Boomers Want Out: Valuing Closely Held Entities

BVResearch Pro
Training Event Transcripts
January 31, 2023
Michelle F. Gallagher, CPA/ABV/CFF
Nick Adamy, ASA
discounts & premiums
closely held corporation


Better late than never! For many business-owner boomers, the challenges they faced during the pandemic (and continue to deal with) have finally pushed them to start letting go of their businesses. This webinar will explore what pushes owners to the exit and how you can help them identify and meet their goals. We will explore alternatives to an outright sale, current business valuation issues, discount trends in valuing closely held entities, key tax aspects, and planning opportunities.
Boomers Want Out - Valuing Closely Held Entities
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