Meetings and Agendas

Monetizing Your Book

 
Fundamental Questions
Priorities/Focus
History Lessons
New Math on Reps Books
Future Choices
Helpers – Tax, Legal, Industry
What I Have Learned So Far
Final Notes
Where Do We Go from Here?

Listening to Monetizers and Legal Experts

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Right place, right time

Rule of 250

Collaboration, cooperation, creativity

What’s in it for you

Timelines

The Farmer’s Cooperative Model
Connectivity

Listening to Financial Industry Executives, Legal Experts, andPrivate Equity

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Opportunity is Everywhere

Why are you doing this?
Read, Think, Plan, Talk then Act

Timelines & The Ramp

Understanding the Math

Expand the Circle

Studying, Analyzing and Understanding Reps Business Valuations

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Developments and Monetizing Contacts

Interviewing potential broker/investment banker candidates

Reps Talking to Reps Network Follow Through
Update on Valuations

Studying, Analyzing, and Understanding the Reps Business Valuation 

Listening to Monetizers, Legal Wisdom from the Reps Point of View

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Moving Forward
Business Broker Interviews
Monetizers Interviews
Blackrock 10 Year
Calendar Timeline
Legal Knowledge, Wisdom, and Insight

Title and Agenda to be announced