This experienced panel will discuss the ways to properly value and structure a business to help business owners prepare for the eventual successful sale or transition of their business to the next generation. Lunch will be provided. RSVP required. If you would like to attend, please contact your Advisor.

Moderator:

Mark Kajita, President and CEO, Baker Boyer

Panelists:

• Sue Price-Scott (Alegria & Company) – CPA, ABV (Accredited in Business Valuation), Partner
• Scott Martin (Anastasi, Moore and Martin) – CPA, Business Valuation/Litigation Support Partner
• Kim Weller (Anastasi, Moore and Martin) – CPA, Business Valuation Manager
• J.T. Lieuallen (Baker Boyer) – Vice President, Trust Advisor, JD, CTFA