Family Enterprise USA
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.
FEUSA Valuation Presentation
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 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

  • 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
  • September 14-15: Family Company Group, Minneapolis, MN
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.

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

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Family Enterprise USA
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