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.

Save The Date

What: Maximizing Value When Selling Your Business: How to Prepare, Position, and Avoid Costly Missteps

When: September 30, 2026, 12-1 PM ET

Where: This is a live virtual event.

You’ll come away with a clearer understanding about:

• The factors that most directly influence valuation and deal structure
• How early preparation can reduce friction and support a more efficient process
• What it means to assess your business from a buyer’s perspective
• Practical considerations that help you plan, prioritize, and move forward with confidence

Whether a transaction is part of your near-term plans or something you’re evaluating over time, this session offers a grounded perspective to help you make informed decisions along the way.

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Featured Voices

In this live discussion, AAFCPAs’ Emily Feeley, CPA, CM&AA, MBA, Director, Transaction Advisory Services and Joshua England, LLM, Esq., Partner & Tax Attorney join John Cohan, Corporate Partner at Gesmer Updegrove, and Kate Soto, Partner at Mirus, a middle market M&A advisory, to share perspectives drawn from recent transactions. The conversation, moderated by Richard Weiner, CPA, MST, CM&AA, Tax Partner, focuses on how buyers evaluate a business and how early decisions can influence both process and outcome.

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