How to Avoid Bank Hassles as an LLC or Corporation

I’ll be brief.  I just want to quickly share a story that happened to a client of mine last week that could help you avoid lots of unnecessary hassles. A corporate client called last week to report that he had had an unpleasant encounter at a bank with one of those rude bank employees who seem to think that their mission is to make customers’ lives difficult with paperwork.   What was the issue? Our client had..

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At the Summit

Michael Gerber, author of E-Myth Revisited and a genius in solving business problems, meet with E. David Smith, the leading counsel in solving complex legal matters for smart business people. Michael Gerber and E. David Smith met at the LTB Summit on September 5th 2017. David was nominated for the Leadership Award on that event.

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LTB Summit

I had so much fun meeting other successful business owners at the LTB summit yesterday. It was a big honor to be nominated for the leadership award. Thank you MICHAEL E. GERBER, MIKE MICHALOWICZ, MENY HOFFMAN, CHRIS HOGAN, MARK HOROWITZ and CHARLIE HARARY for sharing your wisdom with us.

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How to Pursue Fraudulent Debtors: Denial and Revocation of Bankruptcy Discharge Under Section 727

What do you do when a debtor owes you money, files for bankruptcy and you know they are fraudulent and hiding money? What happens if you discover the fraud after the debtor receives a discharge? Section 727(a) of the Bankruptcy Code enumerates grounds for denial of discharge, and Section 727(d) provides for the revocation of..

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The Importance of Balancing Your Time Between Work and Family

July 24, 2017 | posted in: Business Issues, Lighter Side | by

Have you ever discovered something so surprising, so counterintuitive, so startling and new that it changed your whole attitude towards life? As a dad with nine kids, I always felt stuck, like I had no choice: I had to work as much as possible to support my family. Usually, that meant working until 7:30 p.m.,..

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Three Legal Fixes For Your Business That Will Save Problems Later

When building your business and your future, you need to make decisions that will take you where you really want to go. So many things can lead you away from your long-term goals and what’s truly most important to you: a lapse in judgment in a move with only short-term results in mind, failure to..

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David Recommends

July 24, 2017 | posted in: Uncategorized | by

I would like to recommend a book that has transformed my thinking and helped me grow my business: The E Myth: Why Most Businesses Don’t Work and What to Do About It. In this book, Michael Gerber, dispels the myths surrounding starting your own business and shows how commonplace assumptions can get in the way..

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How Responsible Investors can Survive and Thrive in the Trump Economy

By David M Leff- David Leff is Founder and Managing Director of 84 Capital LLC, an alternative market strategy advisory firm, targeting family offices and high net worth individuals. Our firm works with some of David’s family office clients. Stock markets have rallied to all-time highs, interest rates have risen to multi-year highs, and the..

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our Clients Write

May 18, 2017 | posted in: Uncategorized | by

“As in our prior business dealing, your professionalism and attention to details, once again, saved the day.” – W. J. O.

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Imago and Business

Many of my clients are not aware that I am a certified Imago Professional Facilitator. I’d like to share this side of my practice very briefly and explain how I believe it could prove helpful to you, your family, and your business. WHAT IS IMAGO? You probably haven’t heard much about Imago yet, even though..

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