Business Valuation, Business Succession and Estate Planning

Track: Leadership

Thursday, March 10, 2022 1:00 PM - Tuesday, June 14, 2022 2:00 PM



Presenters: Roman Basi

Selling or transferring a company can be a once-in-a-lifetime event; and understanding the value of the company can be a difficult challenge. Learn methods on how to value a company, successfully transfer the company, and capture the value while minimizing the tax liability and estate planning that follows.


Roman Basi

Roman Basi
Attorney CPA

As president of The Center for Financial, Legal & Tax Planning Inc. Roman Basi practices in the areas of business succession, mergers and acquisitions, retirement and estate planning, real estate, corporation structures, tax aspects of business decisions for closely held and family businesses, trademark applications, trademark oppositions, and patent applications. He is an attorney and a CPA and practices nationally in the area of mergers and acquisitions.