The Five Critical Steps in Understanding a Business Valuation:
From Estate Planning to Exit Planning

Business Valuation Expert Mark E. Lingerfield of MPI Details The Five Most Important Things To Consider About the Worth of Your Family Business in a New Webinar Hosted by Family Enterprise USA

A partner at Princeton-based MPI, Mark is responsible for client service and business development strategies in MPI’s Mid-Atlantic Region. An expert in family business planning, Mark has determined the value of closely held securities of companies for a variety of purposes, including estate and gift taxes, income taxes, fairness opinions, stock purchase plans, buy-sell agreements, ownership succession, Employee Stock Ownership Plans, corporate and shareholder planning and S corporation conversions.

Save the Date.  Register Today.

If you are wondering about the value of your family-owned business this is a must-watch webinar. During this 45-minute webinar, by Family Enterprise USA, you will be able to ask questions and get the answers critical to your future planning.

This important webinar will include:

  • Discussion of minority vs. enterprise values for privately-owned businesses, and differences in methodology for each
  • Why business valuation is required when doing complex estate planning for business owners
  • Typical issues raised by IRS for business valuations in gift/estate tax transactions
  • Issues with doing complex estate planning in anticipation of potential exit event
  • Exit planning process, and the role business valuation plays

Register Now For This Webinar

Learn more about Mark E. Lingerfield, MPI.

Policy and Taxation Group is your voice in Washington on economic freedom. We advocate for policies that allow American families to fully enjoy the economic liberties and benefits of a robust free market unique to our nation. For over 25 years, we have been the loudest voice in the nation’s capital on eliminating the death tax. This ill-conceived tax has a destructive impact on families, family businesses, job creation, and the national economy.

@FamilyEnterpriseUSA @PolicyAndTaxationGroup @DitchTheEstateTax #FamilyBusiness #Business #SmallBiz #EstateTax #Deathtax #CapitalGainsTax #StepUpInBasis #Taxes #gifttax #Generationskippingtax #InheritanceTax #repealestatetax #promotefamilybusinesses #taxLegislation #AdvocatingForFamilyBusinesses #incometax #Generationallyowned #Multigenerationalbusiness #taxseason #federaltaxpolicy #FamilyEnterpriseUSA #PolicyAndTaxationGroup #DitchTheEstateTax