Finances for Family Business Forum - Building Enterprise Value over Time

RSVP REQUIRED - lunch is provided.

Another year has passed in your family business – you hopefully have had your year-end tax planning meeting in anticipation of your 2019 compliance work – annual financial statements and tax returns and discussions of what kind of year it was.  Then the process starts again – ahh a new year – a new decade – the slate is clean.  If you are like most companies you probably have a plan for 2020 including a detailed budget. Is it the rewarding dream you have always envisioned or more like groundhog day? 

It is no secret most families who own businesses have the majority of their wealth tied up in the family business, if they are lucky they have been able to extract cash from the business over the years and diversify their holdings into other investments like the stock market. Probably spending a lot of time tracking the value of those investments and reacting or making changes based on different stages of their lives – family, college, retirement etc.. – do you spend as much time understanding  the value of your family business and what drives it over the long term? 

Jim Rollins and Lloyd Bell of Meaden & Moore will begin to help you answer some of the following questions:

There may be no plans to exit or sell your business right now but you should be asking yourself- Are things going in the direction I want and are we building value? A consistent, disciplined and intentional approach to building enterprise value is simply good business strategy. Please join us for lunch on January 28th to help answer some of these questions and identify value drivers and how to put as much emphasis on this as you do your annual income.  

This session is sponsored by Conway Service Provider Meaden & Moore.