ProgramInstructionUpdate

As with all updates, it is important to be sure you have a good current backup before applying this update. Before performing the update, create a backup of Practice Builder and save it to a separate location, apart from your normal routine backups. Keep this backup separate until you are sure no unexpected modifications occurred.

Instructions

Practice Builder Update

Practice Builder Current User Notice

Details of December 15, 2011 Update (Version 11.12.15)

Year End Planning Memo and Letter

Includes documents released after the 2011 Annual Update

Details of August 25, 2011 Update (Version 11.08.25)

New documents developed by Ed Morrow for his Business Owner Consulting Workshop. Here is a list of those new documents:
- Business Valuation Spreadsheet
- Business Debt Cancellation Spreadsheet
- Debt Cancellation Analysis
- Overview of fee based business planning process
- How much is your business worth?
- Business valuation - More information
- Banking Relationships
- Business Planning Assurance Certificate
- Business Planning Agreement
- Business Planning Fee Schedule
- Business Planning Acceptance Certificate
- Business Planning Target Market Analysis
- Invoice Template
- Business Fact Finder
All of these documents may be instrumental for an advisor launching a fee-based, business owner consulting strategy. The overview contained in PM_153 is a good place to start.

Includes documents released after the 2011 Annual Update

The IARFC is conducting Business Owner Consulting Workshop for those who want to learn by attending the one-day session. Visit www.IARFC.org.

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