Your Business Worth: Understanding the Why • Lunch & Learn 2/26 HR

YOUR BUSINESS WORTH: UNDERSTANDING THE WHY • LUNCH & LEARN
Wednesday, February 26, 2025  |  11:30AM – 1:00PM
As business owners, your business is most likely your largest asset. Closely held businesses do not have an easily determinable value and a range of values is the norm. The value of your business is influenced by
many variables, many of which you can control. Whether you keep or sell your business, knowing and increasing your valuation is always beneficial.

Topics include:
• Five different valuation methods for your business/industry
• How to “enhance” the value of your business
• The consequences of an incorrect valuation
• Why businesses with multiple shareholders should “fix” a value in writing
• How valuation differs in a family transfer event versus a third party sale
• What the IRS can do if you choose not to establish a value for tax purposes
• Why reoccurring revenue, long term employees, “clean” books, negotiated vs. bid work, bonding capacity, and supplier relationships are drivers of increased valuations

WHO SHOULD ATTEND
Business owners (current or the next generation) who want to explore planned or emergency transitions as well as proactive tax strategies

SPEAKERS
Donald S. Hannahs, CFP®, Oceanside Financial Strategies
Parker Hannahs, Oceanside Financial Strategies

LOCATION 
ABC-VA Hampton Roads Training Facility
530 Independence Parkway, Suite 500, Chesapeake, VA 23320
**Student parking and entrance is in the back of the building.**

COST
Members $30
Non-members $60
Lunch is provided

SUBSTITUTION/CANCELLATION POLICY
Substitutions are welcome at any time if the originally registered individual(s) can no longer attend. Please note: a reservation constitutes a financial commitment unless cancellations are made 48 hours in advance.

Questions?
Contact Jamie Carrow

Securities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. CRN-7382611-112624