Knowing the value of your business is critical for your success when planning for the future. Whether you’re considering selling your business or creating a succession plan, planning for retirement or even for tax purposes, COSE invites you to join the experts at U.S. Bank for a workshop on understanding the value of your business.

The workshop will feature guest speaker Chris Campbell, who will discuss planning needs for business owners, retirement considerations and important tips for today’s challenging tax environment.

Topics Covered:

  • Critical planning needs for business owners
  • Do you know the value of your business  and the different valuation methods?
  • Learn the financial gaps in a challenging tax & economic environment
  • Retirement considerations specific to business owners

Agenda:

8:00am –   8:30 am   Registration and complimentary Breakfast Buffet
8:30am –   9:30 am   Presentation by Chris Campbell
9:30am –  10:00am  Q & A Discussion

Complimentary planning workbooks will be provided as well as the opportunity to receive a complimentary valuation. To conduct a valuation the  business must have an annual revenue greater than 1 million and three years of financial history.

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