BUILT TO LAST – Valuing, Protecting & Passing on the Business
Financial Markets Inc is pleased to present a special in-person Professional Development Luncheon focused on how valuation, legal and financial planning work together to help clients implement business succession, retirement, and estate planning. 1 hour South Dakota Life & Health Insurance CE credit will be provided (If desired, NPN # required).
Most business owners spend a lifetime building their business. Few know exactly what it is worth, how to protect it, or how to transfer it successfully. Join local leaders in accounting, law, and financial planning as they explore the:
THREE QUESTIONS EVERY BUSINESS OWNER MUST ANSWER
WHAT HAVE I BUILT?
HOW DO I PROTECT IT?
HOW DO I PASS IT ON?
Date:
Tuesday, September 29, 2026
9:00 AM – 12:00 PM
Lunch Provided by Angel’s Catering
Location:
Western Dakota Technical College
800 Mickelson Dr
Rapid City SD 57703
Speakers & Topics:
Special Feature Session:
PAUL THORSTENSON, CPA, ABV
Partner | Ketel Thorstenson LLP
Business Value
- Why business valuation matters
- What drives business value
- Critical questions every owner should ask
- Valuation as the foundation for retirement, succession, and estate planning
JENNIFER TOMAC
Certified Elder Law Attorney | Tomac & Tomac Law Firm
Legal Protection
- Estate and succession planning essentials
- Common planning mistakes and blind spots
- Protecting families, heirs, employees, and business partners
- Turning intentions into documented legal plans
EDWARD BARTLING, MBA, CLU, FLMI, ACS, AIAA
Chief Operating Officer | Financial Markets Inc
Legacy & Succession
Bringing It All Together
Real-World Business Owner Case Study
See how valuation, legal planning, and financial planning work together to answer one of the most important questions a client will ever ask, “HOW DO I PASS IT ON?” Discover an innovative valuation resource that helps advisors:
✓ Start meaningful conversations with business owners
✓ Identify succession planning opportunities
✓ Uncover retirement and legacy concerns
✓ Strengthen relationships with CPAs and attorneys
✓ Create actionable planning solutions
Free Event
This free event is open to professionals in the financial industry, Financial Advisors, Insurance Professionals, CPAs, Attorneys, Trust Officers, Bankers, Estate Planners, Business Planning Specialists, NAIFA, Big I, West River Estate & Financial Planning Council Members, and Professional Staff Members.