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Seminars

» Effective Business Plan Writing & Financing Boot Camp
» How to Start or Run a Small Business
» Advanced Strategy and Profits
» Pricing for Profits
» Six Steps to Small Business Success

Effective Business Plan Writing & Financing Boot Camp

Starting a new business is a daunting task. Many questions need to be answered. Where and how will I get financing? What is my best option? Should I be registered as an S Corp or a C Corp? What information should be included in a business plan?

In this four hour FREE boot camp, David Lucier, CPA will help provide answers to these questions and point you in the right direction towards financing your dream business. David will help guide you through this process and give you the best advantage possible on your new business venture. This seminar will help you effectively prepare a business plan and figure out the best means of financing. Printable PDF

These topics and more will be covered in depth:

What Will You Learn?

  • 1. Business Planning, Strategic Marketing Plan, Managing marketing and sales
  • 2. Capital vs. Loans
    • Angel, Venture capital, friends and family, SBA, PEDC, CED, RIEDC, Private equity, other
  • 3. Entity Choice
    • S Corp, LLC, C Corp, Partnership, Sole Proprietor
    • Insurance
    • Tax
    • Legal
    • Other
  • 4. How to Read Financial Statements
    • Six easy steps to reading financial statements

Each participant will receive a work book to organize their ideas and put them into action.

FREE WORKSHOP - Space is Limited - Please Call 401-946-1900 to reserve your spot. Arrive Early 8:00am – 12:00 noon or 6:30 to 9:30pm on the following dates:

1/24/2012 6:30pm
2/22/2012 8:00am
3/19/2012 6:30pm
4/4/2012 8:00am
5/22/2012 6:30pm
6/14/2012 8:00am
7/24/2012 6:30pm
8/14/2012 8:00am
9/5/2012 6:30pm
10/25/2012 8:00am
11/19/2012 6:30pm
12/18/2012 8:00am

Location: Centerville Seminar Center · 875 Centerville Road, Building 2, Suite 5 · Warwick, RI

Presented By: David Lucier CPA, Business Advisor

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How to Start or Run a Small Business

There are many advantages to running a small business - independence, satisfaction, sheltering income and profits. Did you know that 89% of incomes over $100,000 a year are earned by owners of small businesses? However, four out of five businesses don’t last five years and few ever earn the profits they should. What is the difference between success and failure? Knowledge. Printable PDF

What Will You Learn?

  • 1. The unknown secret formula to earning substantially higher profits than others
  • 2. 10 hottest businesses
  • 3. How to slash hundreds off your taxes
  • 4. Why most businesses waste 90% of their advertising dollars
  • 5. 20 biggest “pitfalls” in starting and running a small business
  • 6. How to price your product or service
  • 7. How to start with very little cash
  • 8. How to stay “top of mind” with your customers and prospects
  • 9. ...and much more!

FREE WORKSHOP - No Advance Registration Required - Space is Limited - FREE 12 page workbook included.
Please Call 401-946-1900 to reserve your spot. Arrive Early 6:30 – 9:00pm on the following dates:

1/12/2012
2/21/2012
3/14/2012
4/18/2012
5/23/2012
6/13/2012
7/18/2012
8/15/2012
9/12/2012
10/17/2012
11/27/2012
12/12/2012

Location: Centerville Seminar Center · 875 Centerville Road, Building 2, Suite 5 · Warwick, RI

Presented By: David Lucier CPA, Business Advisor
David Nash, President, Engage Marketing, Inc.

Advanced Strategy and Profits “The Business Accelerator”

Where will your business be in three years? Are sales development and expense management priorities? Marketing is expensive. Public relations are unpredictable. Are profits not as high as you like? Printable PDF

Discover what can be done to proactively manage your business for greatest success.

What Will You Learn?

  • 1. The Top Ten Pitfalls of Running a Small Business
  • 2. Tax Management That Will Save You Money
  • 3. Pricing Strategies to Retain Customers and Grow Margins
  • 4. The Secret Formula of the 1,000 Top Businesses
  • 5. Marketing Strategies That Will Triple Your Probability of Success
  • 6. How to Get Clients Coming to You When They’re Ready to Buy More
  • 7. Relationship Management Secrets for Being “Top of Mind”
  • 8. New Business Development Strategies that Create the Best, Qualified Prospects
  • 9. How to Eliminate “Unpaid Consulting” in the Business Development Process

Please Call 401-946-1900 to reserve your spot. This is a Free, No Obligation Seminar
6:30 – 8:30pm on the following dates:

1/16/2012
3/7/2012
5/9/2012
10/10/2012
12/5/2012

Location: Centerville Seminar Center · 875 Centerville Road, Building 2, Suite 5 · Warwick, RI

Presented By: David Lucier CPA, Business Advisor
John Polumbo, President, Winning Edge Selling

Pricing for Profits

Pricing strategy is one of the biggest contributors to the profits of a business. Printable PDF

The following are a few of the concepts we will discuss in this seminar:

What Will You Learn?

  • 1. Pricing vs. utilization vs. realization
  • 2. Volume vs. higher billing rates
  • 3. Brand differential vs. value creation monopoly to high profits
  • 4. Pricing new products and services
  • 5. Pricing vs. competition, pricing against low cost firms
  • 6. Strategic customer selection, value added pricing
  • 7. Why customers will be glad to pay you more, law of competitive advantage
  • 8. Lower pricing can lead to lower profits or higher profits
  • 9. Selling methods to high pricing, accessories and add-ons
  • 10. Wholesale vs. retail, product mix, sales people and pricing

Please Call 401-946-1900 to reserve your spot. This is a Free, No Obligation Seminar
8:00 – 10:00am on the following dates:

1/26/2012
3/21/2012
8/28//2012
10/18/2012

Location: Centerville Seminar Center · 875 Centerville Road, Building 2, Suite 5 · Warwick, RI

Presented By: David Lucier CPA, Business Advisor

Six Steps to Small Business Success

In this two hour seminar we will discuss starting, running and selling a highly profitable small business. Printable PDF

The following will be discussed:

What Will You Learn?

  • 1. Pre-business planning
  • 2. Start up - Financing, budgets and numbers
  • 3. Human resources - Managing people
  • 4. Operations - Work flow, customers, sales
  • 5. Building a salable business and the sale
  • 6. Transitioning to life after business

You will receive the book "Six Steps to Small Business Success" by David J. Lucier, CPA for free, a $21.95 value.
(See Amazon.com for more information) Book Edition - Kindle Edition

Please Call 401-946-1900 to reserve your spot. This is a Free, No Obligation Seminar
8:00 – 10:00am on the following dates:

2/8/2012
4/12/2012
6/6/2012
8/8/2012
9/26/2012
11/28/2012

Location: Centerville Seminar Center · 875 Centerville Road, Building 2, Suite 5 · Warwick, RI

Presented By: David Lucier CPA, Business Advisor
 
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Lucier CPA provides accounting, payroll, bookkeeping, tax preparation and consulting services to small businesses in Rhode Island.