Austin Small Business Valuation Summit
Matt MacWilliams, CFP?
Helping business owners and high net worth families in transition grow and protect assets they can't outlive.
Mark Santarsiero, President and CEO of Marshall and Stevens, a nationwide business valuation firm, was the keynote speaker at a recent Small Business Valuation Summit in Austin, Texas. Mark discussed the mechanics of a business valuation, drivers of value, steps owners can take to increase value, and ways to avoid the pitfalls that can occur in the sales process.
Noah Marburger and Aaron Dominguez of First State Bank discussed the current state of financing for business owners, and the ins and outs SBA Loans 504 and 7(a).
Nicole Varner of Figer and Company CPA, presented "An Introduction To Small Business Valuation", with information about the tax implications that business owners need to be aware of.
Matt MacWilliams, CFP? of Weinheimer Wealth Management, discussed The Advantages of a Buy-Sell Agreement With a Current Business Valuation. Matt discussed how to protect the business from the loss of an owner or key person, and how a valid third-party business valuation can protect the owner's business interest, improve the ability to plan for retirement, and help generate options to avoid tax on the sale of the business.
The event was held on Friday, February 2nd at the Austin Board of Realtors Boardroom, and was attended by business owners at a 9:00 am session, and by Attorneys and Accountants at the luncheon CPE/CLE session.
Sponsors included Weinheimer Wealth Management, Figer & Company CPA, and First State Bank. Contact Matt MacWilliams at (512) 372-8118 for information on future events.