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Welcome to the 2017 AFS Annual Meeing, being held this year, in conjunction with FPA in Nashville!
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Sunday, October 1 • 10:30am - 11:20am
C1a Advising Privately Business Owners Industry Specific Selling Factors [CFP Estate Planning]

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The wave of baby boomers exiting their businesses can put a lot more pressure on basic supply and demand in the M&A market. It is estimated that 3.8 million baby boomers will exit their businesses by 2032 (McMann 2012). This huge amount of supply will downward pressure the fair market value. This unfavorable outcome may hamper business owners’ retirement lifestyles if there is a limited amount of other retirement resources. Business equity is the largest asset of a business owner’s overall net worth. However, business equity has not been treated as an investable asset.

Author(s): Chia-Li Chien, Ph.D. candidate, CFP®, PMP®

avatar for Chia-Li Chien, CFP®, PhD candidate

Chia-Li Chien, CFP®, PhD candidate

Succession Strategist, Program Director, Value Growth Institute
Chia-Li Chien, PhD candidate, CFP®, PMP®; Chia-Li “like JOLLY,” Succession Strategist of Value Growth Institute, dedicated to helping private business owners increase their company equity value. She is the award-winning author of the books Show Me The Money and Work toward... Read More →

Sunday October 1, 2017 10:30am - 11:20am
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Attendees (3)