Preparing (valuing) your business for sale, succession and taxes with the help of an independent, third-party is a must according to the IRS. Seminar attendees will learn specific strategies to be implemented when preparing for selling, merger, acquisition or family transfer. Understand how to make a valuation work for you when developing a gift program, buy/sell agreements, recapitalizing, redeeming stock, during a divorce or making a charitable gift, as well as when purchasing insurance coverage, selling real estate and determining replacement costs on loans or debt. This session provides an overview of the different calculations, methodologies and assumptions that are commonly used in valuing a company. Its purpose is to help you understand what your closely-held company is really worth. Our information can determine the difference between success or failure for lifetime of work, sweat and risk for senior owners, and for others it will provide alternatives if not sure what to do with their firms.

Approval Date: 03/03

Mike Henning 6 credits; 3-hour course Specialty: