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.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Melisa Silverman JD, CEPA, CVA, SBA, CMEA, and Jeffrey Kates, MBA, CEPA 

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.

(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

Presented by Melisa Silverman JD, CEPA, CVA, SBA, CMEA, and Jeffrey Kates, MBA, CEPA