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Valuation Masterclass: Takeaways for Owners & Advisors
July 16, 2025 @ 2:00 pm – 3:00 pm EDT
During this session, we’ll follow a case study of a business owner navigating the process of preparing for and completing a successful sale. You’ll learn how to increase value before selling and gain insights into key valuation strategies – including the most commonly used methods: Income Approach, Market Approach and Asset Approach.
Who Should Attend
Business Owners, Executives and Finance Professionals
Learning Objectives:
- Identify the three primary approaches to business valuation and the most commonly used methods within each.
- Describe the key steps and considerations in the valuation appraisal process.
- Apply strategies to enhance value creation in the valuation process.
Speakers
- Curtis Farrow, Managing Director, Armanino Advisory LLC
- Kellie Adkins, Managing Director, Armanino Advisory LLC
Participants will earn 1 CPE credit*
(Field of Study: Specialized Knowledge)
In order to be awarded full credit, you must stay on for at least 50 minutes and respond to three out of the five polling questions asked during the program.
*NASBA DETAILS
Delivery Method: Group Internet Based / Prerequisite: None / Advanced Preparation: None / Program Level: Basic / Recommended CPE Credits: 1 | There is no fee for this program. For more information regarding complaint and/or program cancellation policies, contact [email protected].
Armanino is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
