IMC NCR: Legal and Financial Decisions For Consultants

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IMC Calendar of Events

11/10/2011

When:	11/10/2011 5:30 to 8:30 pm (networking at 5:30 pm, dinner at 6:30 pm)
Where:	Melrose Hotel 2430 Pennsylvania Avenue NW Washington, DC 20037
Contact:	Richard E. Ziegler

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Risks and Rewards for Your Consulting
Practice: Legal and Financial Decisions You Must Control

An Evening With Don Lord and
Daniel Krakower

Operating a small, professional-services firm is fraught with risk and opportunity. Choices you make now can have major downstream effects that leave you either very glad or very sad about your decisions.

The form of business organization you choose, your retirement strategies, your relationships with clients, employees, partners and teams, all can increase or diminish your competitive strength, capability and opportunities. These decisions involve complex legal issues and financial concerns not always immediately obvious. Taking fully informed, careful action is especially important to your kind of business and the only winning strategy.

IMC/NCR presents an interactive panel discussion with two subject matter experts you’ll appreciate: a business attorney with special expertise to help you avoid, solve and manage legal issues especially relevant to small professional service firms, and a fee-only financial advisor whose firm brings small firms and their owners the quality of financial analysis and guidance traditionally available only to large companies and the super-wealthy.

Topics for discussion will be drawn in part from ideas you raised at our October Buzz Session, plus questions you raise at the meeting, like:

How best to protect your most valuable assets, and manage your most critical risks;
*Essential, and often overlooked, elements of contracts and agreements with clients, subcontractors and teaming partners
Considerations in attracting, taking on, and managing financial partners and investors;
Growth, exit and retirement planning – the long term, strategic view.

Join us November 10 and together we'll get smarter!

The Moderator for our panel is Eric Thomas, CMC, PMP. Eric is a proven leader, excellent communicator, and fact-based problem solver, with strong business development and client relationship management skills. He also serves as Certification Chair and Treasurer for our chapter

About Our Speakers:

Donald P. Lord is a senior financial advisor with The Family Firm, Inc., a fee-only financial planning and investment management firm in suburban Washington, DC. Don’s expertise provides clients with guidance on personal financial matters including retirement planning, portfolio distribution planning, asset protection planning, new career or retirement transitions and education planning. Don’s approach combines ongoing investment management with sound financial planning strategies.

Don is a Certified Financial Planner (CPF) certificant and a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Advisor. He holds a Bachelor of Science degree in Business Management with honors from Hampton University in Virginia.

Daniel S. Krakower has spent his entire 20+ year career as a business lawyer at Shulman Rogers. He negotiates and documents many forms of business transactions, including, mergers and acquisitions, debt and equity financings, joint ventures, strategic partnering, and the development, protection and exploitation of technology and proprietary rights. He also advises individuals and businesses on entity formation and structuring issues and business planning matters.

Mr. Krakower’s substantial business transaction experience includes several mergers and acquisitions having transaction values ranging from $10 million to in excess of $100 million, numerous private placement equity financings in excess of $5 million, and joint venture development projects in excess of $150 million.

Mr. Krakower often serves businesses in a "general counsel” type role which allows him to not only react to legal issues that may arise, but to also be proactive in helping the business avoid potential legal issues. From his service as a volunteer board member and general counsel to various charitable organizations in the Montgomery County, Maryland community whose missions include the prevention of alcohol and substance abuse, and the promotion of health and wellness, Mr. Krakower has also gained substantial experience in tax-exempt organization law.

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