Tips for Maximizing Business Value



Whether you have an existing business or are considering starting a business, Michael Gerber, author of The E Myth, suggests the only reason to build a business is to sell it.

Sadly, many business owners wait too long to prepare the business and they do not have enough time to maximize the sale price of the business; for some, the idea of selling their business never even crosses their minds and others are caught off guard by an unfortunate event.

To avoid getting caught off guard, it is best to start as soon as possible to prepare your business. It is never too early.

In this presentation we will offer are a few tips to help increase the value of your business over the next 24 to 36 months

Learning Objectives:

  • Learn about several ideas that minimize/maximize business value, to consider now, before selling a business.
  • Recognize the benefits of preparing a business for sale in advance of the sale.
  • Walk away with one or two actionable ideas that can increase business valuer before a business sale.


Meet the Presenter:

Hear from industry expert Shaun M. Simma, CPA, CVA, CEPA, Shareholder, Simma Flottemesch & Orenstein, Ltd.

About the Presenter


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The EPI 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

About the Presenter

Shaun M. Simma, CPA, CVA, CEPA

Shaun M. Simma, CPA, CVA, CEPA

Shareholder, Simma Flottemesch & Orenstein, Ltd.

Shaun Simma is a shareholder in the accounting firm Simma Flottemesch & Orenstein located in Minneapolis, MN. Shaun works with small businesses and business owners in the areas of tax compliance, tax planning, business valuation, ownership transition and exit planning.

Shaun holds a Bachelor of Accounting degree from the University of Minnesota Carlson School of Management. Additionally, he holds the CPA designation and has been practicing in public accounting for over 30 years, the CVA – Certified Valuation Analyst designation issued by the National Association of Certified Valuators and Analysts and the CEPA – Certified Exit Planning Advisor designation issued by the Exit Planning Institute.

Continuing Education

This meeting qualifies for the following continuing education credits:

One (1) CPE hour (pending approval)

One (1) CFP hour (pending approval)

One (1) CEPA credit (pending approval)


NOTE: Proper documentation must be collected and submitted to qualify for continuing education. For questions regarding awarded continuing education credits, please contact the Exit Planning Institute (EPI).