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.
- 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