Learn how to develop a concrete checklist of your firm’s assets along with a methodology for assigning value to both tangible and intangible items in this workshop. How much value do customer goodwill and the company’s name have in addition to the office and facility, the equipment, tools, and possibly intellectual property? These items all come into play whether you need to present a business plan to your banker, plan to sell your company, or, worse, the owner passed away unexpectedly and you need to assign values for inheritance taxes on the business.

1 CEP