Business Valuation for Exit Planning

Recent Speech for the North Texas Exit Planning Institute

I spoke to the North Texas Chapter of the Exit Planning Institute on September 8, 2017 on the topic of Business Valuation for Exit Planning. I appreciated the opportunity to address the group. You can find a link to my handouts below if you are interested.

Business Valuation for Exit Planning – NTXEPI – 9-8-2017 – ZCM

In addition, Mark Winger, CFA, CPA/ABV, ASA of Gordon Brothers-AccuVal, who invited me to speak, was nice enough to record a short video.

I was grateful to receive emails from a few of the attendees:

Thank you for your interesting presentation to the North Texas EPI Chapter last Friday morning.  I have found that many clients don’t know what their financial needs will be post exit and so don’t have a grasp on where the value of their company needs to be.  This was good information, and I enjoyed the humor that was interjected as well. – Betty Schnaufer, CMAI

Chris, Sorry I didn’t get to shake your hand – your presentation was not only packed with great content, it was extremely entertaining. – Patrick K. Doyle

I always enjoy speaking to different groups around the country on business valuation and ownership transition issues. Check out the “Speaking” menu item for more information.

Be well,




Valuation is important for business owners for many reasons.  One of these reasons is for the operation of buy-sell agreements.  If you are thinking about your buy-sell agreement (and you should be), then take a look at Buy-Sell Agreements for Baby Boomer Business Owners, my Kindle book on the topic.

I’ve priced it at $2.99 so you won’t have to think about the expense.  So click on the image of the book.  You will be taken to Amazon.  Then buy the book.  Don’t be mislead by the price.  It is a full length book.  If you like it, as most readers have, please take a few minutes and review the book on Amazon!

Additionally, my two most recent books are available in an Ownership Transition Bundle.  The bundle, priced at $35 plus s/h, has been attractive for many business owners, appraisers, and attorneys.


Please note: I reserve the right to delete comments that are offensive or off-topic.

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