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Lunch and Learn: What is your business worth and why it matters
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Lunch and Learn: What is your business worth and why it matters

Lunch and Learn: What is your business worth and why it matters

5/2/2019
When: May 2, 2019
12:00 pm - 1:00 pm (Lunch begins at 11:30 am)
Where: Arbor Wealth Management/Mass Mutual
4000 Westchase Boulevard Suite 400
Raleigh, North Carolina  27607
United States
Contact: Christine Stetkiewicz
919-463-0333


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AIA Triangle Small Firm Roundtable Lunch & Learn Program

Sponsored by:

What is your business worth and why it matters

May 2 | 12:00 pm - 1:00 pm (Lunch begins at 11:30 am)

Arbor Wealth Management / Mass Mutual

4000 Westchase Boulevard | Suite 400 | Raleigh

1 LU Credit

 

AIA Member/AIA Triangle Partners (Sponsors): $0 | Non Members: $30

 

PROGRAM:

Many businesses work to build and put a tremendous amount of effort to be leaders in their respective markets. As you build, how do you figure out what it is worth? Do you have a plan whether 1 year, 5 years, 10 years, 20 years of when to sell and what factors along the way can help position a strong value?

LEARNING OBJECTIVES

  1. Participants will acquire an understanding of the value of their business
  2. Participants will derive when it is the right time to get their business valued
  3. Participants will recognize the various types of values for a business (yes there are more than one)
  4. Participants will analyze key performance indicators

PRESENTED BY

 

Matthew Schade, Financial Advisor

Since becoming financial advisor in 2001, Matt has held multiple leadership roles throughout his career, including sales manager and lead advisor to his team. His core financial concepts create valuable strategies working with individuals and families by helping to build legacy plans. Matt's goal is to structure each client's plan to maximize efficiency and help make sure that funds are available when needed most.

Well respected in the business market, Matt and his team focus on strategies that bring long lasting stability to small business owners. He excels in finding solutions to the growing problem that executives and their businesses face due to government limitations on the current retirement plan models.

Matt enjoys working with strategic partners (CPA, P&C, Estate Lawyers, etc.) beca;use of their commitment to a holistic and balanced approach to client needs. This allows him to focus on being a financial professional knowing that as a group, they should have solutions for any situation.

 

Domenica Stuckey, Financial Advisor

Domenica began her professional career as a financial advisor in 2010 with MassMutual. She has been a Rising Leader and multi-year Leader's Club Qualifier and in 2015 was her firm's Agent of the Year. Domenica joined Arbor Wealth Management in 2018. She is passionate about helping people meet their financial goals for themselves, their family, and their businesses and believes that the primary way to do that is through holistic financial planning. She focuses on helping people with establishing and maintaining a plan that encompasses investment planning, insurance and adequate estate planning.

 

 

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