Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know
Understanding value, price and proceeds is key for exit planning and negotiating transactions. Valuation professionals can improve deal structures by mastering these concepts and guiding clients effectively.
Format
Webcast
Date
Sep 23, 2025
NASBA Field of Study
Specialized Knowledge
Level
Basic
CPE Credits
1.5
Instructor
D. Nathanael Lining, Ethan Lee
Availability
3 months
Product Number
WC4923219
Value, price and net proceeds
Estimates suggest that the baby boomer generation owns around 40% of small businesses in the U.S., and the number of business owners exiting is expected to rise significantly in the coming years. This presents a substantial opportunity for business valuation (BV) professionals to become involved in M&A transactions.
However, navigating the M&A landscape requires additional knowledge and expertise.
A BV professional must be prepared to answer key questions such as:
- How does valuation change based on the selected exit option?
- How does deal structure affect the sale price?
- How do you calculate net proceeds starting with a valuation?
This course will be interactive, with presenters providing examples and discussing case studies from real-world M&A transactions.
Key Topics
- Exit options
- Definition of value
- Deal structure
- Negotiating terms
- Determining price
Learning Outcomes
- Distinguish the range of values based on exit options.
- Recognize how terms can affect price.
- Estimate net proceeds.
- Identify the relationship between value, price and proceeds.
Who Will Benefit
Valuation professionals who are seeking to add value to clients in M&A engagements.
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