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Understanding and optimizing risks should be a constant focus for every business owner. Protecting, promoting, and preserving the value of their business is vital. This presentation will examine the risk management issues in the start-up, growth, maturity, and transfer life cycles of the business.
Learning Objectives:
Identify how to help business owners protect their business from familiar insurable risk to more abstract insurable risks and other asset protection strategies.
Determine ways to reduce risks that can promote the growth in value of a business and how it can be preserved through proper transfer planning.
Speaker(s):
Peter
Racen,
CFP, AEP, WMCP, CLU, ChFC,
Partner,
Moneta