Ownership Transition and Business Valuation: A Window of Opportunity to Make a Difference to Your Client

May 9, 2018

Vanessa Brown Claiborne and Nene Glenn Gianfala to speak at the 2018 AFWA Women Who Count Conference in Kansas City, MO

Monday, October 29, 2018 | 10:10 AM to 12:00 PM

This session will provide an overview of the exit planning process and business valuation. We will walk through the steps of exit planning which include a checklist of items for your clients to consider while preparing for a transition followed by an applicable case study.  Attendees will learn the basics of business valuation and how to help their clients maximize the value of their business prior to a transition followed by applicable valuation examples.  After leaving this session, attendees will have an understanding of how to implement exit planning into their practice, better assist their client in adding value to their company prior to their exit, and ensure their client’s needs are met for the next phase in their life.