Making Most of Time Until Departure from Privately-Held Company

Project Runway: Making the Most of Time Until Departure from a Privately-Held Company

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
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