Overview
A business owners guide to selling your business for greatest value and creating the retirement lifestyle you desire. Systems and stories of successful business owners and how they built exit plans for top dollar. Risk Management of your greatest assets.
Full Product Details
Author: David R Shortill
Publisher: Createspace Independent Publishing Platform
Imprint: Createspace Independent Publishing Platform
Dimensions:
Width: 15.20cm
, Height: 0.30cm
, Length: 22.90cm
Weight: 0.091kg
ISBN: 9781503157873
ISBN 10: 1503157873
Pages: 58
Publication Date: 06 January 2015
Audience:
General/trade
,
General
Format: Paperback
Publisher's Status: Active
Availability: Available To Order
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Author Information
Now a best selling author, Dave entered the financial services industry in 1987 after taking Economics and Psychology at the University of Winnipeg. Always offering independent advice, he has been a senior advisor with The Berkshire Group, Vice President of Summit Insurance Services, President of Future Financial and currently is an independent consultant and the President of Family Integrity Corporation in Victoria B.C. The Risk Doctor He is supported by a team of administration, technical and underwriting specialists whose teamwork and follow-through are setting new standards of service excellence in building lifetime relationships. Dave is known for coining the term Core then explore with regards to building a comprehensive and balanced investment portfolio. The Investor Policy Statement , and individual Family Mission Statement will form a part of your overall vision. The planning system starts with a ten minute Personal Viewpoint questionnaire. This unique planning system will put your affairs in order from peak earning years on through to estate preservation. Dave has been introduced as a trusted family friend with the knack to explain important and complicated financial matters in a simple way. He keeps it simple. After more than twenty five years of serving families, Dave has created a Value of advice book series. Whatever your stage of financial development, you will be thoroughly impressed! Dave Shortill is passionate about listening to your situation before prescribing solutions. His focus is on the family unit, business owners and professionals. Away from business Dave enjoys curling, golf, and travel. He has maintained his private pilot license since a teenager and is an avid sailor. Dave is currently President of South Cowichan Chamber of Commerce, is a past president of the Winnipeg St. James Rotary club, Charter board member of Westland Foundation and an advisor to the Cowichan Intercultural Society.
