ISBA Webinar

Keys to Valuing the Soloprenuer

More often than not, small business owners are the “brain trusts” of their businesses. All institutional memory, as well as systems and processes, remain in their head—even when they have grown and have employees. In this webinar we will address the various questions and areas that you, as an appraiser, should ensure are documented, stored, and shared. Not only will you get comprehensive information that can be applied to any industry, but you’ll also receive recommendations and best practices in how to make sure that others are able to access the information, if and when they need it. We will cover the fundamental areas in a business (including financial, client communication, and trusted advisors) as well as dedicating time to such important areas as online presence and social media. Having this 360 degree view and understanding of a business will help indicate to you how successfully it can, or cannot, run without its owner, and what steps should be taken to set them up for success.

This session will be full of practical information and tips to help give a structure about what areas to focus and questions to ask of a business owner.

The Back Up Your Business™ framework will be shared, along with tips and strategies on how to document, store, and share the information that is discovered while working through the framework.

Case studies and real life examples will illustrate the benefits and advantages of completing this work.

Webinar Details

  • When: Tue, Jun 26, 2018
  • Time: 1 PM EST
  • Duration: 60 mins

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The Guaranteed Take-Aways Are:

  • The issues that arise when the business owner is the “brain trust” and the only one who knows where all the information is for the business.
  • We’ll discuss why is it important to have this information, and why you can’t just “get it as needed.”
  • Learn about the “Invisible Threads”, and how documenting them is important for any business, no matter how large or small.
  • You’ll learn what tools are resources are available and can be used to store this information.
  • Understand who—inside or outside the company—will need access to this information, and the best way to share it securely.

Who should attend?

  • Business valuation professionals
  • Business Appraisers
  • Accountants
  • Merger/Acquisition attorneys

Speaker Profile

Annette Adamska

As the founder of Back Up Your Life™, a professional organizer, and a member of NAPO (National Association of Productivity and Organizing Professionals), Annette is also a speaker on life and legacy planning. After life in the fast-paced theater industry in New York City, Annette Adamska has made Durham, North Carolina home with her husband and two felines. Outside of her passion for helping people back up their lives and businesses, her favorite things are a combination of good people, good conversation, good food and beverage—all elements Durham delivers on in spades.

International Society of Business Appraisers is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

Contact Us

Dhall@intlbca.com
Phone: 866 632 2467
Fax: 866 992 8669

CPE International Society of Business Appraisers is registered with the National Association of State Boards of Accountancy(NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have find authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org

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