Succession Insights: Valuation in succession planning

A critical component of the exit planning process, a business valuation provides the framework in which planning can occur. Once the value of your business—and a realistic sales price—is established, you can make informed decisions relating to succession, retirement, and tax and estate planning. A valuation also provides insight into the areas that have the greatest impact on enhancing the value of your company.

To assist you in understanding all factors that must be considered when placing a value on your business, we offer this overview containing just some of the advice we provide our clients as their Valued Business Advisor.