Our faculty has been featured in:

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In our "Selling Your Business" Education at Your Desktop, you will learn:

• What builds business value and how to capitalize on it, from Jeff Hoffman, a successful serial entrepreneur and former CEO of Priceline.com
  
  


• How to prepare, sell and merge your business with a larger one, from Mike Nikolich, former CEO of PR firm TechImage and current CMO of SmithBucklin
  
  


• How to work with experienced buyers, from Dave Tolmie, former business owner and current partner with the private equity firm Edgewater Partners
  
  


• Upcoming trends that you can act on now, from Marian Salzman, one of the top trendspotters in the world and President of Euro RSCG Worldwide PR
  
  


• How to make global deals, including with potential foreign buyers, from Dr. Jeswald Salacuse, a top law professor and author
  
  


• How China can fit in your business growth and exit plans, from Anita Tang, Managing Director of Royal Roots Global, Inc.
  
  


• When and how to work with a business broker, from Andrew Cagnetta, Chairman of the International Business Brokers Association
  
  


• How your perception of your business’s value and the market’s may differ, and how to bridge the value gap, from Mike Nall, founder of the Alliance of Merger and Acquisition Advisors
  
  


• How you can use the business valuation software the professionals use to understand and grow your business’s value before you sell it, from David Fein, CEO of ValuSource Software
  
  


• How to use market cycles and overcome growth barriers in the private market, from Richard Trottier, author and President of Sundial Partners, a private investment banking firm
  
  


• What drives business value and how to improve it, from Mel Abraham, CVA and CPA, and a top ranked international speaker
  
  


• Quick tips to prepare your business for sale, and make a merger work, from your series host Marian Cook
  
  


• How to increase your work life balance now to make the transition out of business ownership easier, from Alan Davidson, author and founder of Through Your Body
  
  


• How to determine if you can and should retire abroad, from Winton Churchill, a top international living expert
  
  


• How to set and achieve life goals after selling the business, from Werner Berger, the oldest North American to summit Mt. Everest, and President of Strategic Results International

A complete set of audio downloads and written transcripts are included, so the time and location to listen to them is your choice.

There is no travel involved. So have a cup of coffee, learn from the pros and move forward on transitioning your business and your life.

Our course is hosted by Marian Cook, coauthor of the book Selling Your Business For More: Maximizing Returns for You, Your Family and Your Business (Macmillan).

For twenty-five years, Marian has been a trusted advisor to the hundreds of owners and executives worldwide whom she has helped to improve business performance and value. She has worked globally with firms ranging in size from start-ups to Fortune 500 companies. She has helped them develop and execute their strategies, realize their goals, and maximize their businesses’ valuations and their transitions to new ownership.

Our World Class Experts Will Show You How to Successfully Jumpstart and

	Topic: “Adventures in Serial Entrepreneurship: What Builds Value and How to Capitalize on it” Faculty: Jeff Hoffman, CEO, Enable Holdings, former CEO of Priceline.com, Blackstar Entertainment, and CTI More about Mr. Hoffman here.
	Topic: “Preparing Your Business For a Successful Sale” Faculty: Mike Nikolich, CM Smith Bucklin, Founder & Former CEO TechImage More about Mr. Nikolich here.
	Topic: “Maximizing Value with Experienced Buyers” Faculty: Dave Tolmie, former successful business owner and currently a Partner with the private equity firm Edgewater Funds More about Mr. Tolmie here.
	Topic: “Trends for the Near Future: What You Need to Know” Faculty: Marian Salzman, Author, President of Euro RSCG Worldwide PR, North America, and “One of the Top Five Trendspotters in the World” More about Ms. Salzman here.
	Topic: “The Global Negotiator: Making, Managing, and Mending Deals Around the World in the Twenty-First Century” – includes negotiating with a foreign buyer Faculty: Dr. Jeswald W. Salacuse, Author, Professor of Law, Tufts University More about Dr. Salacuse here.
	Topic: “China as Part of Your Overall Business Strategy: Growing Your Business, Finding Buyers For Your Business” Faculty: Anita Y. Tang, Managing Director, Royal Roots Global Inc. More about Ms. Tang here.
	Topic: “Essentials of Business Brokerage: The Why’s & How’s of Using the Right Broker” Faculty: Andrew Cagnetta, Chairman, International Business Brokers Association, CEO, Transworld Business Brokers More about Mr. Cagnetta here.
	Topic: “Bridging the Value Gap: The Impact of the Owner’s and Market’s Perception of a Business’s Value” Faculty: Mike Nall, Founder, Alliance of Merger & Acquisition Advisors More about Mr. Nall here.
	Topic: “Understanding & Increasing Business Value Through the Use of Business Valuation Software” Faculty: David Fein, CEO, ValuSource, KeyValueData and Institute of Business Appraisers ValuSource Software More about Mr. Fein here.
	Topic: “Cycles & Walls in the Private Market” Faculty: Richard Trottier, Author, Partner, Sundial Partners More about Mr. Trottier here.
	Topic: “Business Valuation: What Drives Value? Faculty: Mel Abraham, CPA, CVA, ABV, ASA More about Mr. Abraham here
	Topics: “11 Tips to Prepare Your Business For Sale”  “Making a Merger Work” Faculty: Marian Cook, Author, Selling Your Business For More More about Ms. Cook here.
	Topic: “Increasing Work & Transition Effectiveness Via Achieving Life Balance” Faculty: Alan Davidson, Author, Founder, Through Your Body More about Mr. Davidson here.
	Topic: “Retiring Abroad” Faculty: Winton Churchill, Author, Barefoot Consulting Mr. Churchill here.
	Topic: “Climbing Everest: Achieving Your Dreams in the Second Half of Life” Faculty: Werner Berger, Oldest North American to summit Mt. Everest, President, Strategic Results, International More about Mr. Berger here.

How much is the Selling Your Business For More Education at Your Desktop Course?

Clearly, any course that pulled this level of world class expertise together would charge at least $5,000 or more, plus travel costs and the high cost of taking you away from your business to attend. One of our speakers alone charges $10,000 for a 1 hour presentation!

But to celebrate the publication of the “Selling Your Business For More” book, we are offering two versions:

• Premium Option: All of this and the entire 15 expert sessions of the telesummit series audio downloads and transcripts
• Standard Option: The price of the book alone

• The highly acclaimed book Selling Your Business For More
• The report “Best Prep Steps Now to Sell Your Business"
• Three expert sessions:

 Session 1: “Business Valuation: What Drives Value?”

Session 2: “Bridging the Value Gap: The Impact of the Owner’s and Market’s Perception of a Business’s Value”

Session 3: “Trends for the Near Future: What You Need to Know”

With both versions of the telesummit you will receive:

• World class experts at your time, location and convenience

• The forthcoming book Selling Your Business For More

• The report “Best Prep Steps Now to Sell Your Business”

• A 100% satisfaction, no questions asked 6 month guarantee

With The "Selling Your Business For More" Education at Your Desktop

There are two version of the Selling Your Business For More Education At Your Desktop. Choose the option that's a fit for you.

Is this the year your move forward on your goal of selling your business? By making this investment today, you are making the tomorrow you have dreamed of possible.

	Premium $297	Standard: $40
The Book “Selling Your Business For More” Published Feb. 2010 by Macmillan Worth $40
“Best Prep Steps Now to Sell Your Business” Report Worth: $19.97
3 Expert Teleseminars: Complete audio recordings Worth: $399	.
3 Expert Teleseminars: Complete transcripts Worth: $199	.
15 Expert Teleseminars: Complete audio recordings inclusive of the 3 in the standard edition. Worth: $5,000
15 Expert Teleseminars: Complete transcripts  inclusive of the 3 in the standard edition.   Worth: $740
Actual Worth..	$5,799.95	$657.97
Price	Get this now for $297	Get this now for $40
To order this program click on the option that's right for you: Regular or Premium.

Your tomorrow depends on actions you take today.

Make the investment in yourself and your business now!

Click here to order the Selling Your Business For More Education at your Desktop

Complete Faculty Backgrounds:

Topic: “Adventures in Serial Entrepreneurship: What Builds Value and How to Capitalize on it”

Faculty: Jeff Hoffman, Former CEO Enable Holdings

Jeff Hoffman is an accomplished entrepreneur and innovator in the fields of Internet, e-commerce, and media/entertainment. Having launched his first software company while still a student at Yale University, Hoffman has founded and grown a series of successful startup companies in his career, raising independent financing for his ventures and guiding his companies to both acquisitions and public offerings.

Jeff currently serves as the CEO of Enable Holdings, Inc., one the world’s leading excess inventory solutions companies. Enable Holdings operates such online sites as uBid.com and RedTag.com, and specializes in the liquidation of excess inventory from major brand name manufacturers and retailers, including Sony, HP, Dell, Toshiba, Samsung, and more. The company has sold over $2 billion worth of computers, consumer electronics, jewelry, apparel, collectibles, and other products, and is currently expanding globally. Jeff’s first startup was a software company in the travel industry named CTI, a company that quickly became the industry leader in technology for the travel and tourism industry, and was later acquired by American Express. For his achievements, Jeff was named one of the industry’s 25 Most Influential Executives. Hoffman was also a founder of early e-commerce pioneer Virtual Shopping, Inc., which developed patented, proprietary software and hardware for online retailing on the Internet, and was later acquired by Europe’s Wallenberg Group.

More recently, Jeff was a founder and CEO in the Priceline.com family of companies, where Jeff held two CEO titles and led the development and launch of Priceline’s consumer company. Hoffman also served as an executive in Walker Digital, the parent company of Priceline and one of the country’s most innovative creators of intellectual property and new business models.

After Priceline, Jeff was a founding partner as well as Chairman and CEO of Black Sky Entertainment, an independent production company in the film and music industries. Hoffman’s firm successfully produced such independent films as CABIN FEVER (a horror film made for $1.4 million that has grossed over $100 million worldwide), as well as working in the music industry, producing musical tours and concerts including such recording artists as Elton John, Boyz II Men, Britney Spears and others.

Jeff dedicates a significant portion of his time to mentoring other entrepreneurs, having served as Entrepreneur-in-Residence at the Advanced Technology Development Center at Georgia Tech, as well as being a Coach and Mentor in the Kaufman Institute’s FastTrac Entrepreneur’s program. Hoffman is also Chairman of the American Association of Adapted Sports Programs, a non-profit organization serving to bring sports and sports leagues to disabled children all across the country.

Jeff Hoffman is an accomplished professional and motivational speaker, featuring topics such as branding, innovation, and business leadership. Jeff has spoken at conferences and symposiums in over 40 different countries.

Topic: Preparing Your Business For a Successful Sale

Faculty: Mike Nikolich, Founder & Former CEO TechImage, CMO SmithBucklin

Michael L. Nikolich serves as chief marketing officer for SmithBucklin. Nikolich founded Tech Image® in 1993 and today the agency is recognized as one of the country’s top 25 technology public relations firms, according to O’Dwyer’s Public Relations Report. SmithBucklin acquired the agency in 2007 and Nikolich continued to serve as president of the agency until becoming chief marketing officer (CMO) of SmithBucklin in September 2009. As CMO, Nikolich is responsible for SmithBucklin’s internal and external communications, including advertising, branding, corporate communications, marketing, messaging, public relations and sales support.

Nikolich has worked in public relations since 1979 and was honored by iStreet Magazine as one of Chicago’s top 100 technology professionals. He was also named one of Chicago’s Internet pioneers by the Chicago Sun-Times. Under his leadership, Tech Image was named “Best Boutique PR Agency to Work for” two consecutive years by The Holmes Report. The agency also was honored as one of the country’s most influential technology public relations in an independent survey of 300 technology journalists conducted by PRSourcecode.

Nikolich has worked on the agency side his entire career, previously serving as a senior vice president at Chicago public relations firm Selz Seabolt Communications. Additional agency experience includes Grey-North Advertising, McKinney Mid-America and William Hart Adler.

He holds a bachelor’s degree in marketing and journalism from Northern Illinois University (NIU) and is a member of the NIU Alumni Board. During 2002 and 2003, he served on advisory boards for the Midwest Entrepreneurs’ Forum and Sales and Marketing Executives of Chicago and in 2005 was chairman of the Technology Practice for the WORLDCOM Public Relations Group, the leading global network of independent public relations firms.

Topic: “Maximizing Value with Experienced Buyers”

Faculty: Dave Tolmie, former successful business owner and currently a Partner with Edgewater Funds, a private equity firm with over $1 billion in capital under management.

Dave Tolmie is a Partner with Edgewater Funds, a Chicago-based private equity firm with over $1 billion in capital under management. As one of the firm’s senior partners, Dave is active in sourcing and making new investments, raising capital and serving on the board of directors of various Edgewater portfolio companies. Edgewater acquires lower middle market companies across a range of growing industries.

Prior to joining Edgewater in 2001, Dave’s career was in leading public and private companies as CEO or senior officer. Dave was CEO and President of Yesmail, Inc., the industry’s leading provider of email direct marketing services. He led the company through its venture capital financing, IPO, and eventual sale for $720 million. Dave joined Yesmail from Platinum Venture Partners, where he was the firm’s CEO In Residence and led the venture firm’s investments in business services, interactive marketing, and e-commerce.

Previously, Dave was Senior Vice President of Operations for Bally Total Fitness, beginning his employment there in 1986 with a company subsequently acquired by Bally. At Bally, Dave was responsible for all aspects of the company’s operations, including $650 million in annual revenues and its 13,000-person sales and operations workforce. During his tenure, Bally achieved a successful IPO spin-out from its parent company and a 400+% increase in market value. Dave began his career as a Product Manager at General Mills, Inc. and then as a consultant with McKinsey & Co., where he was a member of the firm’s Consumer Marketing Practice in New York.

Dave holds a Masters in Business Administration from Harvard University, where he graduated in 1980 and received awards for leadership and outstanding contribution through his role as Student Body President. He received his BA, with honors, from the University of Virginia in 1977.

Dave is active in civic and non-profit activities, including serving on boards for the Field Museum, Illinois Venture Capital Assoc., Chicagoland Entrepreneurial Center, Opportunity International, University of Virginia Jefferson Scholars and the Faraja School for Children with Physical Disabilities in Tanzania, Africa. He resides in Lake Forest, Illinois with his wife Tracy and their three children.

Topic: “Trends for the Near Future: What You Need to Know”

Faculty: Marian Salzman, Author, President of Euro RSCG Worldwide PR, North America, and “One of the Top Five Trendspotters in the World”

Marian Salzman, partner and CMO at Porter Novelli Worldwide, was named one of the top five trendspotters in the world by global publisher VNU in 2004.

Marian has served as CMO at JWT Worldwide, chief strategy officer at Euro RSCG Worldwide, president of Young & Rubicam’s Intelligence Factory and worldwide director of TBWA’s Department of the Future. Earlier in her career, she was director of consumer insights and emerging media at ChiatDay and co-founded Cyberdialogue—the world’s first online market research company—in 1992.

Marian sits on the board of directors of the Bob Woodruff Family Foundation (remind.org), which works to assist soldiers with brain injuries, and is an adviser to the Berlin School of Creative Leadership’s M.B.A. program. She frequently appears in print and broadcast media. Her blog, pnintelligentdialogue.com, launched in fall 2008.

Marian is author or coauthor of 15 books on topics ranging from current affairs to the youth market to the commercial workplace. Most recently published are “Next Now: Trends for the Future” (Palgrave Macmillan, 2006) and “The Future of Men: The Rise of the Ubersexual and What He Means for Marketing Today” (Palgrave Macmillan, 2005).Marian has served as a monthly trends columnist for Psychologies (U.K.) and .net (Netherlands). She regularly pens trends and insights columns for Adweek (U.S.) and Marketing Week (U.K.), and has been cited in publications ranging from Advertising Age to the New York Times to Management Today (U.K.).

Marian’s annual trend predictions have appeared in numerous media outlets. CNN garnered the exclusive press launch for broadcast and online distribution of her 2009 forecast. In 2008, she appeared on Fox Business News, served as lead trendspotter for the Associated Press and was featured trendspotter for the Australian Financial Review’s Boss magazine.Marian started her career with a degree from Brown University and a year of graduate study in sociology at Harvard’s School of Arts and Sciences. She soon formed her own youth marketing consultancy, BKG Youth, and then landed a job at the legendary ChiatDay.

Topic: “The Global Negotiator: Making, Managing, and Mending Deals Around the World in the Twenty-First Century” – will also cover negotiating with a foreign buyer

Faculty: Jeswald W. Salacuse, Author, Professor of Law, Tufts University

Professional activities: Chairman, India Fund and Asia Tigers Fund (current); President, International Arbitration Tribunal, World Bank's Centre for Settlement of Investment Disputes (current); Fulbright Distinguished Chair in Comparative Law for Italy (spring 2000); Dean, The Fletcher School of Law and Diplomacy (1986-94); Dean, Southern Methodist University School of Law (1980-86); Advisor on Law and Development, The Ford Foundation; taught at the University of London, University of Trento (Italy), University of Bristol (England), Instituto de Empresa (Spain), Southern Methodist University, Ahmadu Bello University (Nigeria), Ecole Nationale des Ponts et Chaussés (France), National School of Law and Administration (Zaire), the Lebanese University, and University of Khartoum; Associate Director, African Law Center, Columbia Law School; Member, American Law Institute; Member, Council on Foreign Relations; Fellow, American Bar Foundation; Fellow, Institute of Advanced Legal Studies, University of London; Founding President, Association of Professional Schools of International Affairs; Chairman, Institute of Transnational Arbitration; Chairman, Council for International Exchange of Scholars; Member, Steering Committee, Program on Negotiation, Harvard University.

Biography/Curriculum Vitae

Jeswald W. Salacuse is Henry J. Braker Professor of Law at the Fletcher School of Law and Diplomacy, Tufts University, the senior graduate professional school of international relations in the United States. Salacuse served as The Fletcher School's Dean for nine years.

With broad experience in higher education, international development, and legal practice, he specializes in international investment law, international negotiation, international business transactions, and law and development. Professor Salacuse holds a J.D. from Harvard Law School, an A.B. from Hamilton College, and a diploma from the University of Paris. He has been a lecturer in law at Ahmadu Bello University in Nigeria, a lawyer with a Wall Street law firm, a professor of law and director of research at the National School of Administration in the Congo, the Ford Foundation's Middle East advisor on law and development based in Beirut, Lebanon, and later the Foundation's representative in the Sudan.

For six years, he served as Dean of the School of Law of Southern Methodist University. Professor Salacuse has traveled and lectured widely. He has been a Visiting Professor at the University of London, the University of Bristol, the Ecole Nationale des Ponts et Chaussées, Paris, and the Instituto de Empresa, Madrid. In the spring of 2000, he held the Fulbright Distinguished Chair in Comparative Law in Italy.

Salacuse has written numerous books and articles, including Leading Leaders: How to Manage Smart, Talented, Rich, and Powerful People (AMACOM, 2006, selected by The Globe and Mail as one of the ten best business books of 2006),

The Global Negotiator: Making, Managing, and Mending Deals Around the World in the Twenty-First Century (Palgrave Macmillan, 2003, selected as one of the best business books of 2003 by Library Journal);

The Wise Advisor: What Every Professional Should Know About Consulting and Counseling (Praeger, 2000, Chinese edition 2004) Making Global Deals (1991, Houghton Mifflin; paperback edition by Times Books; ten foreign language editions),

International Business Planning: Law and Taxation (six volumes, with W.P. Streng), An Introduction to Law in French-speaking Africa (2 vols.), and Nigerian Family Law. His most recent book is Seven Secrets for Negotiating with Government (2008).

Salacuse has served as the Chairman of the Institute of Transnational Arbitration, Chairman of the Board of the Council for International Exchange of Scholars, President of the International Third World Legal Studies Association, and the founding President of the Association of Professional Schools of International Affairs (APSIA).

A consultant to multinational companies, government agencies, international organizations, universities, foundations and foreign governments, he is a member of the Council on Foreign Relations, the American Law Institute, and the executive committee and faculty of the Program on Negotiation at Harvard Law School.

He is the lead independent director of several mutual funds managed by Legg Mason, chairman of the India Fund and Asia Tigers Fund, and president of an international arbitration tribunal under the auspices of the World Bank’s International Centre for Settlement of Investment Disputes.

Topic: “China as Part of Your Overall Business Strategy: Growing Your Business, Finding Buyers For Your Business”

Faculty: Anita Y. Tang, Managing Director, Royal Roots Global Inc.

Anita’s entrepreneurial spirit and firm belief in networking brought about the establishment of Royal Roots Global Inc. in 1994. Royal Roots is headquartered in Chicago with a liaison office in Washington D.C., and associates in Beijing, Shanghai, Guangzhou and Hong Kong. Focusing on the U.S.-China business space, Royal Roots specializes in formulating and implementing strategies, building and managing networks, and conducting business negotiations. It handled projects in China, England, Hong Kong, Singapore and the United States. The firm also contributes pro bono services to selected educational institutions in both the United States and China.

Anita began to engage in investment activities in early 1980. Since the middle of 1999, she has undertaken various United States-China business projects. Her experience in finance and marketing forms the backbone of Royal Roots’ specialties; and an array of services is offered to help facilitate US-China business activities.

Before establishing Royal Roots Global Inc., Anita started a trading and investment firm in Singapore. She has eight years experience working with four major European banks in Hong Kong, where she was sent for training in Singapore, Japan and France. Anita is a frequent speaker in Illinois’s business and academic communities. She is also regularly interviewed by the press to share her experience in the U.S.-China space, among which are WTTW Channel 11, BusinessPOV, Financial Times, Crain’s Chicago Business, Business 2.0, China Fortune, World News Journal and Xinhua News Agency. She was featured in the October 2008 cover article of the Chinese and Foreign Entrepreneurs magazine, the oldest magazine in China devoted to the entrepreneurial space.

Anita graduated Summa cum Laude from Loyola University Chicago with a BBA in economics. She also earned an MBA from Kellogg School of Management, Northwestern University.

Topic: “Essentials of Business Brokerage: The Why’s & How’s of Using the Right Broker”

Faculty: Andrew Cagnetta, Chairman, International Business Brokers Association, CEO, Transworld Business Brokers

Andy Cagnetta is the CEO of Transworld Business Brokers. Transworld is the number one business brokerage in the State of Florida. They have currently over 90 business brokers in the organizations and have over 1,500 businesses for sale. He first engaged with them in 1995 while looking to buy a company. He was offered a position at Transworld as an agent, became one of the company’s top performers, and eventually bought the company. Andy is the Current Chairman of the International Business Brokers Association (IBBA) headquartered in Chicago IL. This is an international industry association that educates its members and oversees the industry’s governmental interactions. Andy graduated from Lehigh University with a BS Business and Economics.

Topic: Bridging the Value Gap: The Impact of the Owner’s and Market’s Perception of a Business’s Value

Faculty: Mike Nall, Founder, Alliance of Merger & Acquisition Advisors

As an experienced corporate financial advisor with a proven track record as a transaction advisor for privately held companies, Mr. Nall is a published author and recognized speaker on the valuation, growth, and sale of middle market companies. He is the Founder of the Alliance of Merger & Acquisition Advisors®, www.amaaonline.org , a Chicago based professional trade association featuring a resource and development center serving more than 600 independent accountants, attorneys, and business advisors. With the benefit of over 25 years of experience in the industry, he lead the AM&AA development and launch of a “1st of its kind” professional training and credential designation for the independent corporate financial advisory community: “Certified Merger & Acquisition Advisor” (CM&AA)

A licensed and retired CPA, having sold his business over 25 years ago, Mr. Nall holds a Bachelor of Science degree in Business Administration and Accounting, graduating with honors from Eastern Illinois University. He is also an active member in the Association for Corporate Growth, The Family Firm Institute, and the American Institute of Certified Public Accountants.

Topic: “Understanding & Increasing Business Value Through the Use of Business Valuation Software”

Faculty: David Fein, CEO, ValuSource, KeyValueData and Institute of Business Appraisers

David Fein is an entrepreneur, world traveler and adventurer. At 16, he was the second-youngest person ever to set foot on the South Pole. To put himself through college, David started and managed a sailboat charter business, taking on the roles of both CEO and skipper. At the age of 25, and fulfilling a long time dream, he sailed across the Pacific to Tahiti on a 34-foot sailboat. In 1986, after returning from Tahiti, he co-founded ValuSource and became ValuSource’s president. Shortly after starting ValuSource, and together with his wife Michelle, he co-founded Kids Express, an alternative K-9 school which focused on academic excellence, self-awareness, interpersonal communication and personal responsibility.

For over twenty years ValuSource has been the leading provider of business valuation software. Under David’s direction, ValuSource became known for software excellence and solid sales growth. In 1994 David sold ValuSource to the billion dollar international publishing company John Wiley & Sons (JWS).

In 1997 David formed a partnership with the Medical Group Management Association (MGMA) to develop the MGMA’s interactive survey products, and now ValuSource is the leading provider of medical practice benchmarking software.

In 2004 it became clear that ValuSource needed its independence back to continue to prosper and expand so he bought the company back. Once again privately held, ValuSource was in a position to leverage its technology, partnerships, and expertise. In order to enhance both revenue and profit growth and more fully meet the needs of the valuation market, David spearheaded the acquisition of both KeyValueData in 2006 and the Institute of Business Appraisers in 2008. David’s mission is to cultivate both personal and professional excellence through the art of business.

David has a bachelor’s degree in computer science and an MBA.

Topic: “Cycles & Walls in the Private Market”

Faculty: Richard Trottier, Author, Partner, Sundial Partners

Richard Trottier is President of Sundial Partners, Inc. He has over twenty years of experience in advising clients in acquisition, divestiture, mergers, business valuation, strategic planning and turn around planning. He has initiated and closed over 200 transactions in a wide variety of industries. Richard has served as an expert witness in business valuation and fee dispute questions. Richard has owned several businesses, held public office and served on the board of a number of private companies and civic organizations, including the board of directors of the International Association of Mergers and Acquisition Professionals. He has spoken frequently at national industry conventions and published articles of interest to business owners and their advisors.

He is the author of “Winning the Middle Market: How Private Companies Succeed in Today’s Market,” published by John Wiley & Sons 2009. Richard holds a BS and MA from Wayne State University and has completed the course work for a Ph.D.

Topic: Business Valuation: What Drives Value?

Faculty: Mel Abraham, CPA, CVA, ABV, ASA

Mel is a Certified Public Accountant with over two decades of experience as a financial expert, valuation expert and business and success strategist. Mel is a Success Strategy Coach and Master Practitioner in Neuro-Linguistic Strategies. Mel is regularly sought after for consulting and valuation engagements around the country such as family limited partnerships, co-tenant interest valuations, operating businesses as well as various entities. These projects have ranged from small family owned businesses to large $1.7 billion companies.

He has also represented the Internal Revenue Service as their valuation expert in numerous cases and was jointly retained by taxpayer and Internal Revenue Service under the authorization of the U.S. Tax Court to provide a valuation of numerous entities that was be binding on all parties.

Mel is a member of the esteemed National Speakers Association and the recipient of the Certified Speaking Professional designation (less than 10% the speakers who belong to the International Federation for Professional Speakers hold this professional designation and only two other CPAs hold the designation).

A recognized forensic expert witness in business financial issues, he is also a nationally recognized and award-winning speaker addressing professional conferences on a local, state & national level. He provides strategies in risk management, threat management and self protection to clients across the country.

Mel is one of the primary instructors of the NACVA's National Training Team as well as an Adjunct Professor at the University of San Diego Law School.

Mel has been a guest lecturer for Tax Court Judge the Honorable David Laro, at his LLM program at the University of San Diego Law School on valuation issues. Mel has being a featured presenter at numerous State Tax Institutes around the country, Internal Revenue Service Continuing Education Conferences and at the NACVA National Annual Valuation Conferences as well as at the AICPA Annual Business Valuation Conference in 2001 through 2005.

Further, Mel is the recipient of NACVA's 1998 Circle of Light Award (NACVA’s highest instructor distinction), Instructor of Exceptional Distinction (ten consecutive years – 1997 through 2008), 1997 Instructor of the Year Award as well as the 1996 Outstanding Member Award.

Mel was awarded the Volunteer of the Year Award in 2005 by the AICPA and was voted one of the Top 25 CPAs by the San Fernando Valley Business Journal. Mel was the Chairman of the 2003 and 2005 AICPA Valuation Conference.

He (a two-time inductee into the United States Martial Arts Hall of Fame) is the Founder and President of The SAVE Foundation, a non profit charitable organization that provides programs and funding to assist those that have been or may be victims of abuse and violence as well as raise the public awareness to the problem and educate them in prevention.

He is the creator of the much in demand program, Influence, Impact & Impact. This educational program shows you how true value is created in businesses. It helps identify people’s potential as well as blind spots as an entrepreneur and provide an understanding of the traits that “Synergistically Successful” entrepreneurs possess. This dynamic program addresses both “left brain” needs for systems, controls and processes and the “right brain” requirements of relationships, communication, philosophy and cultures.

He has also created or authored numerous articles, seminars, multi-media digital products and books including

A Healthier You, (with Deepak Chopra and Billy Blanks) and Masters on Success, (with Ken Blanchard, Jack Canfield and John Christensen). His authoritative book, Valuation Issues and Case Law Update—A Reference Guide, has been released in a 5th edition.

Recently, he was coauthor of the business valuation industry’s best selling book, Financial Valuation: Applications and Models, released by John Wiley & Sons, Inc. He is also the creator of various multi-media digital educational programs including the industry’s best-selling course - Family Limited Partnerships – Self Study Course found on www.ValuationEducation.com

Topic: “Retiring Abroad”

Faculty: Winton Churchill, Author, Barefoot Consulting

Winton Churchill

In addition to consulting, Winton has written and lectured on a broad range of information technology and Internet sales and marketing topics. His opinions are frequently quoted in a variety of publications including The Wall Street Journal, Entrepreneur Magazine, Marketing Sherpa, Inc. Magazine, SoftwareCEO, Sales & Marketing Management and a number of industry related business, Internet and software related publications. He is the author of “Email Marketing for Complex Sales Cycles” (Morgan James Publishing).

Prior to the founding of his own firm, Winton has been involved in a variety of senior sales, marketing and management roles for, Apple Computer, Oracle Corporation, Spinnaker, Contact Software (ACT!), Sun Microsystems, Legato Systems, and Netfish Technologies (now IONA). Winton is Past President of the South Bay Association of Chambers of Commerce. The SBACC serves 18 Chambers and more than 53,000 businesses in coastal Southern California.

Topic: “Climbing Everest: Achieving Your Dreams in the Second Half of Life”

Faculty: Werner Berger, Oldest North American to summit Everest, President, Strategic Results International

On May 22nd, 2007 at 8.08 am Nepalese-time Werner Berger realized his dream and stood on top of the world, the summit of Mount Everest. Werner is the oldest North American to have stood atop the summit of Mt. Everest, and the fourth oldest person in the world to have accomplished this feat. Werner is also the oldest North American to have completed the 'Seven Summits'….the highest point on the seven continents. His secret: enjoy a balanced life - and especially your occupation. Werner Berger returned to North America on June 3, 2007 and was interviewed by Matt Lauer on The Today Show on Monday, June 4th.

Werner Berger is founder and president of Strategic Results International, a consulting firm dedicated to transforming corporations into opportunities of unprecedented fulfillment and success. His processes focus on co-creating vibrant workplaces in which employees pride themselves for creativity and high performance. Clearly, this translates into high moral, lower stress, less sick leave and a distinct competitive advantage. Uniqueness counts and this is exactly what Berger brings to clients around the world.

Few other individuals can bring the vitality of his high altitude climbing experience into their corporate consulting, development and trainings. Berger's unique perspective allows his participants to see the larger picture of what it means to stand at the foothill and to propel themselves to the top....

Topic: “Increasing Work & Transition Effectiveness Via Achieving Life Balance”

Faculty: Alan Davidson, Author, Founder, Through Your Body

Alan Davidson is known as the “Body Breakthroughs Coach.” He has been a Licensed Massage Therapist for Twenty-One years and taught massage for ten of them. His book, Body Brilliance: Mastering Your Five Vital Intelligences, is a #1 selling Health and Wellness book and winner of two 2007 National Book-of-the-Year Awards. He has a BS degree with an emphasis on psychology, sociology, philosophy, and religion. He has taught personal development and transformation for the past seventeen years, including massage, body awareness, yoga, meditation, tai chi, and Nia (Body-Mind-Spirit Dance movement).

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Topics 

• “11 Tips to Prepare Your Business For Sale”

• “Making a Merger Work”

Your Event Host: Marian Cook

Marian Cook is a recognized and highly sought after business and civic leader well known among family businesses and large corporations for her ability to laser in on what provides business value and how to improve it. Ms. Cook is President and Chief Executive Officer of Business Transitions Experts, a management and technology consulting firm specializing in business optimization, value enhancement and transition.

For 25 years, she has been a trusted advisor to hundreds of business owners and executives worldwide. She is lauded for providing advice and in-house executive education that is practical, powerful and takes into account the real-world complexities of businesses of all sizes.

She started her career with family businesses at IBM as a manufacturing industry Systems Engineer, and moved into the professional services division. Throughout her career at IBM, she won awards for outstanding work on business and systems performance and process improvement, and business strategy.

From there she moved to consulting and leadership positions in other firms before starting her own in 2001. She personally leads leadership development forums for corporate executives and business owners, as well as consults on operational and organizational improvements, and business growth, succession and exit strategy.

An active speaker and writer, her insights have been captured as the coauthor of Selling Your Business for More: Maximizing Returns for You, Your Family and the Business (Macmillan). In this book, she teaches business owners to improve the value and transferability of their businesses, and plan to move to the next phase of their life through the sale of their business.

Anyone who has worked to sell a company knows how important it is to realize the full worth of the transaction, financially, psychologically, and with an eye towards the future. Selling Your Business for More is a holistic and values based approach to selling a business that gives the family business owner a unique personal and professional perspective of the sales cycle. It focuses on the entire process of how to sell a business--before, during and after--ensuring that the seller and the family reap the rewards from the change in ownership.

Click here to order the Selling Your Business For More Telesummit