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862. 2070 to discuss your buy-sell agreement. John E. Oeltjen CPA Shareholder Director of Manufacturing Distribution Services joeltjen muellerprost. Valuation The agreement should detail the process by which an owner s shares will be valued. It should spell out the valuation date standard of value and perhaps a formula to be used. Some agreements even name the firm or a specific valuation professional the partners have agreed on to perform the valuation. Periodic valuations may be required to...
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Advising with vision is a process of providing guidance and recommendations based on a clear vision or plan.
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