What’s in it for Me? Understanding Business Valuation

A huge wave of business owners are getting ready to sell their businesses and retire. Financial planners can provide value to clients who are seeking business valuations. Knowledgeable advisors can dispel confusion around terminology and process, and can reassure business owners struggling with predictable emotional responses. They can increase client loyalty and preserve client relationships from before the sale through the execution of their financial plans. For advisors who own their businesses, understanding business valuation may help them make smarter decisions when positioning their practices for sale.

Learning Objectives:

• Understand business valuation terminology and techniques
• Identify opportunities to increase business value before a potential sale
• Discover how to mitigate business owner biases that can deter a deal