Valuing the Family- and Privately Owned Business
Valuing the Family- and Privately Owned Business
2 p.m. ET/11 a.m. PT
Speakers

Stuart A. Smith
Managing Director and Group Co-Head, M&T Investment Banking Group

John W. Lindak
Vice President and Business Valuation Services Manager, Wilmington Trust
John Lindak is manager of Wilmington Trust’s business valuation services group. As a member of the Business Owner Advisory Group, he also provides business valuation services in connection with the development of business owner wealth planning strategies.
John has been engaged exclusively as a professional business appraiser since 1993. He has performed valuations of privately held businesses across many industries to serve a variety of needs including: capital transactions; federal estate and gift taxes; ESOP plans; marital dissolution, and other litigation cases. John has been qualified and has testified as a business valuation expert in New York State.
John has made numerous presentations on valuation topics before various professional and industry associations and has taught advanced finance as an Adjunct Professor of Finance at Niagara University, New York.
John holds an MBA from Northern Arizona University and a bachelor’s degree in Commerce from Niagara University. He has earned the Chartered Financial Analyst (CFA) designation from the CFA Institute. He is past president of the Buffalo CFA Society and has served in several capacities on its board.
John has also been certified as an Accredited Senior Appraiser (ASA) under the business valuation section of the American Society of Appraisers. The American Society of Appraisers is recognized as the nation’s oldest international, nonprofit, independent appraisal organization.

David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director of Family Business and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites. Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.