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Valuable Insights with Nataliya Kalava CVA, ABV, MAFF Nataliya Kalava CVA, ABV, MAFF
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Valuable Insights is your destination on how to optimize your decision-making. We share interesting ideas and help you thrive personally and professionally as an entrepreneur or a seasoned business owner, advisor or finance enthusiast. Join our insightful community!
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9. Trusts, Estate Planning & Business Valuation
Brief discussion about various trusts used in estate planning and business valuation concepts and guidance.
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8. Why do people perform business valuations?
Business valuations are performed for a variety of reasons. In this segment, we discuss few common reasons why business valuations are performed.
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7. Income Approach vs Market Approach
Brief introduction to market vs income approach to valuation.
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6. Truth About Financial Protection with Lorena Tomasini
My special guest is Lorena Tomasini. Lorena and her company helps individuals, families and small business owners with financial protection. That can mean: life insurance with living benefits, health insurance, vision and dental, health insurance for people 65 and over.
Reach out to Lorena by calling or texting at 786-236-1792 during business hours. Other ways to contact Lorena: Website https://www.malmins.com, LinkedIn https://www.linkedin.com/in/lorenatomasini and Email Life@malmins.com -
5. Organize & Excel with Your QuickBooks with Rossana Laib
My guest is Rossana Laib. Rossana is the founder of NextDoor Bookkeeping | 813 586 1619 | rossana@nextdoorbookkeeping.com. She is a Certified Quickbooks Consultant working with companies and business owners to help them unravel the intricacies and complexities of organizing, managing and running their bookkeeping with QuickBooks Online. https://nextdoorbookkeeping.com. Rossana's LinkedIn https://www.linkedin.com/in/rossanalaib/.
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4. Building Strong Financial Foundation with Michael Valdez
During this episode, I had the honor to interview Michael Valdez. Michael is a Certified Financial Planner and an LPL Branch Manager at Synergy Wealth Alliance in the Greater Tampa Bay Area. During our engaging conversation, we discussed a wide range of topics from Argentine tango dancing to managing and building solid financial foundation. If you would like to connect with Michael, reach out to him directly on Linked In https://www.linkedin.com/in/michael-valdez-5107a6/.