Join us for an informative session on business valuation, where Erin Angell, Senior Associate at Adamy Valuation Advisors, will guide us through the frameworks used to assess company value. This presentation will explore essential valuation methodologies, the impact of business value drivers, and real-world applications to enhance decision-making for attorneys and CPAs. Attendees will leave with practical insights to better advise clients in corporate transactions, tax planning, and dispute resolution.
Learning Objectives:
- Purpose-Driven Valuation – An overview of why valuations are performed and how the intended use shapes the valuation approach and report type.
- Valuation Approaches Simplified – A breakdown of asset, income, and market approaches, including practical examples for each.
- Key Value Drivers – Insight into critical factors that affect business value, from cash flow consistency to economic moats and growth scalability.
About the Presenters:
Hear from industry expert Erin Angell
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Event Details
Who Should Attend?
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Attorneys
You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.
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CPAs/Accountants
Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.
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Wealth Managers
You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.
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Financial Advisors
One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.
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Valuation Analysts
Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.
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Investment Bankers
Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.
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Estate Planners
Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.
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Strategic Consultants
One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.
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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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Mergers & Acquisition Advisors
Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.
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Commercial Lenders
One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.
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Family Business Advisors
More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.
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Other Professional Advisors
Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.
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Private Business Owners
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Members of Family Business Boards
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Professional Advisors
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Business Consultants
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Other Business Professionals
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Business Owners
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Business Owners & Their Trusted Advisors
EXIT PLANNING IS GOOD BUSINESS STRATEGY
The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.
ABOUT THE PRESENTER
Erin joined Adamy Valuation in 2023 after four years of experience in economic consulting. As a Senior Analyst, her primary responsibilities include providing clients with valuation and financial advisory services in connection with mergers and acquisitions, financial litigation disputes, economic damages, and other financial transactions.
Prior to joining Adamy, Erin was an Associate at a global economic consulting firm in Boston, where she worked on a wide array of cases spanning multiple industries, including securities class action disputes, mining valuation, executive compensation, and fair market value determinations. Erin attended Wesleyan University, where she graduated phi beta kappa with a double major in Economics and Psychology in 2019. During her time at Wesleyan, Erin was a member of the Varsity Swimming and Diving team and worked as a Teacher’s Assistant in the Economics department.
Outside of work, Erin enjoys getting outside to play sports with friends or ride horses. In the summers, she often travels back to Greece, where her family is from!
Erin has always loved to learn new things, and actively pursues new challenges every day. She says she receives the most satisfaction when she is able to teach others what she has learned.