The Indiana Towing and Wrecker Association (ITWA) will be hosting an Owners’ Forum at the Renaissance Hotel in Carmel, IN on August 11th and 12th. The Forum is geared towards owners and key employees and the weekend is a combination of strategic planning and relaxation. As the owner of any business, we get caught up in the day to day and forget to take time to look and plan ahead. We also forget time to slow down and enjoy life. The Renaissance hotel is highly rated and near area attractions.
Whether you are thinking about getting out of the business or if you just got in the business, this weekend is for you. If you are exiting the business or new to the business trying to establish credit, you will need to know what your business is worth. In determining what your business is worth, you will need to know your assets and profits the company makes. To get a better idea of your profits, you will need to know your income and expenses. The sessions are all intertwined.
Speaker Highlight: Daniel J. Sailer CPA/ABV, CFA Manager
We are excited to announce Dan as one of our great speakers for this Augusts Owners’ Forum. Dan Sailer is a manager in Katz, Sapper & Miller’s Valuation Services Group. Dan received a Bachelor of Science degree in business administration from Indiana University. He has earned the Accredited in Business Valuation (ABV) credential, issued by the American Institute of Certified Public Accountants, and also holds the Chartered Financial Analyst (CFA) designation issued by the CFA Institute. He has advised small businesses for fifteen years in the areas such as succession planning, valuation, cash flow, refinancing and capital structure.
Dan will be speaking about valuation and succession planning for your business. What is your business worth? And how can this value be monetized (and maximized!) in a way that meets your long-term objectives? If you have specific issues or questions that you would like Dan to address, feel free to e-mail him in advance at email@example.com.
Speaker Highlight: Bradford Ferguson, CFA
Brad is Past President of the CFA Society of Indianapolis and served on the Finance Council of Saint Maria Goretti Church. Brad has been a financial advisor for more than 12 years. Brad manages investments for individuals, families, small business owners, and 401(k) plans. Brad and his wife, Ann-Marie, are enjoying life as parents of two girls, Margaret Grace and Bridget Rose. They enjoy comedy shows, cooking, traveling, and family get-togethers.