Hello , let’s jump right in to our second newsletter of the summer!

Valuations In COVID Times

The onset of COVID-19 has had a significant impact on capital markets, driving increased market volatility. There are many new considerations when applying the income and market approaches. Valuation is more complex today than before – depending greatly on rapidly changing market forces that can affect company value.

Click here to learn more about changes to valuation approaches and cost of capital.

Upcoming Webinar, August 13th

SAVE THE DATE:  Next Rocky Mountain EPI chapter event is August 13th
(on estate tax, philanthropy, & trust) from 7:30am-9am. We’ll update with a link for registration soon.

DEEN Event

Pivoting your strategy when the economy is not restarting the way you planned.

Tuesday, July 21, 2020 5:30 PM – 7:30 PM
Location: 6455 So Yosemite St Greenwood Village Co 80111 – 1st room to right of front entrance

Smart operators have pivot plans ready in advance.

Dave Johnson of C Squared Solutions will explain why you should have more than just one business plan in place, and be ready to quickly and easily change plans.
Most of us operate our businesses in very competitive markets where the business environment is constantly changing. The most successful companies can pivot their strategy quickly when it is not working. This requires a process to know when to pivot and have an alternate plan ready. That’s a Plan B or in some cases, Plan C and Plan D.

Register here today.

Click here if you’d like to book a conversation with our expert team about any of these topics, or have other questions for us.

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Disclosure: IRS Circular 230 Disclosure: To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written by us to be used, and cannot be used, (i) by any taxpayer for the purpose of avoiding tax penalties under the Internal Revenue Code or (ii) for promoting, marketing or recommending to another party any transaction or matter addressed herein.