Guide to a Successful Transaction or Ownership Transfer

Having performed thousands of valuations for companies of all types, GBQ has a unique perspective on how valuation is often the centerpiece of a successful transaction or ownership transfer. Drawing upon our experience, we have compiled our best case studies involving common ownership transition techniques.

Join our Valuation Directors Brian Bornino and Kelly Noll, as well as Transaction Advisory Director Tim Moellering, as they discuss savvy planning techniques from a valuation perspective, as well as common valuation mistakes we see even the most experienced advisors make in the following succession planning contexts:

• Family transfers and gifting
• Shareholder buyouts/buy-sell agreements
• Sale to employees through an ESOP
• Mergers and acquisitions

This seminar qualifies for 1.5 hours of CLE pending approval by the Ohio Supreme Court and Kentucky Bar Association and 1.5 hours of CPE based on Ohio CPE requirements.