As advisors, we often hear owners’ claims to know what the value of their company “is” even though they have never had an independent, professional valuation performed. More often than not, the owner’s number is not accurate, current, or even appropriate for the purpose at hand.
Join us to learn the different types of valuations needed depending on the user’s purpose, why the results can vary tremendously depending on the purpose, and what your client should expect as they go through the process of getting an appraisal. Further, hear stories form the front line and how one business owner used the valuation process as a springboard for transitioning a company to the next generation.
- Understand how the purpose of a valuation dramatically impacts the methodologies used and ultimately the end number.
- Learn the difference between a Calculation of Value versus a Conclusion of Value, why it matters, and what factors to consider when selecting the level of service.
- Hear how one company used the benefits of the valuation experience to guide the successful transition to the next generation of owners.
About the Presenter:
Learn from industry expert, Jason LeRoy, Shareholder, Doeren Mayhew, about the difference in business values.
Thank you to our sponsors:
This meeting will be held at UBS Financial Services Inc.
Address: 1217 Woodward Ave, 3rd Floor, Detroit, MI 48226