BY Bauman Associates


We work with entrepreneurs and business owners in all phases of the business life cycle, helping them get started on the right foot, navigate the inevitable growing pains and when the time is right, prepare for transition out of the business and into their next adventure. Whether you’re forming a brand new company, entering a growth phase or anticipating retirement or another opportunity, we’re here to help you Protect Your Business so that you can succeed and thrive.

On December 14th & 15th, our experienced professionals will speak to business owners and entrepreneurs in our community on the following subjects:

Business Valuations

Why are businesses appraised?  What are the steps that a business valuation expert uses to value a business?  What items affect the value of your business?  Businesses may need a valuation for a variety of reasons, including mergers or acquitions, internal succession, buy-sell agreements, financing, income tax reasons and more.

Topics we’ll cover include:

  • Overview of the business valuation process
  • Key items that affect the value of a business
  • How to improve the value of your business

We will review a sample valuation report, explain what factors go into determining the value of a business and show how owners can use this information to increase the value of their businesses.

Exit Strategies

It’s helpful to know what your business is worth.  But even more helpful is knowing what you’ll have left over after paying income taxes when you sell the business.  We’ll look at some of the exit strategies available when selling or transferring a business and how you can maximize the after tax cash flow from selling your business.

Topics we’ll cover include:

  • Importance of planning in advance – WELL in advance
  • Effect of business legal structure on income taxes – current and future
  • Non-taxable transfers of ownership vs. Taxable transfers of ownership
  • Income tax considerations of asset sales
  • Income tax considerations of stock sales
  • Financing the sale


Fraud and cyber crimes are at an all-time high. Businesses of all kinds are susceptible to fraud in various forms. Business owners today need to be diligent in order to protect their business and their customers.

Topics we’ll cover include

  • The types of fraud
  • Discuss the cost of fraud to a business
  • Share various case studies on how fraud has been committed
  • Review the fraud risk factors and internal control assessments

During the event, attendees will also enjoy networking, lunch and an informative roundtable.

Presenters: Jay Grokowsky, CPA; Nathan Kalepp, CPA; Joshua Schroeder, CPA



Wednesday, December 14th

8:30 am – 2:00 pm

Holiday Inn, Eau Claire



Thursday, December 15th

8:30 am – 2:00 pm

Hudson House, Hudson




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