The Business Owners Dilemma for Ownership Succession Planning.

Norm has over 30 year of experience working with business solving their dilemmas in planning for the contingencies of business succession and transition. Through his invaluable experiences on all sides of these transactions he can provide guidance to navigate these often emotional situations. Through his stories and anecdotes he relates stories of colorful entrepreneurs, community business leaders, and their success and failures in solving the problems.

Some of these varied dilemmas are:

How do I treat all my children equally if they are not all active in the business?
I like my business partner but I really haven't thought hard that if my partner dies, my new business partner would be their spouse or worse their spouse's attorney!
How do I take care of my employees if I have no family interested in continuing the business?
How do I make this asset liquid?

Wealth Management in the New Economy.

Norm describes his successes and failures and the struggle between Wall Street research and academic research. He uses his personal experience with humor and compelling data to de-bunk what we hear from the popular press about the creation, management, and transfer of wealth. Norm's speech answers the following questions;

Why do most professional money managers underperform the market?
What does academic research reveal about the true nature of the market?
What Wall Street doesn't want you to know?
What worked and didn't work in the financial crisis?
Why does the financial press assure investor failure?