When a business owner is preparing to sell, merge, or bring on new partners, the stakes couldn’t be higher—and the valuation process is often where deals are won or lost. As a financial advisor, you don't need to be a valuation expert to make a big impact—you just need to know the red flags that signal risk for your client.
In this eye-opening session, business valuation specialist Anthony Venette will guide financial advisors through the most common (and costly) valuation pitfalls. You’ll learn how to spot unrealistic assumptions, recognize industry-specific vulnerabilities, and help your clients ask the right questions before signing off on a deal.
Key Takeaways:
- What every advisor should know about valuation approaches and how they can mislead
- Red flags that suggest a valuation may be inflated, outdated, or manipulated
- How to evaluate the credibility of a valuation report and the credentials behind it
- Real-world case studies of clients who paid the price for ignoring warning signs
- Actionable steps to protect your clients and enhance your value as a trusted advisor
Whether your client is buying, selling, or restructuring their business, this session will arm you with the insight needed to safeguard their financial future during one of the most important decisions they’ll ever make.