An article gives some tips on how to have preliminary discussions with business owners about the valuation process and how it works. Although written as guidance for CPA personal financial planners, the article is helpful for anyone explaining BV to someone unfamiliar with it. The authors, Sidney Kess, an attorney with Kostelanetz & Fink, and Edward Mendlowitz, a CPA/PFS and accredited valuation expert with WithumSmith+Brown PC, tell CPAs that, if clients need a valuation, an accredited valuation expert should be engaged.