Business Valuation, Business Succession and Estate Planning
(Room W222)
10 Mar 22
1:00 PM
-
2:00 PM
Selling or transferring a company can be a once-in-a-lifetime event, and understanding the value of the company can be a difficult challenge. This session will focus on how to value a company and how to successfully transfer the company and capture that value while minimizing the tax liability and the estate planning that follows. Roman Basi will teach participants the methods used in valuations, succession planning, estate planning and more.