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The show welcomed back sponsor Carl Sheeler of Business Valuations Ltd. Mr. Sheeler’s company focuses on evaluating a business’s worth. Knowing a company’s value is imperative when a company is looking towards upcoming events such as: a merger or acquisition, new partnerships or even estate planning. In this interview, the discussion focused on how estate planning attorneys can maintain their key advisory role to their high net-worth clients.
Carl Sheeler earned a Ph.D. in finance in 2004 from the Union Institute and University. After his decade long career as a U.S. Marine officer, Carl joined the ranks of Business Valuations, Ltd in 1992. With more than 20 years in this specialized profession, Carl Sheeler has been active in several different groups that advocate the importance of businesses utilizing the guidance of trusted advisers. Some of these groups are: Strategic Trusted Advisers Roundtable (STAR), Southern California Alliance of Merger and Acquisition Advisers, and National Association of Certified Valuation Analysts.
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