Webinar

Valuation Masterclass: Takeaways for Owners & Advisors

July 16, 2025 | 11:00 AM - 12:00 PM PT

Webinar Highlights
Is This Program For You?
Adaptive Insights Professional Services
Service
of Interest
Career Benefits PTO
~60 Minutes
Time Allotment
This webinar is approximately 60 minutes of viewing time.

Webinar Content

Master Valuation Strategies Before You Sell

Join us for an exclusive webinar designed for business owners and advisors like you.


During this session, we’ll follow a case study of a business owner navigating the process of preparing for and completing a successful sale. You’ll learn how to increase value before selling and gain insights into key valuation strategies – including the most commonly used methods: Income Approach, Market Approach and Asset Approach.

Who Should Attend

Business Owners, Executives and Finance Professionals

Learning Objectives:

  • Identify the three primary approaches to business valuation and the most commonly used methods within each.
  • Describe the key steps and considerations in the valuation appraisal process.
  • Apply strategies to enhance value creation in the valuation process.

Speakers

Presentation
Rather Just Download the Full Presentation?
View the presentation here or click on the button below to download a pdf version.
Resources
Related News and Insights
Business Valuation — Option Pricing Method for Equity Allocation
White Paper
A CFO’s guide to help their board understand why & when valuation is important and how the Option Pricing Method works.

July 09, 2025
Benefits of Participating in Your Company's Qualified Employee Stock Purchase Plan
Article
Here’s how a “qualified” ESPP works and why participation can be a wise move for employees.

July 07, 2025
Stay Steps Ahead: Why a Forensic Accountant Should Be an Attorney’s First Call in Legal Disputes
Article
Learn how forensic accountants aid case strategy and resolution for attorneys and business leaders in legal disputes.

May 13, 2025
Have a Question?

We're Here to Help Provide an Answer!

If you have any questions about this webinar or event, or would like to provide us with any feedback, we encourage you to use the form to contact us and we will get right back to you with a response.