- Keeping on top of your business finances provides a strategic snapshot of what is working and what is not. In this session, Paul Gilson will provide insight into how to plan and forecast for all stages of a business. You will discover how important flexibility is when seeking capital for growth opportunities. He will discuss how to properly value your family business for use during transition planning. This is a session that will give you baseline knowledge of critical financial documents that you will need to understand to make educated decisions.
6/2/2018 1:00 PM - 4:00 PM EDT
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