Time & Location
About the Event
We look forward to hosting local entrepreneurs to our monthly meet-up. We have a special three-part summer series sponsored by UBS Private Wealth Management.
This first of three events will focus on why and how to accurately value your start-up or ongoing business. We welcome our guest speakers Claire K. Fitz, CFP®, CDFA® and Don Cooper, Principal Financial Group.
Too many entrepreneurs do not have an up-to-date valuation and are taking avoidable financial risk as a result. Understanding the fair market value of your business is the starting point for any and all planning around how to grow, protect, and eventually, exit it. In this session, we will go over:
· Factors that impact business value
· Methods used to calculate business value
· Strategies to grow & protect your business value
There will also be light refreshments available.