What is the Value of My Business and Why do I Need to Know?


What is the Value of My Business and Why do I Need to Know?

Business owners often think they only need to know the value of their business when they have a transition or transaction planned.   However, knowing the real value of a business helps business owners plan and planning creates value.  For many business owners, their business is often a large portion of your retirement plan.  However, many business owners don’t know the value of their business or may have an unrealistic idea on the value of their business.  In addition to retirement planning, there are many more reasons why you should know what the value of your business is.  Finding the right person to help you assess that value can be just as critical to the process.


Learning Objectives:

    • Market trends and the need to understand the value of your business and how it can change
    • Value Drivers and how the value of business is estimated
    • Why just applying a multiple will not get you to the right answers
    • Appraisals are not all created equal:  What to look for from a valuation and an appraiser to make sure you are getting the value you need from the process at the right price point


Meet the Presenters:

This meeting will include speakers Chris Hendricks and Lisa Cribben speaking about business value.


This Event is Free! Thank you to our sponsors:

Sponsored by Epiphany Law, Journey Consulting, CLA, Sagemark Consulting, and Wipfli LLP.

This meeting will be held at The Marq.

Address: 3177 French Rd De Pere, WI 54115


The EPI Northeast Wisconsin Local Chapter is different than other groups because it brings together a diverse group of professionals from a wide range of specialties that can naturally work collaboratively on exit planning, succession planning, value growth, transaction or any engagement from both sides of the equation. The chapter meets regularly to network, reconnect, grow knowledge, and sharpen their skills with a common goal: Change the outcome for transitioning business owners. Make plans to join us for future events and connect with the local leadership by visiting www.EPINortheast.org.

About the Presenters

Chris Hendricks
Lisa Cribben

Lisa Cribben

Partner at Wipfli


Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour

One (1) CFP ® credit

NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact Josh Koza at JKoza@Exit-Planning-Institute.org.