Expert insights on business valuation, exit planning, M&A, and succession from certified valuation professionals. Practical guidance for business owners and advisors.
100+ Articles · CFA, CVA, CPA Certified · Updated Monthly
A practitioner’s look at how AI and continuous valuation data are reshaping exit planning for CEPAs and the owners they serve.
How AI and real-time valuation data are reshaping exit planning for CEPAs and their business owner clients. The 73/13 engagement gap, the three ways plans quietly die, and what an AI-forward fiduciary practice looks like.
The exit planning engagement gap, unpacked. Why most owners who intend to transition never actually do, the four quiet failures that make the gap, and what specifically closes it.
How AI-assisted infrastructure lets CEPAs scale from five to eight engagements to fifteen to twenty, compress intake, strengthen retention, and keep fiduciary judgment at the center of the practice.
Learn valuation methodologies, when valuations are required, and how to maximize your company's value. Comprehensive guide covering income, market, and asset approaches.
Discover the comprehensive process of preparing your business for sale or transition. Learn the key components of successful exit planning and why starting early matters.
Discover the key factors that drive business value and learn how different valuation methods produce different results. Get clarity on what your business is truly worth.
Essential strategies for financial advisors helping business owner clients plan exits and transitions. Learn how to position yourself as a trusted advisor in business succession.
How valuations are used in mergers and acquisitions. Learn about quality of earnings analysis, deal structures, and post-transaction considerations.
Understand how CEPAs coordinate complex exit planning processes. Learn about the CEPA designation and how to work with exit planning professionals.
Detailed analysis for 1,000+ industries including valuation multiples, SBA lending trends, transaction data, and private company benchmarks from 450,000+ businesses.
Compare 2,100+ SBA lenders by industry specialization, rates, loan sizes, and approval data. Research based on 347,000+ actual SBA 7(a) loans.
Our certified valuation professionals provide comprehensive business valuations, exit planning, and transaction advisory services for private companies.
Schedule a Consultation →A comprehensive timeline for planning your business exit. Learn what to do 3 years out, 2 years out, 1 year out, and in the final 6 months before transition.
Deep dive into Income, Market, and Asset approaches to valuation. Learn which method applies to your business and why valuators often use multiple approaches.
Proven strategies to increase your company's value before selling. Learn about the key value drivers and how to position your business for maximum sale price.
When SBA lenders require business valuations, what they look for, and how USPAP compliance affects loan approval. Essential reading for SBA lending professionals.
Navigate the complex emotional and financial aspects of keeping your business in the family. Learn about common succession structures and tax implications.
How private equity buyers evaluate businesses, typical deal structures, and what happens post-transaction. Learn if PE is the right exit path for your company.
