skip to main content
X

Executive Briefing

How M&A, Succession Planning, and Estate Planning Affect Your Company’s Value

In order to understand the value of your business, it is critical to start with the context in which the value is being sought. Are you considering selling your company? Looking for your management team to take over? Or perhaps you are considering transferring your company to the next generation. The answer to what your company is worth can depend heavily on who is asking.

We discussed how the purpose of the valuation can affect the value of your company and which important questions you need to ask yourself as the rate of change in the economy continues to accelerate.

If you missed the live event, a recording of the event may be found below.

 

Watch Video      View Slides


Speaker

Jacob Katz | Director of Valuations | UHY Advisors, Inc.

Jacob Katz | Director of Valuations | UHY Advisors, Inc.

Jacob specializes in providing business valuation, transaction consulting, and financial advisory services to attorneys, corporate clients, and individuals.  Prior to joining UHY several years ago, Jacob spent more than a decade in the wealth management and institutional asset management industries.

Hide Firm Disclaimer

©2022 UHY LLP. ALL RIGHTS RESERVED.

UHY LLP is a licensed independent CPA firm that performs attest services in an alternative practice structure with UHY Advisors, Inc., and its subsidiary entities. UHY Advisors, Inc.’s subsidiaries, including UHY Consulting, Inc., provide tax and business consulting services through wholly owned subsidiary entities that operate under the name of “UHY Advisors” and “UHY Consulting”. UHY Advisors, Inc., and its subsidiary entities are not licensed CPA firms. UHY LLP, UHY Advisors, Inc. and UHY Consulting are U.S. members of Urbach Hacker Young International Limited, a UK company, and form part of the international UHY network of legally independent accounting and consulting firms. “UHY” is the brand name for the UHY international network. Any services described herein are provided by UHY LLP, UHY Advisors and/or UHY Consulting (as the case may be) and not by UHY or any other member firm of UHY. Neither UHY nor any member of UHY has any liability for services provided by other members.

On this website, (i) the term "our firm", "we" and terms of similar import, denote the alternative practice structure conducted by UHY LLP and UHY Advisors, Inc. and its subsidiary entities, and (ii) the term "UHYI" denotes the UHY international network, in each case as more fully described in the preceding paragraph.