Using Business Valuations to Drive Sales

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Business valuations and corresponding buy-sell reviews are designed to educate and motivate business owners to act on items impacting their business and family legacy. Recent case law has impacted the traditional planning many advisors/attorneys/CPAs have been implementing for years, not to mention pandemic changes. Learn how business valuation has changed since the pandemic, tax tips and tricks for business owners, and planning techniques to help your clients achieve their succession, protection, and retirement planning goals.

Presenter(s): Ryan Patton; Rob Hoffman
Session#: FIN2401-303
Session Length: 45 minutes
Program: 2024 Finseca Advanced Markets
Date: May 24, 2024

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Using Business Valuations to Drive Sales

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Presenters

Ryan Patton

Rob Hoffman

Resources

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