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Seminar

Valuation Case Studies: Creating Solutions for Your Clients (Columbus)

Date/Time

July 24, 2018

Registration & Breakfast: 8:00 – 8:30 AM
Seminar: 8:30 – 10:00 AM

Location

GBQ Partners
230 West Street
Suite 700
Columbus, OH 43215

Properly done business appraisals facilitate smooth ownership transition, smooth reviews by the IRS and general peace of mind when it comes to corporate and estate-planning transactions.

Join members of our Valuation & Financial Opinion Services team as they discuss common corporate and estate planning scenarios from a valuation perspective, including:

  • Why clients with more than one shareholder need well-written buy-sell agreements (and horror stories from ones we have seen fail!)
  • Date-of-Death Estate Valuation: why Multiple Valuation Methodologies can save the day in an IRS dispute
  • Selling to an ESOP vs. Third-Party

This course is approved by the Supreme Court of Ohio Commission on Continuing Legal Education for 1.5 total CLE credits.

Speakers

Brian Bornino Director of Valuation & Financial Opinion Services
Kelly Noll Senior Manager, Valuation & Financial Opinion Services