A Message from Chris

I have been speaking to business owners, attorneys, accountants, appraisers, and other professionals about building and understanding the value of businesses for many years.  I will now speak about the topic of this blog:

From Building Value to Living It—Aging Gratefully.  Talks are designed to take the principles from valuing businesses to apply to living lives of value.  We can talk about the needs of your organization.  When we value our lives, we have an opportunity to age gratefully.

And I still speak about topics related to business valuation.

• An Integrated Theory of Major Valuation Issues. My book, Business Valuation: An Integrated Theory Third Edition (with Travis Harms), published by John Wiley & Sons, Inc. is the basis for this overview speech.  Particular valuation issues can be addressed in the context of the Integrated Theory.
• Buy-Sell Agreements for Attorneys. My most recent book is Buy-Sell Agreements: Valuation Handbook for Attorneys, is published by the American Bar Association.  The book and the speech will help attorneys help their business owner clients.
• Unlocking Private Company Wealth. My book, Unlocking Private Company Wealth is the basis for talks focusing on the importance of both management and ownership succession. These talks also address the concept of creating liquidity outside of an owner’s business while he or she still owns it.  And this topic ties well into the topic, “From Building Value to Living It – Aging Gratefully.”

Chris will present live for your group with proper prior planning.  He can also deliver content in high quality presentations on Zoom or Teams or other platforms.

What Clients Are Saying

“Chris is a highly ranked presenter, and we invite him back every chance we get. He is a thought leader in the profession and a riveting presenter who brings his passion and teaching talent to the podium. His smarts, humor, and good spirit always guarantee a top-notch engagement.” – Lucretia Lyons, Business Valuation Resources, LLC

“Chris’s entertaining and highly informative message for business owners and advisors is drawn from his wealth of experience working with busted buy-sell agreements. His presentation, along with his book, was a huge hit with our attendees. I cannot recommend him highly enough.” – Eva Lang, CPA/ABV, ASA, Financial Consulting Group, LLP

“Our group of business owners very much liked your program. We both know that most private, family-owned businesses do not have proper succession, exit, and transition planning in place. Your presentation did a great job of revealing some of the issues that business owners should be addressing.” – Chris Roehm, Blueprints for Tomorrow

“The presentation and book, Unlocking Private Company Wealth, Chris shared will help completely transform my approach and dialogue with my business prospects.” – Jim Barnes, The Duke Agency, LLC

“Chris – We greatly valued and appreciated your presentation. The reviews were just superb!” – Joseph E. Frack, CPA, CGMA, Society of Financial Services Professionals