Financial Balance

PROGRAM DESCRIPTION	ESTIMATED PROGRAM LENGTH	PROGRAM CONTENT

Financial Balance	6 to 8 hours
As a privately held business owner you often time hire family members. The purpose of this program is to assist each member in developing a formal business relationship with family members in a business setting. Weber · OBrien Ltd., as part of our financial advisory role, is involved in many family businesses. We recognize it is the dream of most parents, including ourselves, to see the business transfer to the children. We have seen success and failure in this matter and have prepared this program to identify key issues, which we believe can help you and your family in this process.

Choice of Entity	2 to 4 hours	Choice of Entity

Financial Planning	2 to 4 hours	Financial Planning

Creating a Working Business Plan	2 to 4 hours	Working Business Plan

Family Business Planning	2 to 4 hours	Family Business Planning

Understanding Financial Statements	2 to 4 hours	Understanding Financial Statements

Fire Your Accountant	2 to 4 hours	Fire Your Accountant

Compensation Plans	2 to 4 hours	Compensation Plans

Planning Opportunities	6 to 8 hours	Planning Opportunities