Seminars and Events - Messer and Company, Inc.

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16870 West Bernardo Drive, Ste 400, San Diego, CA 92127 Ph: 858.674.6604
© Copyright 2006 - 2010 Messer and Company, Inc. All Rights Reserved.

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useful content!"

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valuable training"

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worth while. I enjoyed it
and learned a lot from it."

"Excellent! We are doing
many things right, but
have huge room for
improvement. Thank you
for providing this!"

"Very informative"

"Great Work!!'

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of knowledge"

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important these employee
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robot and just speed
through it once a year"

UPCOMING EVENTS

MAXIMIZING YOUR BUSINESS IN 2010
March 10, 2010 - San Diego, CA

With the prospects for a better year on the horizon, it is essential to take the time now, to focus on
each area of your business.

Join Messer & Company and Sheppard Mullin for this invitation-only, two-hour breakfast event. We will be
discussing a variety of topics critical to maximizing your business 2010, including:

How to capture a greater share of work from current and new clients.
A recession is a terrible time to waste upside opportunity.
Operating more efficiently.
How to motivate your staff in recessionary times.
The importance of buy/sell agreements.
Succession planning and exit planning.
Dealing with customers who are having financial difficulty.
Dealing with customers who are attempting to break contracts.
Why Phantom Stock Plans are better than Stock Option Plans.
Considerations in creating a Phantom Stock Plan.

There is no charge for this seminar and breakfast will be served. Seating is limited so RSVP now!

Presenters:
Wade Messer, Founder - Messer and Company
Dean Isaacs, Partner - Messer and Company
Richard Kintz, Managing Partner - Sheppard Mullin
Robert Copeland, Partner - Sheppard Mullin
Date/Time:
March 10, 2010 7:30 - 9:30am
Location:
Offices of Sheppard Mullin 12275 El Camino Real, Suite 200, San Diego, CA 92130 (map)
RSVP:
Reply by March 3, 2010 (seating is limited)

LET US KNOW YOU'LL BE THERE! CALL: 858-674-6604 or EM AIL US or O NLINE

NEW MARKET OPPORTUNITIES - Foreign Investors Creating New Businesses in the U.S.
March 4, 2010 - San Diego, CA

One of best programs to come out of Congress to stimulate business growth is the "Entrepreneurial Visa"
program. The U.S. Bureau of Citizenship and Immigration Services allows foreign investors to build new
businesses in the U.S. while obtaining permanent residency.

Join us for this FREE, invitation-only breakfast event. Network with some of San Diego's best
professionals and learn how you can create new business opportunities for your firm. Included in the
discussions will be how to:

Create new client relationships with foreign businesses in the U.S.
Create jobs and contribute to the economic recovery.
Help foreign investors build their own businesses.
Get more business by assisting clients in meeting Visa requirements.
Create new, on-going client relationships.
Generate more business for your Firm by leveraging current relationships.

There is no charge for this event and breakfast will be served. Seating is limited to the first 25 people, so
RSVP soon. Registration deadline is February 25th.

Presenters:
Wade Messer, Founder - Messer and Company
Dean Isaacs, Partner - Messer and Company
David Froman, Attorney - Froman Law Firm
Date/Time:
March 4, 2010 7:30 - 9:30am
Location:
Doubletree Hotel - Mission Valley, Hazard Center (map)
RSVP:
Reply by February 25, 2010 (Seating is limited)

LET US KNOW YOU'LL BE THERE! CALL: 858-574-6604 or EMAIL US or ONLINE

PAST EVENTS

A RECESSION IS A HORRIBLE THING... TO WASTE & BUY-SELL AGREEMENTS STRATEGIES
January 20, 2010 - Phoenix, AZ
Many organizations have already begun planning for how best to generate awareness and meet customer
needs in 2010. Learn how to employ cost-effective strategies and tactics that will provide opportunity for
success.

Included in the discussions will be:

How to keep initiatives Strategic.
Ensuring any marketing programs are Focused.
How to make initiatives Scalable.
Ensure such programs are Integrated with one another.
How to integrate Social Media to maximize results.
Horror stories from the front, the effects of poorly (or no) written buy sell agreements.
Seven triggers which cause the need to sell or buy an interest in your business.
Determining Value - Fact or fiction on what your business is really worth.
When the time comes, how is someone going to pay for the purchase of your business interest?

A RECESSION IS A HORRIBLE THING... TO WASTE
November 11, 2009 - San Diego, CA
As a business owner there are many things to consider in today's economic climate. Are you leading your
organization with all the information you need? This seminar will cover a variety of topics critical to the
successful management of your business.

We will be discussing:

Build value during a recession
Better use of marketing in a recession
Develop your management team
Asset protection...are you set up right?
Controlling the process...the concept...and what to outsource
Have a structure to retain key management
Integrating your business plan with your estate plan
Creating different "pots" of money for funding retirement
Pull value out of the business on a taxed favored basis

KICKING OFF 2010: SETTING YOURSELF UP FOR MARKETING SUCCESS
October 22, 2009 - San Diego, CA
With the prospects for a better year on the horizon, many organizations have already begun planning for
how best to generate awareness and new customer leads without busting what will still be a tight budget.

Join Messer & Company and Stalwart Communications for this FREE, invitation-only, two-hour, interactive
breakfast workshop on how to employ the right cost-effective strategies and tactics that will provide the
best changes for marketing success.

Included in the discussions will be:

How to keep initiatives Strategic.
Ensuring any marketing programs are Focused.
How to make these initiatives Scalable.
Ensure such programs are Integrated with one another.
How to integrate Social Media to maximize results.

HOW TO BUILD BUSINESS VALUE NOW & Capitalize from it later
September 22, 2009 - San Diego, CA
What are you doing today to increase the value of your business and position yourself to maximize the
recovery?

Now is the time to take action and ensure your future, by attending this seminar. We will be discussing
how to:

Assure your business will assist you in achieving your personal goals.
Build a management team that will improve your bottom line today and the value of your business
in the future.
Develop a viable plan to assure financial security.
Effectively transfer wealth to your family, employees or others.
Minimize taxes.

MARKETING EVENT - POSITIONING YOUR COMPANY FOR SUCCESS NOW:
How to use the internet and offline marketing to get results.
August 25, 2009 - San Diego, CA
Hard work and a good reputation are no longer enough to insure your success. Knowing how to connect
with your market effectively is critical.

Do you have the knowledge to systematically build a steady stream of qualified prospects?

We will be discussing:

How to improve your marketing and get the results you need.
The secret to developing high impact marketing that will set you apart from your competition.
How to effectively communicate with your target market to generate new opportunities.
Website Conversion Optimization. How to get more people to your website and turn those visitors
into customers.
Social media marketing - Twitter, Facebook, LinkedIn... will it work for me and where do I start?
How do I measure my online efforts to warrant investing more?

MANAGING YOUR BUSINESS DURING THE RECESSION
April 29, 2009 - Phoenix, AZ
Even the most seasoned veterans in American business believe these are unusual and difficult economic
times. There is no consensus yet on how deep or how long this recession will go. Having access to
quality and accurate information is critical for you to lead your business through these difficult times.

We would like to invite you to an informative breakfast event where we will be discussing practical ideas
you can use in your business to insure current and future success.

Our first presenter from Messer and Company will be presenting Managing Your Business During The
Recession - The five essential elements to becoming a high performance organization during difficult
economic times.

Our second presenter from Pace and Company will be discussing Taking advantage of the new
"stimulus" law and Tax planning strategies during a recession. There is no charge for this seminar and
breakfast will be served.

Contact us if you would like to register for a seminar or would like information on our upcoming events.