October 22 & 24:
Wm. Jason Hagerman, CFP®, AIF®, CPFA, CLTC
Ketul Mody, CFP®
October 23 & 25:
C Neil Stalter, CFP®, ChFC®
Nick Vali
Optional consultation
If you have any questions personal to your specific business, you may arrange a private meeting after the course is complete. This no-obligation consultation is complimentary for class attendees and is
not required.
An estimated value report can be provided. This is an estimated value of your business that can be used for buy-sell strategies, exit and transition strategies, estate planning and retirement analysis.
Please Note: The estimated value report shall not be used for any purpose with state and/or federal taxing or other authorities. It is not to be used to establish that a value is intended to be legally exact and/or having a binding legal effect or to determine adequate (as opposed to minimum) levels of life or business insurance coverage. The estimated valuation is not to be relied upon for purposes of the sale of Client's business, calculating estate or gift tax obligations, calculating Income tax obligations and other taxes or any other purpose requiring a precise or definitive valuation.
