Here are some of our current topics
  
   
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   The Top Ten Mistakes Business Owners Make and How to Fix Them

"The Top Ten Mistakes A Business Owner MakesTM" is a practical how-to presentation that shows the audience field-tested strategies on how to lead a better life by running a better business. Tom has narrowed down the Top 10 reasons he found that separate the struggling from the striving and developed a system that gives the entrepreneur the ability to right their ship without incurring the huge cost of outside consultants. Subjects addressed include:

  • How to Get on the Right Track. Creating a roadmap for entrepreneurs.
  • How to Get Control of Your Most Valuable Asset. Time management: If you don’t work on the important things, the important things won’t get done.
  • How to Leverage Professional Advisors. What your advisors should be doing for you.
  • How to Find and Stay in Your Comfort Zone. The true champion entrepreneurs are those who know what they do best, do it, and assign everything else to a team member, outsource, or hire.
  • How to Leverage the 80/20 Rule. Focus on the most profitable things and dump the rest.
  • How to Focus on Quality of Customer Experience. Ways to keep your customers coming back time after time.
  • How to Create Wealth in Your Small Business. It’s about the money stupid.
  • How to Maximize the Value of Your Business. Build a business that sells itself.
  • How to Create a "What If" Plan. What happens to the business if something happens to me?
  • How to Develop an Exit Strategy. How to exit your business with the most money, lowest taxes and least risk.
   The Top Ten Survival Tactics in a Tough Economy

Top 10 Small Business Survival Tactics In a Tough Economy™ is an exciting yet critical presentation for the small business owner. Tom gives the entrepreneur sound strategies that they can implement immediately to help them survive the next few years. These strategies are tried and true methods he developed by working hand in hand with small business owners as a CPA, CFP, and consultant. They work because, regardless of the industry in which the firm does business, they’re sound fundamentals that many lost touch with when profits were fat during the last decade or more. Subjects addressed include:

  • Cash Flow is King. How to get your arms wrapped around your cash flows.
  • Trim the Fat from Your Business. How, when, and where to cut expenses.
  • How to Predict Future Cash Shortages. If you know when to expect cash shortages you can have months to plan for them.
  • Get Back to Basics. How to develop an inexpensive, yet effective, way of bringing customers in the door.
  • Who Lays the Golden Eggs? Don’t forget who’s paying your bills right now—your customers. How to keep them away from your competition.
  • Avoid Temptation. How to get your debt under control and develop a plan to reduce—not increase—debt.
  • Soothe Your Banker. What are the essential things that you must do to get the support you need from your bank.
  • If You Don’t Work on the Important Things, The Important Things Won’t Get Done. How to use your time effectively to deal with the issues facing your business.
  • How to Protect What You Worked a Lifetime To Build. Asset protection strategies for the small business owner.
  • De-Stress. Stress negatively effects health, relationships, business, and especially the critical decisions you face. Some simple techniques to help get stress to a manageable level, and how to keep it there.


The Great Escape™ is an entertaining and informative presentation designed to educate the audience on the need for exit planning for business owners. Millions of “Baby Boomers” are getting ready to retire and exit the businesses they worked a lifetime to build. Tom gives the audience the critical steps they need to take to exit with the most money, least risk and lowest taxes. Subjects addressed include:

  • Introduction. Overview of the exit planning process.
  • Developing A Roadmap. Determining your retirement goals and income needs.
  • Deciding Who Will Succeed You. Working with other professionals.
  • Determining How Much Your Business Is Worth. Valuation is key to setting realistic exit objectives.
  • How to Increase Your Business's Value. Identifying value drivers and how to maximize them.
  • Negotiating with an Outside Buyer. How to sell to a third party without losing your shirt.
  • How to Sell to Employees or Family Members. Minimizing tax consequences to buyer and seller. Maximizing owner security.
  • "What if" Planning. What happens to your business if something happens to you?
  • Next Steps. Post-sale and estate planning.
 

 
 
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