Seminars & Events

Material updated for 2013! Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting program will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Pre-transaction Wealth Planning in an Uncertain World…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Sponsored By: B2BCFO
Speakers:
Chris Curtin, Bankers Advocate
Terry Eve, B2BCFO
Date: October 19, 2012     Location: TBA   Time: 8:30am – 11:30 am

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As a business owner, it is difficult to grow top line sales. However, selling to government entities is a great way to grow and diversify your sales. Presented by a top expert, this 2-hour seminar packed with hard-hitting information will introduce you to:

• How to find contracts to bid on
• How to submit a winning bid
• How to fund the contract
• How to meet financial requirements
• Pitfalls to watch out for

Date: September 28, 2012   Time: 8:30-10:30am
Location: Marriott Cypress Creek • 6650 North Andrews Ave
Ft Lauderdale, FL 33309 • 954-771-0440
To register for the seminar please visit www.ParagonFinancial.net or call 800-897-5431.
Speaker: Dr. Bill Hunter
Dr. Hunter had over 25 years of experience within the military-industrial-legislative complex. He retired from the Government at the highest civilian level: Senior Executive Service. He was a Director for 10 years at the Executive Office of the President – Office of Management and Budget and was appointed to work with Vice-President Dan Quayle as a White House Fellow. He also served as Associate Administrator at the office of Federal Procurement Policy; Director, White House’s Federal Acquisition Institute; Advisor to the Deputy Under Secretary of Defense.
Dr. Hunter has developed and implemented major federal procurement policy for many years. He is a widely respected authority in the areas of medical care services and government contracting.
Sponsored by:
Paragon Financial specializes in Government Factoring, Purchase Order Financing and Vendor Guarantees. To register for the seminar please visit www.ParagonFinancial.net or call 800-897-5431.

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Material updated for 2012! Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting program will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.

Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Pre-transaction Wealth Planning in an Uncertain World…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…

Speakers:
Barbara Oswalt, Carr, Riggs, & Ingram                   www.cricpa.com
Chris Curtin, Bankers Advocate                              www.bankersadv.com
John Kancilia, GrayRobinson, P.A.                           www.gray-robinson.com

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Material updated for 2012! Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting program will give you the information you need to successfully Exit from business ownership after a lifetime of hard work. 3 Hours of CPE for CPA’s.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Pre-transaction Wealth Planning in an Uncertain World…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
Chris Curtin, Bankers Advocate                                     www.bankersadv.com
David Hallock, Jr, GrayRobinson, P.A.                       www.gray-robinson.com
Laura Hawley, Allen & Company                                   www.alleninvestments.com

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Plan Your Exit From Business Ownership…
An Exclusive Seminar for Business Owners and their Advisors
Whether you want to exit your business in six months or six years, the proper strategies need to be formulated and executed. This factual and hard-hitting 3 hours will give you the information you need to successfully Exit from business ownership after a lifetime of hard work.
Learn from Seasoned Professionals how to:
• Structure your business for a Successful Exit…
• Continue to Grow and Maintain Normal Business Operations…
• Deal with Confidentiality Issues….
• Receive Maximum Post Tax Value for your Business…
• Know the Types of Buyers and their Value Drivers…
• How to Sell or Transfer to Family/Key Employees…
• Avoid Tax and Legal Pitfalls in the Process…
Speakers:
Jennifer Spooner, Cross, Fernandez, & Riley, LLP www.cfrcpa.com
Chris Curtin, Bankers Advocate Group www.bankersadvocate.com
Stefan Rubin, Shutts & Bowen, LLP www.shutts.com
Date: Thursday – January 19, 2012 Time: 8:00 – 11:30 AM
Program has been accepted by CFP Board for 3 continuing education credit hours.
Location:
The UCF Executive Development Center
36 West Pine Street
Orlando, FL 32801

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Summit Symposium Series 2011
Rollins College, Winter Park, Florida
Tuesday, October 25, 2011
6 PM – 8 PM
The Summit Symposium Series is dedicated to connecting leading professionals with one another, to share insights, best practices, and Power Principles.
The Panelists will share meaningful tips regarding how to approach business, growth, and sustainability as we move into a changing future.
How do we:
• Optimize our profits? • Credential ourselves as industry leaders?
• Recruit high-level talent and retain effectively? • Operate “tax efficiently?”
• Create more opportunities for exposure? • Grow our business without “growing broke?”
• Manage changes in law and regulation? • Weather economic downturns?
Attendees will be able to make an impact in their area of expertise while making connections to create more business or strategic partnerships.

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