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Essential for business and legal professionals who are advising clients on business succession planning options. This how-to course will tackle various valuation metrics and how they apply to a business, whether it is for a sale to an outside 3rd party, an internal transfer to existing employees, or transferring ownership to family members.
Learning how to structure deals and maximize a company's value in preparation for its sale, as well as how family dynamics impact planning if a family transfer is considered, are key topics in this newly updated course.
Wireless Internet access, lunch and discounted parking will be provided for this event and are included in your registration fee.
Knowledge in business valuation and finance recommended.
CPAs, attorneys and business valuation practitioners.
Claudia Stern is a principal in the forensic and financial consulting services group at Hemming Morse. She has worked on numerous business valuations, forensic accounting engagements and economic damages matters involving a wide range of industries. Stern’s valuation experience includes dissenting shareholder and partner actions, mergers and acquisitions, family law and estate and gift matters. Her forensic accounting engagements have included breach of fiduciary duty claims, fraud, bankruptcy, alter ego and malpractice actions.