VISTAGE SPEAKING ENGAGEMENTS

For CEO, SB, and KEY Groups

SPEAKING TOPICS FOR CE AND SB GROUPS

Keeping More of What You Earn

Financial and Tax Efficiencies for Business Owners

Oftentimes successful business owners notice their company generates more tax liability than net income. This session explores several often-overlooked yet proven strategies for taking money that might have otherwise been lost to taxes, and instead directing it to grow the business. Better yet, we’ll introduce strategies to direct the money to the owner’s net worth and protected balance sheet.


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The Seven Cash Drivers

Unlocking Peak Financial Performance

Arm yourself and your members to aim at what financially matters most in their companies. Business leaders count on the business for their financial future, but do they know the cash drivers that directly impact profits and enterprise value? In this session, we will teach:

  • The Seven Fundamental Cash Drivers
  • How to pinpoint business issues and provide actionable insights for your members
  • How understanding key cash drivers can impact company performance this year, next year, and beyond

We’ll share actionable strategies you can take and use immediately with your groups.


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Personal Financial Strategies for Owners

Advanced Financial Strategies and Asset Protection

Do business owners really want what took us decades to build up, to be vulnerable to a single lawsuit or creditor? How do we manage our wealth, not just account by account, but rather with an eye on the risk adjusted returns of all our assets? When we approach our estate, how do we get what we want to who we want without paying significant taxes, while still having satisfactory strings of control? This session looks at several advanced approaches to solving these inquiries.


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Maximizing Enterprise Value and the Sale of Your Business

Most owners are counting on the one-time sale of their business to produce their financial future. Fewer may be aware of how they can extract value all along the way, building annual practices that leave the business in a more valuable state for sale. We’ll discuss:

  • Accessing value through debt financing and strategies for lowering your cost of capital
  • Tax efficiencies for accessing value all along the way
  • Maximizing enterprise value for a near-term sale
  • Structuring your ownership, pre-sale, to keep as much as possible

We’ll also share what factors most increase and impair your company’s transferable value in the eyes of investors, including:

  • Quantitative: the seven cash drivers that accelerate value
  • Qualitative: seven risk drivers that discount value
  • Strategic: positioning the company for amplification through partnerships and investors

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Advanced Charitable Strategies

Significant Tax Efficiencies While Making an Impact

Most people are aware that the IRS provides deductions for charitable gifts given in the tax year. Fewer are aware of more advanced charitable tax code that allows for even greater tax impact. Such strategies include the ability to offset current ordinary income, capital gains, and potentially even eliminate estate taxes. In this session, we will share specific examples of strategies including: alternatives to a 1031 exchange, corporate charitable strategies for transition and tax efficiencies, and offsets for current year tax liabilities with future planned gifting approaches.


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SPEAKING TOPICS FOR KEY GROUPS

Thinking Like the Owner

Financial Strategies for Making Yourself Invaluable

As a key person in the company, perhaps you are looking to be considered for partner/owner some day, or for advancing your role, responsibilities, and income over time. “Thinking Like the Owner” produces mindsets and strategies that are aimed at increasing returns on all the key capital structures of the business, increasing enterprise value, innovating marginal utilities, and creating opportunities for you to take new territory and step in and lead. This session shares economic and financial distinctions, principles, and practices that allow professionals to take their careers in the company to another level by thinking like the owner.

Personal Financial Strategies for Executives

Executives and professionals who are counting on their career earnings as the key component of their retirement income need to ask two questions. First, “How much will be enough to be financially sufficient for the rest of my life?” and second, “How do I create a plan of action to achieve that?” Starting to plan early and making changes all along the way will provide far more options and higher likelihood of success than scrambling as retirement nears.

The Seven Cash Drivers

Unlocking Peak Financial Performance

Arm yourself and your members to aim at what financially matters most in their companies. Business leaders count on the business for their financial future, but do they know the cash drivers that directly impact profits and enterprise value? In this session, we will teach:

  • The Seven Fundamental Cash Drivers
  • How to pinpoint business issues and provide actionable insights for your members
  • How understanding key cash drivers can impact company performance this year, next year, and beyond

We’ll share actionable strategies you can take and use immediately with your groups.


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ABOUT THE SPEAKERS

ERIC MCDERMOTT

MANAGING PARTNER
CFP® ChFC® CLU®
Pacific Advisors

Eric McDermott is a managing equity partner of Pacific Advisors, a financial services firm with over 46,000 clients and more than 200 financial advisors, specialists and staff. The firm works with over 10,000 business owner clients and has in excess of $2.5 Billion in assets under administration.

He leads the Advanced Financial Strategies Team, new initiatives, operational strategy, and enterprise marketing. As a Financial Advisor he holds multiple advanced designations, including CFP®, ChFC®, and CLU®, and focuses on connecting business leaders with strategies to protect and grow their business, net worth and estate. An entrepreneur at heart, Eric uses his more than 20 years of innovation and marketing capability as a partner in several additional enterprises as well.

As a public speaker, Eric is sought after on topics inside and outside his industry. Recent events include speaking from mainstage to thousands of business leaders on changing the industry for "What's Next," as well as international speaking events in Bangkok and Taipei.

Eric also speaks for associations outside the financial services industry sharing competitive strategies for a rapidly changing marketplace. Some of his speaking includes frequent presentations across the country to business owner and CEO groups on financial strategies for earning more and keeping more. He has a special passion for presenting to non-profits on advanced planned giving strategies for attracting more frequent and larger donors to worthwhile causes.

KELLY KIDWELL

Chief Executive Officer
CFP® ChFC® CLU®
Pacific Advisors

Kelly Kidwell is the CEO of Pacific Advisors, a West Coast-based financial services firm which he founded in 1993, specializing in serving the small business community. He is a frequent lecturer for small business owners and allied professionals throughout the country.

Today, Pacific Advisors has grown to one of Guardian Life’s largest agencies in the country with more than 200 staff & advisors and 3000 active brokers, more than 10,000 small business clients, 60,000 policy holders, $15.2 Billion of Life Insurance in force, and over $2.9 Billion of Assets Administered.

A resident of Claremont, California, Kelly and his wife, Cristy, have 4 children and 3 grandchildren (as of September 2018 ). Kelly is also a private pilot who enjoys taking his family on a variety of weekend adventures.

Kelly has been a member of Vistage since 2012.

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