In this session, we will discuss complexities associated with valuation of small and lower middle market businesses in the context of the business owner’s objective to monetize wealth stored in the company. We will consider an overview of appraisal methods, adjustments commonly required in small business valuations and issues that can interfere with realization of the appraised value in an actual sale transaction. Finally, we will discuss how financial professionals can assist their business owner clients to maximize the value of their business interests. This session is relevant to financial professionals who work with owner managed businesses.
Key learning objectives include increased understanding of:
• Important valuation elements
• Mechanical adjustments peculiar to small business valuations
• Business issues peculiar to small business valuation
• The importance of the financial professional’s roll in transition planning