This is the starting point: It is not just the valuation number, but the key areas that the Valuation Professional identifies as the areas to focus on that will build business value. While many factors influence value, they can be broken down into internal and external. Addressing the70% of business owners have a co-owner. Discover the myths, mistakes, and best practices to prepare for transferring ownership upon death, disability, divorce, and other events. Learn the key questions to ask and solutions to suggest in order to contribute powerfully to the creation or revision of a buy-sell agreement. At the end of this session, you’ll walk away with a comprehensive checklist and a plan to assist clients and prospects.
- Understand best practices to prepare for unexpected transfer of a business
- Key questions to ask to create a powerful buy-sell agreement
- Create a checklist to assist client and prospects
About the Presenter:
Learn from industry expert Sherri Neasham on creating a great buy-sell plan.Meet the Presenter
Thank you to our Sponsor:
This event is sponsored by the Exit Planning Institute San Diego Chapter.
This meeting will be held at Corporate Alliance.
Venue Address: Corporate Alliance: 9540 Towne Centre Dr, Ste 150, San Diego, CA 92121