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There are a number of Proprietary Financial Programs, Products & Services the Organization and Principals Invented or Developed, including the refining of Public Domain items in unique ways.
To Protect Trade Secrets and IP each enquirer completes a Non-Disclosure Non-Compete Agreement in order to be shown limited details of our various services and programs. (That does not entitle them to training programs or detailed mechanics.)
Once trained and licensed an elite team of financial professionals will be able to build their own highly lucrative businesses within our group
And benefit from opportunities to aggregate earnings. Deriving higher multiples on sale of their business than what could be achieved without any affiliations.
Investment Performance, Tax & Marketing Strategies, Results of Divestures, and Cash Flow Generation are able to be significantly enhanced by our diverse group of Professionals and Technical Experts;
- Special Structuring,
- Cutting Edge Financial Planning & Engineering,
- Tax Management
- selection of the appropriate programs to suit particular clients,
- tailored to individual circumstances, and wishes.
In most instances Profit Sharing Arrangements with Clients on a results basis are preferred to fees – although at times industry standard fees may apply.
Information released to date is an introduction to what can be achieved by those in the know. The mechanics page and video outlines the various knowledge bases you must have mastered.
Only particular types of individuals have a ghost of a chance of grasping the structuring and mechanics of the program without formal training – The detailed inner workings of the intellectual property are reserved for genuine business partners whom I am looking for. Suitably qualified individuals are likely to be financial planners and accountants with business skills.
To understand the workings of a sophisticated financial program you must have a good grasp of Economics, the tax system, arbitrage opportunities stemming from tax differentials of different income levels, Income Tax, Capital Gains Tax, Tax Deferral & Sheltering in Retirement Funds, Corporate income tax of businesses compared against salaried wage earners who are hit with income tax, state & local tax,, and FICA. You will also need a good grasp of leverage, retirement planning & remuneration planning.,.;and a lot more.
Training is continuous and sequential. The instruction programs proceed in stages.
On completion of each stage and subject to you achieving a sufficient level of competence necessary to provide services to clients you may enrol in one more course.
While certain core subjects must be taken there are a number of electives you may select to suit the style of business and specific services in which you wish to specialize.
Managers must develop a broader and more in depth knowledge of a range of services and systems
To Protect Trade Secrets and IP each enquirer completes a Non-Disclosure Non-Compete Agreement in order to be given details of various services and programs. (That does not entitle them to training programs or detailed mechanics.)
A major objective of our Organization is to translate income in to Capital and Cash Flows for redirection in to Acquisitions and Busines s Development.
And to optimize realized profits tax effectively – selling acquisitions after development for much higher earnings multiples essentially as tax free Capital Gains.