In this session, you will gain a practical understanding of business valuation through three real-world case studies tailored for exit-planning advisors. You’ll learn the core valuation approaches—asset, market, and income—and when each applies across a company’s lifecycle: Discovery, Growth, and Exit. We’ll demystify when to use an estimate of value versus a certified valuation and how to communicate valuation results in clear, actionable terms. Leave equipped to spot value gaps, translate financials into meaningful insights, and confidently guide clients toward a successful internal or external transition.
This session qualifies for up to:
1.5 Value Acceleration Knowledge Hours
1.5 CFP Hours
1.5 CPE Hours
