This seminar is designed to education business owners on the critical role business valuation plays in effective business growth, succession, retirement and estate planning. This interactive presentation will include information on ways to coordinate their business and personal financial planning to achieve their life goals. Business owners will be guided through a discovery exercise that will help them determine the approximate enterprise valuation of their business, as well as the gap between the existing value and potential value of their business. Business owners will be given a step-by-step process for how to maximize the value of their business.
Topics to be discussed:
Determine approximate value of your business today and the options you have for your future
Envision how you could build a business growth and succession plan that helps benefit you, your family, and your employees
Discussion about succession planning and why it’s so important to a business owner
Step-by-step process for helping you to maximize the value of your business
Strategic ways to build more value into your business for growth and succession planning
Melinda Adams loves her dream job as a Financial Planner with M&T Financial Partners. After many years as a corporate executive with IBM & Oracle, as well as owning her own small businesses, she followed her passion to become a Financial Advisor specializing in designing financial strategies to meet the unique personal and business needs of small business owners. She has spent over a decade helping her clients build a roadmap to integrate the vision for their business with achieving their overall life goals. Together, Melinda and her clients create and execute business strategies for sustainable growth, business continuity, and succession planning.
Melinda received a B.S. Degree in Polymer Engineering from the University of Southern Mississippi and an M.B.A with an emphasis in Finance from Auburn University. She lives in North San Antonio with her husband, Ed, and their two daughters. They spend their free time traveling, boating, camping and enjoying the outdoors. She also volunteers with the NAWBO Foundation, National Charity League, Community Bible Church and other local non-profit organizations. Life is busy but fun!