Business Valuations: Case Studies

Selling a business is best thought of as a process, rather than an event. With knowledge of the factors that can impact valuation and deal structure, clients are better prepared to align their day-to-day decision making with exit planning strategies. Advisors from all disciplines will benefit from understanding why it is important not to wait until it is too late to begin having these conversations.

This session covers analyzing financial statements, the definition of value (Fair Market Value vs. Fair Value), and the distinction between price and value. Case studies will illustrate practical applications, including the valuation of a law firm for a deemed disposition (departure tax), an accounting firm for acquisition financing, a grocery store for a deemed disposition (date of death), a distributor for an estate freeze, and a doctor’s office for an acquisition and capital raise. The program concludes with a questions and answers segment. Presenters include Abhishek Mathews, Principal at Minerva Valuations Inc. and Managing Director at Enclave Capital LLC, and Ronald John McKenna, LL.B., Managing Director at Minerva Valuations.