Webinar Registration

Protecting Your Clients in High-Stakes Moments:
A Guide to Valuation Red Flags

Date: Thursday, September 18, 2025 at 12:00 PM ET

CE Eligible

Duration: 75 minutes

Anthony Venette, CPA

Manager, Corporate Value Consulting Withum

Anthony works with business owners, families, and their advisors on valuation and related issues for trust and estate filings, shareholder transactions, and corporate planning. His focus is on delivering clear, well-supported, and defensible analyses that stand up to scrutiny from the IRS, a court, or a counterparty.

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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Red flags that suggest a valuation may be inflated, outdated, or manipulated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.

*CE/CPE Eligible: 1.0 CE credit(s) is(are) available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit(s).
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.