Broker Check
26 Feb
Business Succession Issues: Continuation and Valuation

Description

Join Mission Financial Planners for a live webinar on February 26 at 12:00 PM CST, hosted by Kenneth Hamilton, Jason Duffaut, and Matt Donaghue. This session will cover key strategies for business succession, valuation methods, and estate planning considerations to help business owners protect their legacy and financial future.

What You’ll Learn:

  • Business Continuation Planning – Retaining the business for family, selling to a successor, or planning for liquidation.
  • Valuation Strategies – Understanding business worth using fixed price, book value, and earnings-based valuation methods.
  • Estate & Tax Implications – Managing liquidity for estate taxes, succession taxes, and utilizing tax-efficient transfer strategies.

Meet the Hosts:

  • Kenneth Hamilton, CFP®, RICP®, CDFA® – Retirement and estate planning specialist.
  • Jason Duffaut, CFP®, CAP®, CPFA®, CEXP® – Business succession and tax planning expert.
  • Matt Donaghue, CFP®, CLU, CLTC, AIF®, AIFA®, PPC®, NSSA®, RICP® – Valuation and tax-efficient planning specialist.

📅 Date: February 26, 2025
Time: 12:00 PM CST
📍 Location: Virtual (Zoom)

🔗 Register Here

For more details, contact:
📧 Email: admin@mfplanners.com
📞 Phone: 888-339-0093

Don’t miss this opportunity to gain valuable insights and protect your business’s future!

Date and Time

Wed, Feb 26, 2025

12:00p - 1:00p CST

Location

Zoom: https://zoom.us/j/93746276231

PT1H

Event Registration

Will you be able to attend this event?