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