Tag Archives: webinar

Succession Planning for Shop Owners

Succession Planning for Shop Owners

In this Shop Owner Success Webinar, host Jimmy Lea was joined by Cecil Bullard, founder of the Institute for Automotive Business Excellence and Seth Thorson, owner of Eurotech Auto in Minneapolis, MN. to talk about some of the basics of Succession Planning that all shop owners should know.      Our panelists get into a  discussion about how to establish an exit strategy for retirement which includes a succession plan, transferring ownership of the business, and paying taxes.  They share first-hand experience about how to change business ownership either by selling, closing, or handing the business to successors. 

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Estate Planning for Shop Owners

Estate Planning for Shop Owners

In this webinar Jimmy Lea and estate planning specialist Daniela Lungu for an in-depth introduction into estate planning for shop owners.  You will find out what documents are required and how to use Revocable Living Trusts to avoid Estate Taxes and Probate.  You will find out how to use Advance Health Care Directives and Durable Power of Attorney to avoid Conservatorships. And, you will learn about how to effectively protect your family, your business, and your estate.  Learn how to effectively use trusts to keep the court out of your family and your business. About Daniela Lungu Daniela Lungu, founder of the Law Offices of Daniela Lungu, devotes her law practice to asset protection through estate and business planning. Ms. Lungu’s goal is to provide the people of the Bay Area and California with the highest quality, and most personalized legal services possible. Her attention to detail and a high level of communication with her clientele distin ... read more

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