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Quist Valuation Presents:

The Valuation Continuum: Understand What Type of Business Valuation Your Client Needs and When

May 21, 3:30 pm

– 3:50 pm

Camelback Ballroom

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About This Session

As you bring your clients through the Value Acceleration Methodology (VAM), their valuation needs will change. A “calculation of value” during the business planning process may not be appropriate to meet the standards of an “opinion of value” during your client’s personal wealth planning. This Learning Lab will enable you to identify what type of valuation is appropriate for your client depending upon what stage of the planning process they are in.

Additionally, Company valuations are dynamic and can change dramatically depending on what industry your client operates in and who the best buyer for their company is. This Learning Lab will help you understand the 6 Characteristics that drive business value.

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Shina Culberson

Learning Objectives

Gain an understanding of Business Value
Difference between Calculation of Value and an Opinion of Value
How to identify where your client is along their transition plan and what type of business valuation they need
Understand the 6 Characteristics that drive company value

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