Presented by CapVal’s

Jane Tereba, ASA, CPA, CEPA 

Business valuation provides important information for owners of privately held businesses and their advisors. Insights from the valuation process help guide annual planning, inform succession planning, and can be incorporated into a Company’s corporate documents (i.e. buy-sell, shareholder or operating agreements) - among other uses. 

Whether you are a business owner, attorney, or other business advisor, this webinar will help you understand some of the more advanced considerations in business valuation, including:

• How valuation differs for a controlling equity interest vs. a non-controlling equity interest.
• Factors considered in determining a discount for lack of marketability to be incorporated when determining the fair market value of a non-controlling equity interest.
• Value considerations if the ownership structure is owned equally by two individuals (i.e. 50/50).
• How the valuation of non-voting shares compares to the valuation of voting shares.

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

JOIN OUR LIVE WEBINAR

March 13, 2025 // 12:00PM CST