Life Insurance Premium Financing is discussed regarding why it's a consideration by many in a low-interest-rate environment. Who and how to qualify. How it can be used in business, for retirement, for a business owner's estate and the terms around financing.

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(714) 643-2500 X 420

Discussion around the purpose of a buy/sell agreement and why a business should have one to protect owners families in death, disability and dissolution of a business

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(714) 643-2500 X 420

Cary discusses the process to determine the value of various assets such as businesses, business stock classes, and other business assets.

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(714) 643-2500 X 420

A discussion around the importance of accurate financial records and reporting and how a CFO can help in the planning of a companies growth and diversification.

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Call in and ask a question that may be played and answered during a future episode!
(714) 643-2500 X 420

Discussion on Business insurance. Why a business owner should have it and how the different types can protect different facets of your business.

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Call in and ask a question that may be played and answered during a future episode!
(714) 643-2500 X 420

Discussion about an export tax credit called Interest Charge Domestic International Sales Corporation (IC-DISC). David will discuss this and how to apply, the structure and how to receive the benefits if you are an exporter.

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In this episode of Eric Bell talks with Jim as he reveals how to apply for SBA loans, the challenges some business owners may face and how to move through the process.

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Fred discusses closely-held and family-owned business transition or succession challenges and what the next best steps are.

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LiRon discusses how small business on a tight budget can leverage their marketing, advertising, PR and the importance of crisis management with actionable steps.

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David shares with the audience how a company's owners can save money through life insurance with plan contributions 100% deductible.

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