3 Results

  • Business Valuation and Transition Planning for Small Business Owners

    Small business owners work hard to build the value of their businesses.Typically, it’s their main retirement asset and source of retirement income.When it comes time for them to consider transitioning out of their business, they often don’t have a succession plan in place, or have a good understanding of what their business might be worth.45% of business owners have never had their business valued, and those that have, only about half have had a valuation done within the last two years.This course will give participants a good understanding of the importance of having their business valued, how to get money from their business to fund their retirement, protect the value of their business from planned or unplanned events, and ultimately build a secure retirement for themselves and for their key employees.
  • Keeping the Cabin in the Family

    Division of estate can lead to bitter battles between siblings and impact relationships forever.  Learn how to keep the cabin, farm or business in the family without creating a family conflict.  We will discuss ways to help ensure your children receive equal inheritance, strategies to help with the impact of taxes and review your assets for the next generation.
  • Prepare Your Own Will

    Who would raise your children if you died? Who will be your executor? Without a will, the laws in Minnesota and a judge make all of the decisions. Take charge of these decision in this class. You will leave with a simple will prepared and have new peace of mind. Instruction and all the necessary forms, witnesses and notaries are provided. Will form is included in the tuition. Instructor Adam Altman is an attorney experienced in drafting wills. Please add name of significant other in 'note section' if registering as a couple.