Agency Valuation & Budgeting in Today's Economy

  • June 07, 2011
  • 8:30 AM - 11:29 AM
  • BBT & T ~ Fullerton

Catherine Oak our speaker is founder of Oak &Associates, an international M&A, appraisal and insurance agency management consulting firm. Catherine will outline important information to determine your agency's value and get you on track with the firm's annual budget.  Included in the discussion:/

  • Reasons for Valuation Determination
  • Development of a Pro Forma Income Statement
  • Determination of Tangible Net Worth
  • Factors that Affect Value
  • Valuation Methods & Calculations
  • Analyzing the Firm's Financial Picture
  • Creating the Agency Budget

Click here for more information and to register online or print the registration form and mail/fax in with payment.


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