Helping Clients Determine the 3 Most Effective Ways to Increase the Value of Their Company
Helping Clients Determine The 3 Most Effective Ways to Increase Business Value
Presented by Noah B. Rosenfarb, CPA/ABV/PFS
CPE: 2 Hours TB
Noah B. Rosenfarb, CPA/ABV/PFS has devoted his career to advising business owners on all things related to money.
He is a Personal CFO and Holistic Wealth Coach at Freedom Exit Advisors (www.FreedomExit.com), which provides middle market business owners guidance on how to successfully transition out of the management and or ownership of their company.
Mr. Rosenfarb serves as a Transition Architect, thoughtfully designing a plan for owners to maximize the after-tax value of their company, achieve financial security and maintain family harmony. Equally importantly, he assists in the restructuring and redeployment of a family’s human and financial capital…with the ultimate goal of maximizing prosperity.
To achieve this, Mr. Rosenfarb operates Freedom Wealth Advisors (www.FreedomWA.com) a multi-family office recognized by The CPA Wealth Provider for innovation in financial planning. Noah’s holistic approach to wealth management helps clients feel more comfortable, confident and secure about their financial future, thereby meeting the firm’s vision of Financial Freedom.
Registration: 7:45 a.m.
Program: 8-10 a.m
Introduction of Noah B. Rosenfarb, CPA/ABV/PFS – 5 minutes
Business Valuation in a nutshell – 5 minutes
Overview of 53 Value Factors – 5 minutes
17 Business Operations Factors - 20 minutes
12 Financial Factors – 20 minutes
10 Legal/Regulatory Factors – 15 minutes
7 Industry/Market Factors – 10 minutes
2 Economic/M&A Factors – 5 minutes
4 Personal Factors – 10 minutes
Delivering this service to clients – 5 minutes
The Boca Club Breakfast
Home Style Muffins and Flaky Croissants
Fresh Bagels and Cream Cheese
Sliced Seasonal Fruit
Sweet Butter, Grape and Strawberry Jams
Farm Fresh Scrambled Eggs with Chives
Smoked House Bacon
Freshly Brewed Colombian Coffee
Freshly Squeezed Florida Orange Juice
Regular and Decaffeinated Selected Teas
Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.
Mail your reservation payment to:
Florida Institute of CPAs
P.O. Box 5437
Tallahassee, FL 32314-5437
Please make checks payable to: FLORIDA INSTITUTE OF CPAs
Include with payment:
Meal Choice (if applicable):
Chapter Registration Contact
Cancellation & Refund Policy
Cancellations on chapter events will be accepted up to 3 business days prior to the event and will receive a full refund.
Please Note: Cancellations must be made through the FICPA Member Service Center at (800) 342-3197. Cancellations cannot be processed via the website.
Atlantic Chapter on Facebook: Your Atlantic Chapter of the FICPA now has a page on Facebook! Our calendar for the year will be posted there as well as pictures from past events. CPE, networking and social opportunities … that will be the place to look. Follow us on Facebook: http://www.facebook.com/ficpa.atlantic.