Separating Fact from Fantasy: Establishing the Value of a Small Business for Its Owner

KENTUCKIANA CHAPTER EVENT

Separating Fact from Fantasy: Establishing the Value of a Small Business for Its Owner


Knowing the value of one’s business is a crucial first step of the exit planning process, but few owners have a firm grasp of what their businesses are worth. During this discussion, panelists will share their valuation experiences, methods, and perspectives.

*First time attending a chapter event? Or a chapter sponsor? Click here to register.

Learning Objectives:

  • Introduction into the process and purpose of a business valuation
  • Different perspectives on how to conduct a valuation
  • Discussion on being able to evaluate the true value of a business

 

About the Experts:

Hear from a panel of industry experts including, Kyle Wininger, President of the Advisory Services Department at Harding, Shymanski & Company, P.S.C., Lewis Rudy, Founder and President of Rudy and Associates, Scott Lurding, Managing Director at Chessiecap, Inc. Moderated by Kellie Sheryak, EPI Kentuckiana Vice President and Senior Vice President for Wealth Management at UBS Financial Services for the Sheryak, Connell, Daly, & Kester Wealth Management Team.

 

Thank you to our sponsors:

This meeting will be held at Central Bank – Flash Cube Building

Address: 9300 Shelbyville Road, Louisville, KY 40222

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.EPIKentuckiana.com.

About the Panelists


Kyle Wininger

Kyle Wininger

President of the Advisory Services Department at Harding, Shymanski & Company, P.S.C.

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Lewis Rudy

Lewis Rudy

Founder and President of Rudy and Associates

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Scott Lurding

Scott Lurding

Managing Director at Chessiecap, Inc.

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About the Moderator


Kellie Sheryak

Kellie Sheryak

Senior Vice President for Wealth Management at UBS Financial Services for the Sheryak, Connell, Daly, & Kester Wealth Management Team

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Continuing Education


One (1) CPE hour

One (1) CFP® credit (pending approval)

 

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.