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Webinars



Webinar Replay | 5.25.21

"What You Need to Know About Buying or Selling a Business in a COVID Economy" 



Financial planning done before and after the sale of your business is critical to a successful transition! In this replay of our recent webinar, “What You Need to Know About Buying or Selling a Business in a COVID Economy,” Larry Heller CFP®’s discussion with expert guests Lee Schwartz Esq. & Albert Hakim,CM&AA, highlighted some important factors to keep in mind.

Click the video above to watch the full replay!

In this webinar, we discussed the following:

  • How has COVID changed the buying & selling environment?  

  • What are the initial legal issues to consider during the sale or purchase of your business? 

  • What are the key considerations for buyers and for sellers? 

  • How do I protect my confidential information and trade secrets in connection with selling my business? 

  • A sale can be structured as a stock sale or asset sale. What is the difference between the two? What are the advantages and disadvantages of each?  

  • Are there red flags or mistakes to avoid?

At Heller Wealth Management, we recommend having a team in place when looking to sell your business. This includes a corporate attorney, business advisor, accountant and financial planner. They should all have experience working with business owners that have sold their practices.



Divorce Webinar Replay | 11.10.20

In this webinar, you will learn 10 critical financial steps to take now that you’re divorced. If you would like access to this exclusive webinar recording hosted by our President, Larry Heller, CFP®, please click here.



Retirement Webinar Replay | 12.18.20

Are you looking to retire post-pandemic? There's no doubt that these are uncertain times with the way the world has changed due to COVID. In this webinar, Larry Heller, CFP®, President of Heller Wealth Management, discusses the "new retirement" and asks necessary questions you may not have thought of while planning for your retirement:

  • Has your thinking changed on what your retirement will look like?
  • Have you adjusted what is important to you in your life?
  • Thinking about an early retirement? 

If you would like access to this exclusive webinar recording hosted by our President, Larry Heller, CFP®, please click here.

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