Every business owner has a unique need for business transition planning

Are you a business owner who is currently contemplating the future of your company? Whether you’re eyeing succession, aiming for a profitable exit or gearing up for a transition, understanding your company’s value is the first step.


A business valuation is more than just a number. It’s a strategic tool that can significantly influence the future of your company. It provides a blueprint for enhancing your company’s worth, ensuring a smooth transition and setting the stage for sustainable growth and long-term success.

In this webinar,  you will learn about the valuation process and how it can benefit your business during the transition phase.

Webinar Topics Include:

  • Difference between the book value of equity and fair market value of equity
  • Why the price matters to key stakeholders
  • Levels of value
  • Should you gift or should you sell?
  • Pricing your business to go to market
  • Real-world case studies

“Your company is with you today. Someday, perhaps a long time from now, you are going to sell it. Today it is pre-liquid wealth, but there are many things that you can do in the interim to manage your pre-liquid wealth.” – Unlocking Private Company Wealth, Z. Christopher Mercer, 2014

Note: It is advisable to get a business valuation five to seven years before you plan to exit. This will provide you with enough time to make necessary improvements to the business and increase its value. When you are ready to sell the business, you can get another valuation to determine the actual worth of your company. This way, you can ensure that you get the best possible price for your business.