Your business may be your largest asset. As such, its value is a crucial piece of your estate and/or succession planning. Understanding your business’ worth allows for informed decisions and, ultimately, financial success. During his presentation to the Michiana Chapter of National Tooling & Machining Association, Kruggel Lawton partner and certified valuation analyst Doug Osthimer will discuss the key points of determining value for the sale of a business.
Topics covered will include:
- What is a business valuation and why should you know the value of your business
- Valuation in the context of succession planning
- Business valuation/data request
- Determination of value
- Mergers and acquisitions – the selling process
This event is free to attend and includes lunch. Please RSVP to mcntma@outlook.com or by phone at 574.292.5945.
About Doug Osthimer:
Doug is experienced in performing valuation engagements for determining the value of closely-held businesses and for buy/sell agreements, shareholder actions, mergers and acquisitions, or as an expert witness for litigated matters. While Doug's more than 30 years professional experience as a CPA led him to his specialty as a certified valuation analyst, he has also worked with a wide range of industries offering clients traditional accounting services for financial analysis, corporate and individual tax planning and preparation, and assurance engagements such as audits, reviews or compilations. Doug is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society, and the National Association of Certified Valuation Analysts.
