VALUATION THROUGH THE VALUE ACCELERATION METHODOLOGY
Business valuation is an integral element of the owner’s value acceleration and exit journey. Advisors, however, often find providing valuations a challenge. What type of valuation does my client need? What is the difference between a Calculation of Value and a Certified Valuation? If I’m not a Value Advisor, can I still help my client understand the value of their company but not perform the entire Triggering Event? Is licensing valuation software the best choice for me? If I’m not an expert in business valuation, how can I deliver the Profit Gap and the Value Gap information to my client with confidence?
This session will help you understand how to deliver the right valuation solution at the right time for your client. With our 40 years of valuation expertise and experience, we will show you how we’ve been partnering with CEPAs and Advisors to provide business valuation solutions throughout the client’s exit journey.
Learning Objectives:
- Understand how your clients’ valuation needs and requirements change throughout the Value Acceleration journey.
- Calculation of Value vs. Certified Valuation – Why should you care?
- Understand how Quist’s Centralized Valuation Services can fit into any CEPA’s business model.
- Understand when you should fill the Business Valuation Expert role on your CEPA team?
About the Presenter:
Hear from industry expert Shina Culberson, President, Quist Valuation.
Event Details
Who Should Attend?
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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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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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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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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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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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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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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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Insurance Professionals
Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.
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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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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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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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Other Business Professionals
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Business Consultants
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Private Business Owners
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Professional Advisors
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Members of Family Business Boards
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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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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
Meet Shina Culberson:
As the President of Quist, Shina Culberson brings over two decades of financial and valuation experience to her leadership and guidance of the firm. Known for her direct style and laser focus, Shina specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes.
Prior to joining Quist, Shina was an Equity Analyst for Cohen Independent Research Group where she provided security valuation and investment recommendations on public companies in the biotech, high-tech, and entertainment industries. Additionally, she served as a Director at Charles Schwab Investment Management where she managed the International Credit Research Team covering international financial institutions and emerging market Asia and Latin America sovereign investments. The team covered over 50 debt issues and had oversight responsibility for approximately $32 billion in portfolio holdings.
Shina is a Certified Exit Planning Advisor and is a faculty member for the Exit Planning Institute teaching the valuation section of EPI’s certification course. Shina is also President of EPI’s Rocky Mountain Chapter where like-minded professionals collaborate to ensure better outcomes for business owners in transition and exiting their businesses.
Shina graduated with a bachelor’s degree in Economics from Claremont McKenna College, holds the CFA designation, and is a member of the Society of Analysts in Denver.
