Wednesday Jan 18, 2023
2:30 PM - 4:00 PM PST
January 18, 2023, 2:30pm PST
Virtual, Register here.
Whether a mature business or a startup, this workshop focuses on various strategies and financial tools all small business owners should know about. We will discuss tax reduction concepts, employee attraction and retention, asset protection, repositions assets for greater liquidity, preparing your business for sale or succession, and unlocking the value you in your business for your retirement and legacy.
Instructor: Paul Vitello
As a small business owner for more than 30 years, Paul has a passion for coaching and mentoring entrepreneurs in areas of strategic growth, workflow optimization, cash flow management, employee/vendor relations, client service, and sales & marketing. Having started a creative service business in 1983 with nothing more than sweat equity, a mentor that provided an opportunity, and an inherited entrepreneurial drive, he developed a film and television post-production company that grew to generate more than 2.5 million in annual sales.
In 2010 Paul started consulting business coaching a number of former employees and associates and in 2015 joined New York Life and partnered with Levon Goldbaltt to better serve his clients by providing financial services and strategies for tax reduction, executive compensation, employee retention, retirement income, asset protection to small businesses and high net worth individuals.