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Testimonials


Seminar Attendees | Published Article Quotes

Seminar Attendees

"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 IA
FP
"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

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Published Article Quotes

"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

 

 

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