EAST TEXAS ESTATE PLANNING COUNCIL

We are pleased to have Larry S. Starks, CFA join us for the ETEPC November 2023 luncheon.  He will be discussing the "why's" and risks involved in selling a family business. 

Mr. Starks leads the Investment Banking Group at Waterview.   He has assisted the owners of closely held companies with the sale and valuation of their companies since 1985.  Prior to Waterview, Mr. Starks managed the Southwest Region for Citi Capital Strategies which was the middle market M&A division of Citigroup and Smith Barney.  Prior to Citigroup, he was in the Valuation Services Group at Arthur Andersen & Co.  

Mr. Starks authored instructional materials for business valuation classes  and was asked by the AICPA to lecture  on the topic of business valuations and transactions. He is a  past member of the faculty of the National Center for the Judiciary in Reno, Nevada. Mr. Starks has been featured on PBS's Small  Business School series regarding exit strategies, and is a frequent speaker at Baylor University regarding  mergers and acquisitions. 

Education

• B.B.A. Finance and Economics, Baylor University

Professional Designations and Memberships

• Chartered Financial  Analyst (CFA) 
• Senior Member (ASA) of the American Society of Appraisers (Inactive), Certified in Business Valuation
• Series 24 General Supervisory Principal
• Series 28 Financial and Operational Principal
• Series 79 Investment Banking Representative
• Series 62 and 63 Registered Securities Representative

C. E. CREDIT: No prerequisites required.

CPAs: One hour                                CFP: One hour

Attorneys: One hour                          CLU: One hour - based on course content