January EPI LA Chapter Monthly Meeting
December 6, 2017
March Community Insights – California Estate and Elder Law
December 19, 2017
February 7, 2019 @ 9:00 am – 10:30 am
Southern California Institute
10251 Vista Sorrento Pkwy
Ste 250
Stacy Nation

Community Insights are family round tables offered to estate, financial, business, real estate, as well long-term care planning clients.  ComIns are designed to introduce you to the various planning options that facilitate achieving their goals.  You will benefit from being included in programming that keeps you abreast of the various alternatives in today’s market place.

In the midst of running a thriving firm its tough enough just to keep up.  Community Insights provides simple tools and client friendly language to initiate consistent marketing and conversations with existing, past, and prospective clients.

This Month’s Topic:

Understand a Qualified Valuation as a Business Enhancement or Succession Planning Tool; presented by Melisa Silverman, JD, CEPA, CVA, SBA, CMEA and Steve Mancini, Esq.

Value-driven Businesses increase your options by systematizing the magic you’ve applied to creating success up to this point. They command stability for internal transitions, as well as the highest market value if you decide to sell.  Simply recasting financials to find a new EBITDA and estimating a factor does not make a true valuation – even when combined with a calculation of fixed assets and goodwill.  Misunderstanding enterprise value, a lifestyle business, and/or discrete and non-discrete intangible assets often cause businesses to lose value.   Learn the anatomy and nuances of Assessments/Valuations, how to use them as a punch list, and how to transition from a Wisdom-driven Business to a Value-driven Business.