State of the Valuation Profession

Thursday, September 11, 2025 | 8:10–9:00 a.m. MT

Program Description

In State of the Valuation Profession, Chris Mercer explores the different aspects that make up the ever evolving landscape of the valuation profession today. The topics that Mercer covers include: the generational perspectives and outlook for valuation service providers, the consolidation of business valuation firms, the increase of demand for business valuations professionals, the continuing specialization and the changing nature of marketing business valuation services, the evolution of valuation theory, technology, and sustainability including ESG.

How You Will Benefit
After completing this course, attendees will be able to:

• Recognize how the business valuation profession is evolving to meet the needs of the developing business landscape
• Identify the three VPOs in the U.S. and what they offer
• Recognize the challenges for business valuation professionals
• Recognize that there is an increasing demand for business valuation services
• Select an effective marketing strategy
• Recognize the trends in business valuation theory
• Identify the evolving trends in technology and data analytics

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Learning activity level that provides a general review of a subject area from a broad perspective.   Personal Development 1 Total CPE Hours   1

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