The Importance of Business Valuations & How To Do A High Level Analysis

This session is part of Boone County Economic Development Corporation’s series of 11 webinars designed to help small businesses address accounting, IT, HR, social media, and general business questions and concerns. The series aims to help small business owners set intentional goals, better understand financial processes, market to a new audience, and learn about options for technology upgrades. The panel discussion will include Dan Rosio, partner with Katz, Sapper & Miller’s Valuation Services Group; Dennis Tygart, wealth strategist, Regions Private Wealth Management; and Jean Wojtowicz, president, Cambridge Capital Management Corp.

This discussion will explore:

• How often small business owners should re-assess their valuations.
• How a company’s leadership team might affect a business valuation.
• Situations where a business valuation is needed to grow and scale a company.
• Suggestions to chart a path to improve profitability.
• Considerations when planning a business exit.