Thomas C. Insalaco, CFA, ASA is presenting a webinar sponsored by Trustate for their subscribers on April 3, 2025, at 12:00 PM CDT. His webinar is titled “Navigating Business Valuations: The Calm Before the Storm.”
This is the first webinar in a two-part series on navigating business valuations. The webinar is intended to help estate planning attorneys navigate the business valuation process in the context of estate planning. In it, he will cover 1) why business valuations are needed; 2) how to select and get the best use of a business valuation expert; 3) the business valuation engagement process and valuation methodologies; and 4) how to know if the valuation analysis is sufficient and common flaws to look out for.
Tom Insalaco is a Senior Vice President with Mercer Capital. He has been valuing businesses since 2008 and has experience valuing businesses in many different industries and for many different purposes. Tom has developed expertise in valuation consulting for estate planning and exit planning purposes with a focus on construction, consumer discretionary, and transportation companies, as well as alternative asset managers. His valuation analyses have been used by stakeholders in private companies, attorneys, accountants, and other fiduciaries. As part of the gift, estate, and income tax compliance services group, Tom contributes to the firm’s Value Matters® newsletter.
