Most business owners don’t know what their business is worth or have unrealistic expectations of what they might receive for their business. Business valuations are a critical component in the exit planning process – but valuations are also required for other business situations such as for making gifts or charitable contributions, employee stock ownership plans or stock incentive programs, financing, financial reporting or entity structure changes.
As such, there is often confusion around the types of valuations that are available from various sources. In this session, you will learn the difference between qualified re-casted financial analysis and certified business valuations – and in which situation each may be most appropriate. Understand the methodologies used to determine the value and drivers identified that can be improved upon to increase the enterprise value of a business.
Melisa Silverman, a Certified Exit Planning Advisor, as well as a Certified Valuation Analyst. Tuesday, May 1, Melisa will be hosting a webinar to discuss the difference between value and certified value. During the session, attendees will learn the difference between qualified re-casted financial analysis and certified business valuations – and in which situation each may be most appropriate. Attendees will be able to understand the methodologies used to determine the value and drivers identified that can be improved upon to increase the enterprise value of a business.
Ms. Silverman is a Partner in The Founders Group, a national company focused on providing business transition services for closely held companies using a holistic and collaborative process that interferes the least in the business, yields business results increasing cash flow, profits and business value and frees up time for the business owner.
About Exit Planning Institute:
The Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners. We view exit planning as a strategy, not an event.
EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.
Only 2 out of every 10 businesses that come to market actually sell. We want to increase the number of saleable businesses.
Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there. We want to improve those intergenerational transitions.
Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business. We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.
EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.