Video Library Playlists

Business Valuation  (7)

This series of videos covers the following topics:

  • Business Valuation: An Introduction
  • Business Valuation: The Income Approach
  • Business Valuation: The Market Approach
  • Business Valuation: The Asset Approach
  • Business Valuation: Phases 1 & 2
  • Busines Valuation: Phase 3
  • Business Valuation: The Process
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Workers’ Comp (6)

This series of videos covers the following topics:

  • Mike Murrah of BCG Insurance Services: An Introduction
  • Employer’s Protocol for Injured Workers
  • Worker’s Comp: Policies and Procedures
  • Worker’s Comp Insurance Policy
  • Workplace Safety & Injury Related Costs
  • Workplace Injuries Employer and Employee
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Business Risk Prevention (7)

This series of videos covers the following topics:

  • Tim Santoni Of Santoni Investigations: An Introduction
  • Conduct Background Checks on Employees, Vendors & Suppliers
  • Reducing Workers’ Comp Claims
  • Auditing Your Supply Chain
  • Preventing Mistakes with IT
  • Avoiding IT Risk with Exiting Employees
  • Tim Santoni of Santoni Investigations: Concluding Comments
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Business Exit Planning (8)

This series of videos covers the following topics:

  • Are You Ready To Sell? Reasons to Exit
  • Problems Caused by Not Planning
  • Common Exit Strategies : Family Transfers
  • Transition Teams & Buyer Types 1
  • Operational Value Drivers
  • Strategic and Market Structure Value Drivers
  • Value Driver Trends
  • Value Migration & Obtaining Optimum Value
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Long Term Care (10)

This series of videos covers the following topics:

  • Donene: Caring for Mom
  • Donene: Caring for Mom – Consequences
  • Melody Rogers: Actress, Author, Realtor, Wife – Caregiver
  • Designing Financial Solutions, Inc. Introduces Bob Clark
  • Designing Financial Solutions and Bob Clark discuss The Impact Of Long Term Care
  • Long Term Care: Designing Your Plan
  • Bob Clark on Long Term Care Medical Insurance, Medicare & MediCal
  • Long Term Care Effect On Employers & Solutions
  • A Business Multi Life Long Term Care Program
  • Long Term Care: The Effect on Women Care Givers
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Business Succession Planning (8)

This series of videos covers the following topics:

  • The Need for a Business Succession Agreement
  • Create and Implement a Business Succession Plan
  • The Buy Sell Agreement
  • The Buy Sell Advantages to All Concerned
  • Business Valuation & Fair Market Value
  • C & S Corporations & The Buy Sell Agreement
  • The Cross Purchase & Wait and See with a Buy Sell Agreement
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Personal Finance (6)

This series of videos covers the following topics:

  • Financial Integration and Protection
  • The Need for Disability Insurance
  • Disability Insurance
  • Reasons for Life Insurance
  • What type of Life Insurance is Best
  • Liability Insurance, Wills and Trusts
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