Project Runway: Making the Most of Time Until Departure from a Privately-Held Company
Presenter:
Paris Powell, CPA, ABV, CFF, Senior Manager
Presentation to: SW Washington Estate Planning Council, January 27, 2015
Topics include:
- Private Company Wealth
- Wealth in Closely-Held Businesses
- Private Company Returns
- Management Fee Based on $AUM
- Utilizing Valuation as a Tool