The importance of business valuations in estate planning, divorce planning & retirement planning

Date: Wednesday, May 18, 2011
Time: 8:00 AM - 10:00 AM
Location: LPGA International, 1000 Champions Drive, Daytona Beach, FL 32124
Speaker: Adam T. Magill, MBA, AVA, CBA

Several topics related to the latest changes in business valuation techniques in this new economic climate will be discussed. 

 -If you’re getting a divorce and the biggest asset is the family business, how do you value that?  What if you don’t agree?

-If your client has a family business, what do you need to know for estate planning purposes?

-Where’s the money?  Find out how a Certified Forensic Financial Analyst might be of help.

-Collaborative Family Law---What is it and why might your clients want to know about it?

-Family Limited Partnerships---Are they still a good idea?  When was the last time it was valued?

-Mergers and acquisitions---when does it make sense?

Adam is an accredited valuation analyst (AVA) and a Certified Forensic Financial Analyst (CFFAA) through the National Association of Valuation Analysts (NACVA).  He is also a certified business appraiser (CBA) through the Institute of Business Appraisers (IBA).

Adam is on the board for the Collaborative Family Law Group of Central Florida as a financial professional and a member of the International Academy of Collaborative Professionals.

Mr. Magill has completed in excess of 600 business valuations for privately held companies ranging in annual revenue of $10,000.00 to $5,000,000,000.00.  His expertise includes valuing businesses relative to divorce and other litigation cases; financial planning and estate planning purposes; shareholder dispute cases and buy/sell agreements.

Cost: 20.00   **Please note: If you make a reservation and do not cancel by noon, Monday May 16th, you will be invoiced by the EPCFC for the program cost.

Directions to LPGA International:

Reservations:    Please contact Kirstin Moore at kwynnmoore@cfl.rr.com or 386-677-9464.

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