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Business Valuation in Today’s Challenging Economic Environment

  • Tuesday, February 21, 2023
  • 5:15 PM - 7:30 PM
  • Michael’s On East, 1212 East Ave. South, Sarasota, FL 34239


Registration is closed

Please join us for a presentation by Will Rodriguez of Vision Point Capital. Mr. Rodriguez will review key valuation fundamentals and discuss a number of aspects impacting valuations today including:

  • Income Approach
  • Market Approach
  • Asset Approach
  • Consideration of Economic & Industry Conditions
  • Interest Rates
  • Inflation
  • Labor Shortage
  • Supply Chain Disruption
  • Impact on Market Expectations
  • Capital Constraints
  • Multiples Impact
  • Valuation Discounts
  • Discount for Lack of Control
  • Discount for Lack of Marketability
  • Other Discounts
  • Opportunities in Today’s Environment
Tuesday, February 21, 2023
5:15 p.m. - Registration check in and cocktails
6:00 p.m. - Dinner and program
7:25 p.m. – Closing remarks
Location: Michael's On East, 1212 East Ave. South, Sarasota, FL 34239

About Our Speaker: Will Rodriguez, CPA/ABV, CVA

Mr. Rodriguez is the CEO and founder of Vision Point Capital, a professional service firm whose sole focus is advising entrepreneurs and business owners that are in transition.

Click here to read about Mr. Rodriguez’s impressive biography

February Program Sponsored by Take Care Private Duty Home Health Care 

Our purpose is to encourage the highest level of professional service in the Estate Planning field around Southwest Florida.

Email Us:

PO Box 2098
Sarasota, FL 34230