Sessions Overview
The Exit Planning Summit features an assortment of session types to fully immerse advisors in exit planning content from industry experts, partners, and thought leaders.
In this session, you will gain a practical understanding of business valuation through three real-world case studies tailored for exit-planning advisors. You’ll learn the core valuation approaches—asset, market, and income—and when each applies across a company’s lifecycle: Discovery, Growth, and Exit. We’ll demystify when to use an estimate of value versus a certified valuation and how to communicate valuation results in clear, actionable terms. Leave equipped to spot value gaps, translate financials into meaningful insights, and confidently guide clients toward a successful internal or external transition.
- Differentiate the market and income approaches in plain-English terms and explain when each is most appropriate for a lower-middle-market company.
- Apply common normalizing adjustments to uncover true EBITDA (owner salary, one-off expenses, related-party rent, etc.).
- Spot the three biggest value-gap drivers (earnings quality, growth visibility, and risk concentration) in a client’s financials.
- Translate valuation findings into a simple, actionable growth/derisking plan owners can execute before an internal or external exit.
- Speak confidently about valuation with clients, avoiding the “black-box” perception.



