Business Valuation for Exit Planners

To the majority of business owners, their business is their life. They’ve poured their time and money to make sure their organization takes off. For most, the company is their largest asset. When they go to transition out of the company and into their third at, they often aren’t sure the value of their business. As our research shows, that only two out of 10 businesses that go on the market will actually sell. A full 80% will not. Business valuation is critical when selling a small business.

During this webinar, Dan Doran, CVA, CEPA, and Founder of Quantive Valuations, will provide an in-depth discussion on business valuation, especially for exit planners.

Learning Objectives

  • Describe what a business valuation is and terms specific to the industry.
  • List the various designations and relative credential of participants.
  • Identify the purpose of the appraisal (estate & gift, M&A, etc.) and describe the effect on the value.
  • Understand the basics of USPAP and appraiser independence.
  • Correlate the future effect of assigned value on the potential value developed

Dan is an experienced and sought-after valuation expert.

With deep experience in M&A, his point of reference goes beyond debits and credits.  His background in M&A transactions gives keen insight into “what it’s really worth.”  He focuses his practice on helping shareholders drive value growth in their company.

Mr. Doran is a seasoned valuation professional with experience in performing valuations on a wide range of businesses in both size and type.  Mr. Doran has performed business valuations since 2004. He has completed over a thousand valuations in various industries including, amongst others:

  • Government and defense contractors
  • IT (SaaS, managed services, DevOps, e-tail, more)
  • Professional Services
  • Distribution, Transportation and Logistics
  • Manufacturing
  • Retail – Multi-location, franchise
  • Many others – CV available on request

In addition to completing valuations on a standalone basis, Mr. Doran is also deeply experienced in valuation on a more practical basis as part of actual M&A transactions.

Early in his career Dan was a key member in a bankruptcy turnaround / leveraged buyout and worked at GE on large restructuring projects.  He was also an active duty Army Officer (Cavalry –Scouts Out!).

The broadcast will be held on Tuesday, February 27 at 1PM ET. Register now

About Exit Planning Institute:

EPI LogoThe Exit Planning Institute (EPI) is an education company that provides exit planning education to advisors and middle market business owners.  We view exit planning as a strategy, not an event.

EPI leads the professional services profession with the best industry content, ongoing support, and owner education platform, all of which align with our mission: Change the outcome.

Only 2 out of every 10 businesses that come to market actually sell.  We want to increase the number of saleable businesses.

Only 30% of family businesses successfully transition to the second generation, only 12% transfer to the third, and the success rates diminish from there.  We want to improve those intergenerational transitions.

Of those that succeed in the sale of their business, 75% experience “profound regret” within one year of exiting their business.  We want to understand why and create strategies that achieve profound success, wealth, and satisfaction.

EPI is an education company, powered by an elite community of top advisors and owners, all focused toward creating a valuable, transferable future for the business marketplace.

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