The importance of business valuations in estate planning, divorce planning & retirement planning
Several topics related to the latest changes in business valuation techniques in this new economic climate will be discussed.
-If you’re getting a divorce and the biggest asset is the family business, how do you value that? What if you don’t agree?
-If your client has a family business, what do you need to know for estate planning purposes?
-Where’s the money? Find out how a Certified Forensic Financial Analyst might be of help.
-Collaborative Family Law---What is it and why might your clients want to know about it?
-Family Limited Partnerships---Are they still a good idea? When was the last time it was valued?
-Mergers and acquisitions---when does it make sense?
Adam is an accredited valuation analyst (AVA) and a Certified Forensic Financial Analyst (CFFAA) through the National Association of Valuation Analysts (NACVA). He is also a certified business appraiser (CBA) through the Institute of Business Appraisers (IBA).
Adam is on the board for the Collaborative Family Law Group of Central Florida as a financial professional and a member of the International Academy of Collaborative Professionals.
Mr. Magill has completed in excess of 600 business valuations for privately held companies ranging in annual revenue of $10,000.00 to $5,000,000,000.00. His expertise includes valuing businesses relative to divorce and other litigation cases; financial planning and estate planning purposes; shareholder dispute cases and buy/sell agreements.
Cost: 20.00 **Please note: If you make a reservation and do not cancel by noon, Monday May 16th, you will be invoiced by the EPCFC for the program cost.
Directions to LPGA International:
Reservations: Please contact Kirstin Moore at kwynnmoore@cfl.rr.com or 386-677-9464.
