BUSINESS CONTINUATION PLANNING STRATEGIES

Business Transfer Strategies for Families and Key Persons

Only 30% to 35% of family businesses survive to a second generation Only 12% to 15% of family businesses survive to a third generation Only 3% of family businesses survive to a forth generation

Source: USA Today, October 22, 2001

Harry M. Barth, Esq. will highlight some business continuation strategies - preparing a family plan, business valuation, creating "golden handcuffs" or key incentive programs, creating a buy sell agreement and transfer strategies for families and key persons in the event of a retirement, disability or death of an owner or key person.

Value to Members: Members will receive timely information, in-depth information, and motivation for improvement. Each member will receive an invaluable 30 page colored guide "Strategies for Wealth Management, Financial Planning for High Networth Individuals". Furthermore, each attendee will have an opportunity to schedule an initial complimentary consultation with Harry Barth, Esq. to discuss their areas of concern.

Biography: Harry M. Barth, J.D., MBA, CFP, ChFC, CLU is Senior Partner at Barth Berus & Calderon, LLP, a California based law firm dealing with a broad range of legal services. Harry is also the Chief Executive Officer of H.M. Barth & Company, LLC, a full service financial planning and wealth management firm. He has distinguished himself by being an asset protection advocate serving many of the areas leading companies including prestigious brand-name food and hospitality, manufacturing and healthcare industries. He has been helping high-wealth families, business owners, franchisees and executives create a "financial blueprint" and to implement custom solutions for their needs. The ultimate goal is to enhance his client's wealth, reduce their taxes and help them achieve their financial goals. An additional important facet of the planning process is to examine their risks, so that they are not financially destroyed by unexpected events.

This is not a dry lecture but an interactive workshop that will help apply what you learn to your own personal finance and business enterprise. Your association members will acquire practical ideas and strategies that you can use immediately to make informed personal and business decisions.

What's more, each attendee will receive a comprehensive financial guidebook that captures the highlights of the presentation. Plus, they can attend an initial complimentary follow-up meeting to discuss specific financial issues related to their personal finance and/or enterprise.

Contact: Tina Barth at (800) 548-8564 or tina@hmbfinlaw.com