- How Firms with succession issues can evaluate which option may be best for them - What are the primary valuation factors and how is valuation determined. - What are some common deal sticking points/misconceptions and potential solutions.
Learning Objectives
- Upon completion of this course, you'll be able to:
- Evaluate succession options by assessing ownership readiness, talent pipelines, and cultural fit to determine the optimal path forward.
- Calculate business valuation using income, market, and asset-based approaches to establish a defensible fair market price.
- Resolve common deal misconceptions by structuring earnouts, clarifying transition roles, and optimizing tax terms to facilitate successful transactions.
Major Topics
- How Firms with succession issues can evaluate which option may be best for them
- What are the primary valuation factors and how is valuation determined.
- What are some common deal sticking points/misconceptions and potential solutions.
