Twin Value Gaps: Helping the Business-Owning Client Meet their Personal Wealth Goals
Co-Sponsored by National Association of Certified Valuators and Analysts®, CoreValue Software, and ValuSource
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Program Description |
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Who Should Attend |
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How You Will Benefit |
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Schedule | ||
Program Description
Businesses are founded to generate a return for their investors. However, data and market experience show most businesses cannot deliver the equity value at sale to fund the owner’s personal wealth goals. Participants will learn about analyzing the value of their client’s largest asset, their privately held business, in the context of their long-term personal wealth planning.
How You Will Benefit
After completing this course, attendees will be able to:
- Identify the compound impact of the business value gap on their client’s personal finance gap
- Summarize how to help clients grow business value to meet their family’s wealth goals
Who Should Attend
Personal and financial advisors and business coaches, as well as any professional focusing on maximizing business value.
To register, select the date below and click the "Register Online" button for our online event registration. Contact Member/Client Services at (800) 677-2009 for questions or registration assistance.
Virtual Course Schedule | |||||
Date | Time |
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April 28, 2021 |
Wednesday, 1:00–2:00 p.m. (ET) |
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Pricing |
Non-Member |
Member |
One (1) Hour of CPE Credit |
Free |
Free |
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For additional NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, please click here.