RESTON, Va., Jan. 13, 2015 /PRNewswire/ — The American Society of Appraisers will air a tutorial webinar for business advisers titled "Unlocking Private Company Wealth" on Tuesday, February 24, 2015 from 1:00-3:00p.m. ET.
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An increasing number of closely held and family business owners are facing ownership or management transition. Business advisers who know, understand and are able to talk to their business owner clients about the critical issues surrounding these transitions will be in demand.
Presented by one of the most respected and recognized leaders in the valuation profession, Z. Christopher Mercer, ASA, the webinar will explore the concepts found in Mr. Mercer's newest book, Unlocking Private Company Wealth. The book is included in the cost of the webinar (a $25 value) and will be shipped to registrants afterwards. Key portions of the book will be covered including the implications for business owners while relating the content to business advisers. Discussions will not only include ideas and concepts that will enhance the quality of conversations advisers have with business owners, but will provide real-life examples of these concepts in action.
Topics covered include: Managing the wealth in private businesses; Creating a budget for managing wealth; What is the rate of return on a business owner's investment?; Strategies for managing private company wealth; Bad things happen to good companies; Identifiable earnings create transferable value; How will the next investors look at your business?; Is your business ready for sale?; and 25 questions for business owners.
Key takeaways for advisers include: five ideas that will change the nature of conversations with business owner clients; the concept of the One Percent Solution and how that applies to the wealth management of private company owner clients; tools for managing private company wealth, including dividend policy, leveraged share repurchases, ESOPs, minority interest private equity investments, among others; and lastly, 25 questions to ask private company owner clients to help them consider management and ownership transition issues.
The price for the webinar is $89 for ASA Members and $99 for Non-ASA Members.
To register or for more information, visit http://www.appraisers.org/Education/View-Class?ClassID=3318 or call (800) 272-8258.
Z. Christopher Mercer, ASA is the founder and chief executive officer of Mercer Capital. Mr. Mercer began his valuation career in the late 1970s. He has prepared, overseen, or contributed to more than a thousand valuations for purposes related to M&A, litigation, and tax, among others. In addition, he has served on the boards of directors of several private companies and one public company. Mr. Mercer has extensive experience in litigation engagements including statutory fair value cases and business damages and lost profits. He is also an expert in buy-sell agreement disputes. Designations held include Accredited Senior Appraiser (ASA) from the American Society of Appraisers, Chartered Financial Analyst (CFA) from the CFA Institute, and Accredited in Business Appraisal Review (ABAR) from the Institute of Business Appraisers.
The American Society of Appraisers is a world-renowned and respected international organization devoted to the appraisal profession. As the oldest and only major appraisal organization representing all appraisal specialists, ASA is devoted to providing the highest possible standards in all areas of ethics, professionalism, education and designation criteria. For more information about the American Society of Appraisers, the ASA designation program for appraisers or the Society's free "Find an Appraiser" Referral System, visit www.appraisers.org or call (800) 272-8258.
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