Presented by CapVal’s

Jane Tereba, ASA, CPA, CEPA 

and Martin Mathias, CPA, CFE

Private company business valuation has always been important in the legal field.  It is relied upon by attorneys drafting merger and acquisition agreements, estate, gift and charitable planning, and can also be incorporated into a Company’s corporate documents (i.e. buy-sell, shareholder or operating agreements).   Private company valuation is about to become a lot more important – here’s why. 

First, 4.5 million businesses and over $30 trillion in wealth is held privately.  Many of those business owners expect that their businesses will transact; however, 70% of businesses that are put on the market are not likely to sell.  Second, the estate tax lifetime exemption is scheduled to sunset in 2025.  While we don’t currently know how it will change, we can be reasonably certain that it will change. 

The uptick in merger and acquisition activity as well as estate planning will depend on reliable private company valuation. This course will help you understand some of the more advanced considerations in business valuation, including how business owners can increase value and a discussion of the value differences between a controlling interest and non-controlling equity interest.   

*** This Webinar qualifies for 1 CLE credit ***

JOIN OUR LIVE WEBINAR

November 30th, 2023 // 9:00AM CST