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NEWS RELEASE: MarksNelson Business Valuation Expert Presents at National Business Institute Seminar

By MarksNelson on April 17, 2015 in News Releases, Rob Metcalf CPA/ABV/CFF/CGMA, CVA, CBA, ASA, MAFF
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MarksNelson Member Provided Counsel at the Business Ownership Succession Planning Seminar.

Rob Metcalf, partner and administrator of the business valuation practice at MarksNelson accounting and consulting firm, gave a presentation at this year’s Business Ownership Succession Planning Seminar in Overland Park, Kan. The full-day seminar was hosted by the National Business Institute (NBI), a provider of continuing legal education and training dedicated to providing seminars, online courses, webcasts and more.

Metcalf was one of seven speakers at NBI’s Overland Park seminar, and brought a unique perspective as the only accountant on the panel of attorneys. His presentation titled “Valuing Closely Held Companies” focused on how businesses are valued, financial analyses, methods and approaches, increasing business value, discounts, cash flows, taxes and more.

“It was a privilege to participate in the Business Ownership Succession Planning Seminar. The participants appreciated the information presented and felt the subject matter would bring additional value to their clients,” said Metcalf.

The intermediate level seminar was designed for attorneys, Certified Public Accountants (CPAs) and accountants, registered tax return preparers, financial planners, investment advisors and insurance professionals. Its primary goal is to prepare attendees for the challenges of assisting clients with their ownership succession plans, maximize the value they receive from the sale of their businesses and protect their newly-realized wealth.

Since joining MarksNelson in 1995, Metcalf has been involved in hundreds of valuations of companies across a wide span of industries. He also provides litigation support and forensic accounting services. Metcalf has been a practicing CPA since 1985. This was his 24th speaking engagement during his tenure at MarksNelson and his ninth at a National Business Institute-sponsored event.

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MarksNelson LLC works with clients to help safeguard and grow their businesses. Our ultimate goal is to help our clients to Move Forward. The firm provides Assurance, Accounting Services and Business Advisory, Business Valuation, Consulting, Cost Segregation, Employee Benefit Plan Audits, Litigation Support, Forensic Accounting, International Tax, State and Local Tax and Tax planning, advisory and compliance services. MarksNelson is a member of The Leading Edge Alliance, the second-largest international professional association of independently owned accounting and consulting firms, serving clients who need additional resources on a national or international level. MarksNelson has significant accounting and business advisory experience in the auto dealership, construction, insurance, manufacturing, distribution and real estate sectors. The firm was named among the 2014 Best Accounting Firms for Leadership Equity by the 2014 Accounting MOVE Project for its dedication to gender equity.