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Stone Carlie Valuation Q&A Open Forum - Executive Briefing Invitation

Would you like clarity with the most important aspect of your business - its value?

Join Stone Carlie's Valuation experts, Kevin Carlie and Michelle Matava, in a Valuation Q&A Open Forum on September 20. This is your chance to ask your most
pressing valuation questions.

With over 40 years of combined valuation experience, Kevin and Michelle bring with them the benefit of professional training, experience and industry designations
such as Certified Valuation Analyst (CVA), Accredited in Business Valuation (ABV) and Chartered Financial Analyst (CFA).

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How to Submit Your Question(s) For the Open Forum:

You may submit your questions ahead of time by clicking here or you may ask them during the forum.

Find out what's happening in Clayton-Richmond Heightsfor free with the latest updates from Patch.

Here is a list of topics to inspire your questions:

1. Fair Market Value vs. Other Standards of Value

2. Buy - Sell Agreement Provisions

3. How to Value Intangible Assets - their place in an overall business valuation

4. Types of Valuation Reports

5. Personal Goodwill

6. Professional Goodwill

7. Double Dipping / Triple Dipping

8. Valuation Inconsistencies / Errors on Appraisal Reports

9. Discounts / Premiums

10. Benchmarking

11. Guideline Public Company Vs. Private Transaction Multiples

12. Normalizing Adjustments

13. Treatment of Non-operating Assets

14. Preferred Stock Vs. Common Stock

15. Owner's Compensation

16. S Corp Premiums

17. Control Vs. Minority Interests

 

Who Should Attend:

Business Owners, CEOs, CFOs, Controllers, Tax Directors, Bankers, and Attorneys, Executives involved with buying and selling businesses.

Date and Time:

Thursday September 20, 2012

8:00am - 8:30am: Networking with complimentary breakfast

8:30am - 10:00am: Program

Location:

Stone Carlie

101 South Hanley Road, Suite 800

St. Louis, MO 63105

Complimentary parking provided (Garage entrance off
Bonhomme). Bring your parking ticket stub to the event for validation.

Presenters from Stone Carlie's Valuation Team:

Kevin Carlie, MBA, CPA/ ABV/ PFS/
CFF/ CGMA, CFP, CVA, CM&AA, DABFE
-
Senior Member

Michelle Matava, MBA, CFA
-
Manager of Valuation Services

RSVP:

Space is limited so RSVP to JoAnna Rothweiler by September 13th
at jrothweiler@stonecarlie.com or 314.889.1127.

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