
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Entrepreneur Executive Briefing | succession planning

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On October 19, 2010 the first Entrepreneur Executive Briefing: Network, Plan & Take Action was held in Orange County, California to bring together successful entrepreneurs to connect in an intimate setting. This is one of six presentations from the event. Visit www.entreseries.com for more information.

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Entrepreneur Executive Briefing | succession planning

  1. 1. Entrepreneur Executive Briefing<br />Post-Event Presentations<br />“How to Develop a Succession Plan”<br />www.entreseries.com<br />Sponsored by guidedbusinessplan.com and officeleverage.com<br />
  2. 2. On October 19, 2010, entrepreneur-education firm Guided Business Plan hosted and sponsored a new program, Entre Series, to encourage the entrepreneurial community to create action plans in the areas of product launch, corporate procurement and export financing. Attendees participated in six 30-minute seminars filled with resources to help propel their company forward. The first Entrepreneur Executive Briefing: Network, Plan & Take Action was held in Orange County, California.<br />Entrepreneur Executive BriefingProgram Note<br />
  3. 3. Melanie Rae opened the program by discussing strategic planning. She is the author of GUIDED Business Plan™, a book to simplify the process of creating business plans.<br />James Santino of the renowned Largest Mixer® Events discussed marketing strategies to attract a crowd to an event. <br />Irving Katz, Family Business Coach and author of Family Business Secrets: How to Keep Your Business Thriving from Generation to Generation, spoke about self-publishing and planning for business transitions. <br />Since the age of 18, Michael Hexter, president of Hex Corp, has introduced numerous products to the marketplaceand owns production facilities in China and Los Angeles.<br />Jeff Uter has managed over $2 billion in contracts during his 30-year career. He provided tips to segment and target the corporate buyer. <br />AkaryBusto, Assistant Vice President of HSBC Bank anchored the program. She is an export financing guru who spoke about current federal legislation to encourage entrepreneurs to expand their export business.<br />Presenters<br />
  4. 4. Entrepreneur Executive Briefing<br />Network, Plan & Take Action<br />October 19, 2010 | 3:00 pm – 8:00 pm | Doubletree Hotel | Orange, CA<br />Sponsored by Guided Business Plan & Office Leverage<br />
  5. 5. Agenda<br />Create a Strategic Plan in 6 Steps<br />How to Attract a Crowd to Your Event<br />How to Develop a Succession Plan<br />Sales Motivation | Know What To Say & When To Say It<br />From Idea to Concept to Market<br />Pitching Your Goods & Services to a Corporation<br />Trouble Finding Customers Locally? Sell Globally!<br />
  6. 6. Irving Katz<br />Katz Financial LLC<br />What You Can Do Now to Prepare Your Family Business For the Next Generation|How to Develop a Succession Plan<br />Entrepreneur Executive Briefing<br />
  7. 7. Why I’m Presenting…<br />…Over 40 years experience consulting business owners on succession planning<br />
  8. 8. Other Relevant Experience<br />Katz Financial LLC<br />|Owner & Financial Consultant<br /><ul><li>MBA in Finance & Marketing from the Kelly School of Business at Indiana University
  9. 9. Registered Investment Advisor, Chartered Life Underwriter and a Chartered Financial Consultant
  10. 10. Family Business Coach and Financial Advisor since 1968
  11. 11. Provides high net worth individuals and businesses with effective guidance and flexible plans for growing and protecting their assets</li></li></ul><li>Other Relevant Experience<br />Katz Financial LLC<br />|Owner & Financial Consultant<br /><ul><li>Author, Family Business Secrets: How to Keep the Business Thriving from Generation to Generation
  12. 12. Release Date : October 2010</li></li></ul><li>Why Family Business Do Not Survive the Next Generation<br />
  13. 13. Your Action Item<br />Complete checklist to prepare for SET Planning™<br />
  14. 14. objective<br />Are you creating a foundation to prepare your business for a successful transition?<br />
  15. 15. Business Health<br />
  16. 16. Strategic Plans<br />
  17. 17. Owner Independence<br />
  18. 18. Choosing a Successor<br />
  19. 19. Most Important Message<br />Develop a Succession, exit, transition, & Disaster Plan ASAP<br />
  20. 20. One Audience Question<br />More Info:<br />Irving Katz<br />Irvingkatz.com<br />
  21. 21. www.EntreSeries.com<br />View more presentations on our YouTube channel: GuidedBusinessPlan<br />GuidedBizPlan<br />Guided Business Plan<br />BizExpressPlan<br />
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