"A true
value-offering varied approaches and actual valuation cases from
marketing to sale of a business."
Joseph Shade, CPA, CMA, CFP - Pt. Monmouth NJ
|
"Expanded our understanding on this key
component of business continuation planning."
L. Wesley Boord, CLU ChFC - Dayton, OH
|
"Your
business valuation seminar confirmed a supportable valuation is
essential, not optional, in the planning process."
Lawrence J. Botzman, CFP - Somerset, KY
|
"Essential for any agent
wishing to be successful in the business and estate planning
market."
Rick M. Roman, Pension Specialist - Prudential Tampa, FL
|
"Your seminar was
thorough, in-depth and most valuable to me as a consultant serving
closely held business clients."
Jerry Grisko - Buffalo, NY |
"Professional,
provocative, erudite presentation of analysis and appraisals of
companies. Great seminar."
Clyde Johnson - Cathedral City, CA |
"You don't
work with this level of client without bringing quality to the
table."
Rick Hellberg, CLU ChFC - Philadelphia, PA
|
"The fact that WNM does all the work
without any liability to me was almost to good to be true."
Robert Monin, CFP - Buffalo, NY |
"WN&M was
able to put me in business today...no tests, no waiting period."
Bill Mayberger, CFP, RFP - Pittsburgh, PA
|
"As the need arises, we
would certainly recommend your firm. We were truly impressed with
the quality of your work for small to medium sized companies."
Philip S. Sandler, CLU ChFC - Buffalo, NY |
"Thank you for
presenting such an informative program. Any planner who works with
business owners or wishes to enter that market, needs to know about
valuation planning. Your presentation went a long way toward
informing our members on valuation issues."
Upstate NY Chapter IAFP |
"Your insight and ability
to communicate issues pertaining to IRC 2703 and Chapter 14 has
created a world of opportunity for our members. Your expertise adds
to the professionalism of our members."
Buffalo NY Chapter IAFP |
"Thank you
for presenting such an informative program. Any planner who works
with business owners or wishes to enter that market, needs to know
about valuation planning. Your presentation went a long way toward
informing our members on valuation issues."
Upstate NY Chapter IAFP |
"Your insight and ability to
communicate issues pertaining to IRC 2703 and Chapter 14 has created
a world of opportunity for our members. Your expertise adds to the
professionalism of our members."
Buffalo NY Chapter IAFP
|
"Thank you
for the outstanding presentation you did for our chapter. I had a
great deal of positive feedback on the content and delivery of your
talk. Many of our members are looking for a contact like you to help
them serve their clients."
Louisville Chapter CLU ChFC
|
"The seminar was well
thought out and presented very professionally."
Thomas A. Newman - Leesburg, FL |
"The seminar was very
informative. The service is needed by numerous businesses."
Charles M. Graham - Dayton, OH |
"I was impressed with the
private pension idea."
Mahoning-Shenango Valley Chapter CLU ChFC |
"Outstanding presentation! Honest, sincere, competent. These guys know
their business."
A. Joseph Scroi, CLU ChFC - Buffalo, NY
|
"Your seminar was very informative and
pointed out valuation pitfalls which should be avoided."
Marvin H. Feldman, CLU ChFC
East Liverpool, OH |
"As the
need arises, we would certainly recommend your firm. We were truly
impressed with the quality of your work for small to medium sized
companies."
Philip S. Sandler, CLU ChFC - Buffalo, NY
|
"The information you
provided was excellent and very well received. There's no doubt your
presentation helped us all to expand our understanding of a proper
valuation. I will be recommending your program and services to other
professionals."
Dayton Chapter IAFP |
"Our
goal has been to provide quality programs on timely issues which are
transferable to our members in their daily practice. Your
presentation met those goals and was very well received."
Fort Wayne Chapter CLU ChFC |
"I think I can speak for
the group when I say your presentation brought out many ideas we
need to keep in mind when we work with business clients. Your
presentation was both interesting and informative. We look forward
to having you back."
Joe Celin, CLU - Salem, OH |
|
"Advisors should suggest
that a business valuation be done before embarking on an estate
plan. The methodology used to determine the purchase price will more
than likely be accepted by the Internal Revenue Service if it is
based on a professional valuation." |
Louis A. Mezzullo,
Author |
|
"More owners of family
businesses face unexpectedly high estate-tax bills." |
Wall Street Journal
|
|
"It Pays To Know The Value
Of Your Business." |
Nations Business
|
|
"Revenue Ruling 59-60
makes clear that a sound opinion of value must be based on all
relevant facts and other conditions, and no arbitrary, universal
formula can be applied to all valuations." |
Journal Of Financial
Planning
|
|
"The use of
generalizations . . . can result in less than favorable consequences
for the family business and owner of closely held stock." |
Journal American
Society
Of CLU & ChFC
|
|
"Disputes over business
values are a leading cause of tax challenge between the IRS and
business owners." |
Financial Planning
Magazine
|
|
"Undervaluation can lead
to future IRS challenge." |
AM Best L & H
|
|
"Valuing The Family
Business Is Step 1 In Estate Planning." |
National
Underwriter
|
|
"If you can guide your
business clients through the new IRS business valuation rules,
you'll earn their undying gratitude." |
Life Association
News
|
|
"Valuing The Family
Business Transfer." |
Life Insurance
Selling
|
|
"Knowing your company's
worth is worth the effort." |
Small Business
News
E. J. Mazza, WNM
Advisors, LLC |
