Wealth & Legacy Seminar Series: "Just Show Me the Money"

Procopio Partner, John C. O'Neill is moderating a seminar presented by the Center for Wealth and Legacy Studies titled, Just Show Me the Money. The Center is committed to helping successful business owners and families 'pass forward' their financial success along with their core values and virtues that created their wealth.

Program Overview:

• Can ESOP’S be a source of money? Is this an option today? Could this work for you?
• Do Angels really exist (the kind with money) and what will it cost you the business owner?
• When/where does leasing make sense today? What about factoring? Merchant advances?
• What is available today through the government (SBA) for low cost business loans?

Bottom line: where can you go for capital today if your bank will not or cannot help?

Speakers:

Anthony L. Mathews, Director, The Beyster Institute at the Rady School of Management UCSD
Neil Senturia , Chief Executive Officer, U.S. Local News Network

The Panelist:

Pat Burns, Primary Funding
Ted Stearns, Sterling Wealth Strategies
Tage Tracy, TMK & Associates

The panelists will discuss how to use factoring, merchant advances, leasing, government programs (SBA) and other innovative but largely unknown or under-utilized forms of “synthetic capital” to keep your business growing.

Spotlight On Legacy:

Frank Vizcarram, President, Vizcarra Consulting Group, will discuss his work with CEOs and their management teams to develop stronger and more effective collaborative strategic systems.

Click here for more information and to register for this event.