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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.