Saving Your Greatest Asset with a Valuation and Business Succession
Bart Basi, PhD
Format: Video of Slides with Synchronized Audio

The two greatest threats to your business today are not competition and the economy. The two greatest, imminent threats to your business are 1) lack of succession planning and 2) the potential for estate taxes. Are you and your business prepared? If you don’t have an estate plan with a business valuation included that addresses business succession and estate taxes, this workshop is for you. Don’t let your business or estate become assets of the government and taxing bodies!
Discuss the goals of succession planning
Identify legal documents which are necessary
Examine estate tax
Explore methods to determine value