Financial Poise Webinars
Practical and entertaining education for business owners and executives, Accredited Investors, and their legal and financial advisors.
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Trisha Lotzer

Ms. Lotzer’s expertise as an entrepreneur as well as her fifteen years of experience as a corporate and healthcare attorney make her an exceptional resource for business clients and healthcare practice owners. She began her career in corporate and healthcare law with in-house counsel positions at the University of California San Francisco Medical Center and Mercer Advisors before launching her own companies, the Lotzer Law Group, PC and Yogattorneys, LLC in 2008 and Ideal Transitions, Inc. in 2011. The Lotzer Law Group, PC is dedicated to achieving exceptional results and solutions for business owners, doctors, dentists, veterinarians, optometrists, nonprofits and first-time entrepreneurs.  Ideal Transitions, Inc. provides business valuations, practice appraisals, brokerage and business transition consulting services including buyer and seller-side representation, mergers, business divorce and dissolutions. Trisha is an attorney licensed in California (1998) and Arizona (2007) and a contributing expert for publications including Entrepreneur.MD, Physicians Practice Journal, Arizona Society of CPAs and the Society of Physician Entrepreneurs (SoPE) Blog.  You can read more about Trisha and find articles and resources for your business on her Business Law Blog.

Webinars:

Protecting Assets

Series: ONE HOUR LAW SCHOOL

Over time, every business finds its competitive advantage –...

Premiere Date: 12/16/2016 2:00pm

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Forming a Company

Series: ONE HOUR LAW SCHOOL 2016

What is the business?  How will it be funded?...

Premiere Date: 09/23/2016 2:00pm

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Legal and Practical Advice – Roadmap to Buying a (Competing) Business

Series: BUSINESS ADVICE – FROM START UP TO SALE 2016

You can view the accompanying slides for free by...

Premiere Date: 05/11/2016 2:00pm

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Legal and Practical Advice – Roadmap to Selling your Business

Series: BUSINESS ADVICE – FROM START UP TO SALE 2016

You can view the accompanying slides for free by...

Premiere Date: 04/13/2016 2:00pm

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Legal and Practical Advice – Starting a Business

Series: BUSINESS ADVICE – FROM START UP TO SALE 2016

The accompanying slides are available to view for free...

Premiere Date: 02/10/2016 2:00pm

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Post Sale Topics

Series: Business Transition and Exit Planning 2015

You can view the accompanying slides for free by...

Premiere Date: 12/17/2015 3:00pm

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Letter of Intent Stage

Series: Business Transition and Exit Planning 2015

You can view the accompanying slides for free by...

Premiere Date: 09/17/2015 3:00pm

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