Strategies for Valuing Complex and Unusual Entities

On today’s episode our host, Mary Vandenack, a legal expert in high-end estate planning, tax strategy, asset protection planning, business exit planning, and an inductee into the NAEPC Hall of Fame, dives into the intricate world of valuing complex and unusual entities. Her guests today are Evan Levine and Nainesh Shah, founding partners at Complete Advisors, a New York valuation and advisory firm. Together, they unravel the specific challenges associated with valuing unique entities, shedding light on key factors to consider, preferred valuation methods, and insights into handling valuation intricacies for start-ups and early-stage companies. Tune in now for the information needed to navigate the complexities of high-stakes estate planning.

This is another Hurrdat Media Production. Hurrdat Media is a podcast network and digital media production company based in Omaha, NE. Find more podcasts on the Hurrdat Media Network by going to HurrdatMedia.com or Hurrdat Media YouTube channel!

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