Succession Planning and Exit Strategies: Challenges and Opportunities Today

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Training Event Transcripts
September 9, 2010
James Andersen, CPA/ABV, ASA, CFF, MBA
Ronald L. Seigneur, MBA, CPA/ABV, ASA, CVA, CGMA

Summary

Not to mix analogies, but a tsunami of valuation opportunities is upon us, and your window of opportunity may be closing faster than you realize. We are referring, of course, to the impending retirements, sales, and bequests that are the result of an aging baby-boomer generation as they prepare to leave their businesses behind for the later stages of life. Though this surge of business appraisal and valuation work has long been on the horizon, few appraisers are actually taking steps to expand their practices into the niche areas these new opportunities demand. What's more, even fewer are aware of the valuation challenges inherent in these fields. In Succession Planning and Exit Strategies: Challenges and Opportunities Today, expert appraisers Jim Andersen and Ron Seigneur show how to avoid the pitfalls inherent in exit planning and succession strategy valuation work. From the appraisal techniques needed and imperative knowledge when entering this marketplace to how to move your practice toward new valuation areas, Seigneur and Andersen cover it all in this can't-miss presentation.
Succession Planning & Exit Strategies: Challenges & Opportunities Today
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