In this session, you will learn about the fundamentals of business valuation and ways to capitalize on exit planning opportunities that will help owners understand and maximize value. We will walk through a valuation case study and show owners and advisors ways to maximize the return when exiting business while minimizing difficulties in the selling process.

Sean Saari, Partner, Advisory Services – Marcum LLP
Ashley Mercuri, Senior Manager, Advisory Services – Marcum LLP

Program Description Business Valuation in Exit Planning
Important Notice Regarding CPE:
Learning Objectives

After completing this session, participants will be able to:

  • Recognize the methods typically utilized to value a business or ownership interest and understand their basic application
  • Identify normalizing adjustments and assess their impact on value
  • Identify and implement best practices to prepare a company for sale and maximize the sale price
Instruction Delivery Method Group Internet Based
Recommended CPE Credit 1 Credit
Recommended Field of Study Finance
Prerequisites None
Program Level Basic
Advance Preparation None
Cancellation Policy You may cancel your registration at any time prior to the event.
Complaint Resolution Policy For more information regarding refund, concerns and program cancellation policies, please contact our offices at [email protected].

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.