All Business Valuations are Not Created Equal

WISCONSIN CHAPTER EVENT

All Business Valuations are
Not Created Equal


As advisors, we often hear owners’ claims to know what the value of their company “is” even though they have never had an independent, professional valuation performed.  More often than not, the owner’s number is not accurate, current or even appropriate for the purpose at hand.

Join us to learn the different types of valuations needed depending on the users’ purpose, why the results can vary tremendously depending on the purpose and what your client should expect as they go through the process of getting an appraisal.  Further, hear stories from the front line and how one business owner used the valuation process as a springboard for transitioning a company to the next generation.

 

Learning Objectives:

  • Understand how the purpose of a valuation dramatically impacts the methodologies used and ultimately the end number
  • Learn the difference between a Calculation of Value versus a Conclusion of Value, why it matters and what factors to consider when selecting the level of service
  • Hear how one company used the benefits of the valuation experience to guide the successful transition to the next generation of owners

 

About the Presenter:

Meet Theresa Zeidler-Shonat expert in business valuations.

About the Presenter

 

About Our Chapter Sponsors:

The EPI Wisconsin Chapter is sponsored by Honkamp Krueger & Co, P.C., Investors Advisory Group, Johnson Financial Group, and Reinhart Boerner Van Deuren S.C. Attorneys at Law. To learn more about upcoming events, visit www.EPIWisconsin.com.

 


This meeting offers location options in both Madison and Milwaukee.

Madison Location: Honkamp Krueger & Co., P.C. | 251 Progress Way, Suite One Waunakee, WI 53597

Milwaukee Location: Reinhart Boerner Van Deuren s.c. | N16 W23250 Stone Ridge Drive, Suite One, Waukesha, WI 5318

 

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The EPI Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPIWisconsin.org.

About the Presenters


Theresa Zeidler-Shonat, ASA

Theresa Zeidler-Shonat, ASA

Business Valuation Manager of Honkamp, Krueger & Co., P.C.

Meet Theresa Zeidler-Shonat, ASA, is a business valuation manager at Honkamp Krueger & Co., P.C. (HK).

As a business valuation manager, Theresa provides high-quality, well-supported valuation services to businesses, banks, private equity firms and attorneys. She assists clients with estate and gift tax valuations, valuations for divorce purposes, business and transition planning, and financial reporting.

Theresa’s experience includes valuations of business entities in a wide variety of industries that range from traditional retail, service, and manufacturing industries to rapidly-changing and high-tech and other intellectual property intensive industries. She has worked with clients ranging in size from traditional, small family businesses to multi-billion-dollar, multi-national firms; and with companies at every stage of development, from pre-revenue start-ups to well established, mature companies.

She is active in the American Society of Appraisers (ASA) governance at the international level and the Wisconsin chapter having previously held the roles of chapter president, chapter vice president, chapter secretary, and chapter advancement and recertification officer. She is currently one of five voting members of the ASA’s investment committee.

Theresa earned her B.A. in economics from the University of Wisconsin – Milwaukee and is an Accredited Senior Appraiser (ASA).


Continuing Education


This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP credit (pending)

 

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.