Theresa Zeidler-Shonat, ASA

9 Seguidores

Director, Strategist, Valuator, Advisor I take a consultative approach to business valuation and a proactive approach to practice leadership and strategic direction. I have performed valuations for companies in a wide variety of industries that range from traditional retail, service, and manufacturing industries to rapidly-changing and high-tech industries and other intellectual-property-intensive industries. She has worked with clients that range in size from small family businesses to multi-billion dollar, multi-national firms; and with companies in every stage of development, from pre-revenue start-ups to well-established companies with a long history.

business valuation closely-held businesses goodwill gift tax income approach business enterprise value equity valuation market approach asset approach non-cash gifts planned giving philanthropy intangible assets fair value business combination goodwill impairment purchase price allocation equipment machinery residual value appraisal franchisee franchise disclosure document royalty rates franchisor franchise valuation personal goodwill divorce estate tax discount for lack of marketability discount for lack of control small business closely-held business invested capital valuation american society of appraisers m&a market asa wisconsin chapter

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Theresa Zeidler-Shonat, ASA

Presentaciones

ASA Wisconsin Chapter November Meeting Presentation- (11-07-14)

Business Valuation 101: Demystifying Business Valuation for Small Business Owners

Franchise valuation asa feb 2015 v2-20-15

Asa wisconsin chapter april 2015 meeting presentation: residual values for machinery and equipment

Siefert pcc presentation 6.9.15

Putting the "Plan" into Planned Gifting