Online Webinar: The ABCs of Valuation

Register HERE

If you are considering business succession planning, valuation is one key step in the process.

Join Rocky Mountain Employee Ownership Center’s conversation on the essential components of the valuation process.

In this webinar, you will learn:
• how to conduct an internal valuation
• how to get the most value for the company you’ve built
• what you’ll need to get your business ready
• what forensic accountants are looking for

You’ll also have an opportunity to ask our panelists questions. Get the support you need for a smooth transition.

Panelists

Greg Weiss is a CPA who works on the sexier side of accounting: valuation, fraud investigation and forensic accounting. With 7-years in the investment industry and 11-years in public accounting, Greg has a broad base of experience that helps him get to the bottom of the issues at hand and communicate his findings in a way that is easy to understand and truly provides value.

Halisi Vinson brings a wealth of knowledge and a strong skill set developed through her work in business development, marketing, consulting and over half of a decade in the venture capital industry. Halisi spent the last seven years as a strategic consultant and has worked extensively in and with large and small companies, non-profits, and faith-based organizations. Her pioneering ideas have led to the creation of innovative strategic plans, effective crisis communications messaging, and dynamic process optimization plans. Halisi earned her Bachelors degree from Loyola Marymount University and her MBA from FW Olin School of Business at Babson College.