Not every weakness deserves equal attention—and not every growth initiative creates value. We’ll talk about identifying the factors that are helping or hurting value and using those findings to determine which strategic priorities could make the greatest difference. Our prior programming has identified recurring revenue, market position, and owner independence as potential value drivers, while […]
We’ve seen how outdated agreements, incomplete triggering events, and ambiguous valuation language can create problems precisely when owners need clarity most. This program will look at buy-sell provisions through a practical lens: what happens when the agreement actually has to be used?
“What comes next” doesn’t necessarily mean selling the company. It could mean an acquisition opportunity, an ownership transition, management succession, an unexpected offer—or simply an owner deciding that the business needs to depend less heavily on them. One of the fundamental questions in valuation is whether a business is truly transferable or whether it is […]
We’ll take attorneys behind the scenes of the expert process—from defining the scope of the engagement and gathering the right information through expert reports, discovery, deposition, and trial. The goal is simple: help counsel understand how to work more effectively with financial experts and make better use of their expertise throughout a matter.
Our Introduction to Business Valuation 22-page guide breaks down complex valuation concepts and highlights key drivers of value. We wrote it to serve as your go-to reference for business valuation basics.