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Valuing Privately Held Businesses for Succession and Exit Planning

Exit Planning

 Valuing Privately Held Businesses for Succession and Exit Planning
CPE Credit

Program Type: Recorded Webinar(Audio, PPT)
Program Level: Intermediate
Prerequisites: Previous training or research on subject matter being taught
Advanced Preparation: None
Delivery Method: Group Internet-Based
CPE Credits: One (1) Hour
Fields of Study: Accounting
Item Number: 14PEP0725
Shipping Weight: 0lbs. 0oz.
Price: $80.00
Program Description

This webinar addresses the subject of valuing privately held businesses for succession and exit planning purposes. It begins with a discussion of the impact of business value on the net worth of the business owner. Next, a case study is used to demonstrate how a proper valuation of the business can assist business owners in their succession or exit planning. The webinar concludes by examining the major factors that affect the valuation of privately held businesses.

Learning Objectives

After completing this webinar, attendees will be able to:

- Prepare a valuation for succession or exit planning purposes
- Demonstrate the impact of business value on the net worth of the business owner and his or her ability to retire
- Explain the factors affecting the value of privately held businesses in the framework of succession and exit planning

Who Should Attend

Business valuation and M&A professionals, business brokers, accountants, attorneys, and tax advisors


Willis Eayrs, CVA, CM&AA, CMAP, CEPA
Mr. Willis Eayrs is an independent corporate financial advisor based in Stuttgart, Germany. In this role, he advises business owners and corporate and private equity investors in the purchase and sale of business interests in middle-market companies. The focus of his work centers around valuing and financing business enterprises and negotiating business exchanges. In addition to his work as a financial advisor, Mr. Eayrs is a lecturer at the University of Applied Sciences in Esslingen (Germany) and a principal faculty member at City University in Seattle where he teaches courses in corporate finance and M&A.