Broker Check
Bruce Graev Financial Associates

Office:
 

4536 Tamarind Way
Naples, FL 34119

 

Phone:
Email:
 Fax:

239.231.2163
bruce.graev@lpl.com

239.231.2485

Succession Planning Resources


Books

Get Out Alive! By David Cunningham and Bruce Graev is a “Crash Course” in business exit strategies.

Secure your copy....

                   

© Copyright 2015 by The Damer Group LLC, dba Eighty20Books.


Workshops

Get Out Alive© Workshop

Our GET OUT ALIVE! © workshop examines entertaining video vignettes dramatizing a critical financial myth or mistake in business exit planning.

 

“There’s plenty of time for that.”


A business owner’s daughter is concerned that her succession in the business

has not been solidified. Her dad thinks there’s plenty of time for that.












© Selling Technologies LLC                       

 

                                                   


©   2015  Bruce Graev Financial Associates

The GET OUT ALIVE!© Workbook is a companion to our workshop and provides a vehicle for each participant to evaluate their own situation to make informed decisions.


 

To inquire about attending a workshop or scheduling one for your company, use the CONTACT US tab.

 


Business of Medicine© Workshop


The Business of Medicine® workshop uses entertaining video vignettes to emphasize financial mistakes physicians and other medical professionals may make without even realizing it

 

 

“They didn’t teach that in medical school.”




Two physicians discuss changes in the business

aspects of running a medical practice with reduced

reimbursements, longer hours, etc. They never studied

the business of medicine in medical school.

 

 

© Selling Technologies LLC

The Business of Medicine® Workbook is a companion to our
 workshop and provides a vehicle for each participant to evaluate their own situation to make informed decisions.


                                                

 

To inquire about attending a workshop or scheduling one for your company, use the CONTACT US ta

 

Business Killers© Workshop

The Business Killers ® workshop uses entertaining video vignettes to emphasize financial myths and mistakes business owners may make kill their business and impair their personal wealth.

 

“He just didn’t get around to it.”



The family lawyer meets with Larry’s widow and two children to sort

out the mess resulting from his failure to plan for

business succession and unexpected events.

 



 








© Selling Technologies LLC


The Business Killers ® Risk Barometer is a companion to our workshop and provides a vehicle for each participant to evaluate their risk in ignoring potential mistakes..


                                                 



To inquire about attending a workshop or scheduling one for your company, use the CONTACT US tab.


 
Our workshop uses entertaining video vignettes to emphasize financial mistakes physicians and other medical professionals may make without even realizing it  is a companion to our workshop and provides a vehicle for each participant to evaluate their own situation to make informed decisions.