Southwest Florida
Estate Planning Council

Our purpose is to encourage the highest level of professional service in the Estate Planning field.

Everything You Need to Know about Business Valuations - Richard Goeldner, ASA, CPA, CVA

  • Tuesday, March 13, 2018
  • 5:15 PM - 7:30 PM
  • Michael's on East

Registration


Registration is closed

Everything You Need to Know about Business Valuations
Speaker: Richard Goeldner, ASA, CBA, CVA

Registration Deadline:
Thursday, March 8, 2018
Guest fee is $55.00. Please submit payment to
SWFEPC for all guests.

Event Location:
MICHAEL'S ON EAST
1212 S. East Ave
Sarasota, FL 34239 

Event Time:
Registration & Social 5:15pm
Presentation and Dinner 6:00-7:30pm

   


Topics will include:

  1. The Need for Business Valuations
  2. Exit Planning & Value Enhancement Strategies
  3. Red Flags in Business Valuations -- What to look out for when reviewing an appraisal report
  4. Lack of Control & Lack of Marketability Discounts

Rich has provided valuation advisory services since 1992, on a full-time basis. He specializes in the valuation of privately-held companies and intangible assets. His appraisal and advisory services have been provided to Fortune 500 companies, family businesses, middle-market companies, private equity firms, as well as M&A firms and the Internal Revenue Service.
 
He has provided business valuation services for exit planning, acquisitions & divestitures, family wealth planning, financial reporting, ESOP compliance, stockholder disputes and marital dissolution. He has appraised closely-held common and preferred stock, business assets in aggregate, intangible assets, stock options and warrants, Rule 144 restricted stock, illiquid debt instruments, general and limited partnership interests. Rich has also provided fairness and solvency opinions in connection with mergers and acquisitions, as well as asset impairment studies. 

Rich has business valuation experience in a broad range of industries, from early-stage biotechnology and software technologies to industrial manufacturing, distribution, retail and ecommerce. He has testified as an expert witness in business valuation matters involving shareholder disputes and divorce.


Address: PO Box 2098, Sarasota, FL 34230     

Email: admin@swfepc.org

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