Assess Opportunities to Build Your Business Value; presented by Jeffrey Kates, CEPA, MBA and Melisa Silverman,
Join this inter-active workshop to learn, evaluate, and discuss:
- How to implement business initiatives that build value, grow your business, and cause better marketability
- Tools to facilitate the transfer planning process such as: audited financials and pro forma projections; benchmark valuation for comparison to the baseline valuation; legal review of contracts, corporate documents, IP, etc.; preparation for the business and legal due diligence phase; and estate, tax and charitable planning options.