Join Our Virtual Roundtable | How Buyers Assess Value in a Business Sale

Decisions you make ahead of a potential sale can shape the opportunities available to you and the outcomes you ultimately achieve. Preparation around financial readiness, operations, and advisory support can influence value, timing, and flexibility.

This session is designed to help you approach an eventual transaction with greater clarity and stronger positioning in the path forward.

You’ll gain practical perspective on:

• The factors that influence valuation and deal structure
• How preparation supports a more efficient, well-aligned process
• What it means to evaluate your business through a buyer’s lens
• Considerations that help you plan and prioritize with greater confidence

Whether you’re actively evaluating a transaction or planning ahead, this discussion offers a grounded view to help inform your next steps.

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Featured Voices

In this session, AAFCPAs’ Emily Feeley, CPA, CM&AA, MBA, Director, Transaction Advisory Services and Joshua England, LLM, Esq., Partner & Tax Attorney join John F. Cohan, Corporate Partner at Gesmer Updegrove and Kate Soto, Partner at Mirus, a middle market M&A advisory, to share insights drawn from recent transactions. The conversation, moderated by Richard Weiner, CPA, MST, CM&AA, Tax Partner, centers on how businesses are assessed, where preparation has the greatest impact, and how thoughtful planning may support stronger outcomes.

Emily Feeley, CPA, CM&AA, MBA

Director, Transaction Advisory Services, AAFCPAs

Joshua England, LLM, Esq.

Partner & Tax Attorney, AAFCPAs

John Cohan

Corporate Partner, Gesmer Updegrove

Kate Soto

Partner, Mirus

Moderator: Richard Weiner, CPA, MST, CM&AA

Tax Partner, AAFCPAs

Webinar OnDemand