Family Enterprise USA
Hosted by Family Enterprise USA, our presenter is Mark E. Lingerfield, MPI.

Mark is a Partner at MPI and is based in the firm’s Princeton office. He is responsible for client service and business development strategies in the Mid-Atlantic Region. Since joining MPI, 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.

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Business Valuation: From Estate Planning to Exit Planning
This 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 Family Enterprise USA and our presenter is Mark E. Lingerfield, MPI.
Please stay safe and healthy,
Pat Soldano
President
pmsoldano@family-enterpriseusa.com
712 H Street NE Suite 1330
Washington DC 20002
202-738-4916

Upcoming Events

  • July 15: The Fifty
  • August 11: BNY Mellon; Newport Beach, CA
  • August 23: Tolleson Presentation, Dallas, TX
  • September 8: University Business Center, Fresno, CA
  • September 13: Goering Center Annual Awards Dinner, Cincinnati, OH
About Family Enterprise USA
Family Enterprise USA advocates for American Family business. We help family businesses communicate their challenges and contributions to American economic freedom to Legislators. We represent all American family businesses; not just specific industries and provide research to enhance the opportunity for success. We help family businesses continue to establish their unique business legacy. Family Enterprise USA is a 501(c)(3) non-profit organization.. Family foundations can donate.

Family Enterprise USA Digital Brochure
Have questions or would like more information about becoming a Member or donating? Please contact John Gugliada at jgugliada@family-enterpriseusa.com.

Family Enterprise USA Sponsors

Family Enterprise USA
Family Enterprise USA
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