Partnering for Business Success
How to make the most of the relationships with key advisors
Our Speakers:
Sean T Boyd: CPA, CFP, CVA. His three professional designations; CPA (Certified Public Accountant), CFP (Certified Financial Planner), and CVA (Certified Valuation Analyst) place him in a professional category that less than 1% of all U.S. CPAs have achieved. He is one of California's most highly regarded and sought after CPAs, specializing in small business and real estate taxation, with plenty of client testimonials to speak to this. His 20+ years of experience include: • CFO for a company where he took them from $8 million in sales to $20 million in an 18-month period • Hand selected to help an “A List” movie star through bankruptcy; • Court appointed receiver for multi-million-dollar corporation • Managed five-million-dollar real estate portfolio in three states • Former Trustee for million-dollar non-profit • Working with hundreds of small business owner’s following his “tax strategy and wealth maximization” techniques. Sean graduated from George Mason University with a dual major in finance and accounting. After working for the largest Washington DC based CPA firm, he moved to South Lake Tahoe in 1999 to be a glorified ski bum, however, his career followed him and he developed and refined his client niche between powder days. While in Tahoe he was the assistant mogul coach for Heavenly Valley Ski Foundation's freestyle team and has coached and developed three athletes to the U.S. Ski Team. He is married to Andrea Boyd and they have been married since July 2004. He has been told on more than one occasion that he married up for his ability. Together, Sean and Andrea teach a 13 week class on finances called Money Metamorphosis. Their two boys, Jeremy and Josh, are normally pool side during the summer and racing down the slopes in the winter, Sean could not be any happier than when he is with his family and can be seen taking evening walks with them during what he calls “life’s perfect time”. His key to success … applied knowledge is power.
Sam Swenson: is an attorney who works with small business owners to create business entities, protect business and personal assets, and execute business strategies. Sam loves what he does because he believes in families and believes all small businesses are family businesses. Sam has worked with hundreds of clients in organizing their business entities and in structuring their business practices to avoid unnecessary exposure to liability. Sam also drafts estate plans for business owners with an emphasis on effectuating efficient business succession and wealth preservation. Sam has been admitted to practice in the state of California since 2009. Prior to practicing law, Sam was a school teacher at Hon Wen Jr./Sr. High School in
Fengyuan, Taiwan. Sam received his J.D. from the University of the Pacific, McGeorge School of Law and holds a B.A. in Engli
Shannon Mitchell: A client of mine reached out regarding some financing that was needed. Upon further discuss, the client shared that he was in the process of cleaning up his bookkeeping, needing to hire someone to oversee his business financials, and also wanted to purchase a new vehicle. I connected the client with Sean regarding his services and moved forward with the loan request. The application was unfortunately declined upon submission due to credit, but with authorization from the client, I spoke with Sean about the credit challenges, which primarily came from high revolving balances on credit cards as well as some small medical collections that had not been cleaned up. I was also able to set the client up with an additional online banking platform that gave Sean view-only access to the business account through online banking for bookkeeping purposes. Over the next 6 months, Sean worked with the client to oversee the financials as well as assisted with cleaning up the previous credit issues. Sean then referred the client back to me for the auto loan, which was approved.
Register here:
https://necsbdc.ecenterdirect.com/events/14046
Our Speakers:
Sean T Boyd: CPA, CFP, CVA. His three professional designations; CPA (Certified Public Accountant), CFP (Certified Financial Planner), and CVA (Certified Valuation Analyst) place him in a professional category that less than 1% of all U.S. CPAs have achieved. He is one of California's most highly regarded and sought after CPAs, specializing in small business and real estate taxation, with plenty of client testimonials to speak to this. His 20+ years of experience include: • CFO for a company where he took them from $8 million in sales to $20 million in an 18-month period • Hand selected to help an “A List” movie star through bankruptcy; • Court appointed receiver for multi-million-dollar corporation • Managed five-million-dollar real estate portfolio in three states • Former Trustee for million-dollar non-profit • Working with hundreds of small business owner’s following his “tax strategy and wealth maximization” techniques. Sean graduated from George Mason University with a dual major in finance and accounting. After working for the largest Washington DC based CPA firm, he moved to South Lake Tahoe in 1999 to be a glorified ski bum, however, his career followed him and he developed and refined his client niche between powder days. While in Tahoe he was the assistant mogul coach for Heavenly Valley Ski Foundation's freestyle team and has coached and developed three athletes to the U.S. Ski Team. He is married to Andrea Boyd and they have been married since July 2004. He has been told on more than one occasion that he married up for his ability. Together, Sean and Andrea teach a 13 week class on finances called Money Metamorphosis. Their two boys, Jeremy and Josh, are normally pool side during the summer and racing down the slopes in the winter, Sean could not be any happier than when he is with his family and can be seen taking evening walks with them during what he calls “life’s perfect time”. His key to success … applied knowledge is power.
Sam Swenson: is an attorney who works with small business owners to create business entities, protect business and personal assets, and execute business strategies. Sam loves what he does because he believes in families and believes all small businesses are family businesses. Sam has worked with hundreds of clients in organizing their business entities and in structuring their business practices to avoid unnecessary exposure to liability. Sam also drafts estate plans for business owners with an emphasis on effectuating efficient business succession and wealth preservation. Sam has been admitted to practice in the state of California since 2009. Prior to practicing law, Sam was a school teacher at Hon Wen Jr./Sr. High School in
Fengyuan, Taiwan. Sam received his J.D. from the University of the Pacific, McGeorge School of Law and holds a B.A. in Engli
Shannon Mitchell: A client of mine reached out regarding some financing that was needed. Upon further discuss, the client shared that he was in the process of cleaning up his bookkeeping, needing to hire someone to oversee his business financials, and also wanted to purchase a new vehicle. I connected the client with Sean regarding his services and moved forward with the loan request. The application was unfortunately declined upon submission due to credit, but with authorization from the client, I spoke with Sean about the credit challenges, which primarily came from high revolving balances on credit cards as well as some small medical collections that had not been cleaned up. I was also able to set the client up with an additional online banking platform that gave Sean view-only access to the business account through online banking for bookkeeping purposes. Over the next 6 months, Sean worked with the client to oversee the financials as well as assisted with cleaning up the previous credit issues. Sean then referred the client back to me for the auto loan, which was approved.
Register here:
https://necsbdc.ecenterdirect.com/events/14046
Partnering for Business Success
Date and Time
Thursday Dec 7, 2017
10:00 AM - 12:00 PM PST
December 7th from 10:00am-12:00pm
Fees/Admission
No cost
Contact Information
Jessica Weeks
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