Live Continuing Education Events

Business Valuation: Key for Your Clients’ Business and the Financial Professional

Host: NAIFA

Date: July 22, 2026

Time: 11:00am - 12:00pm

Location: Zoom Webinar

CE: 

  • 1 CFP® credit has been applied for.
  • 1 Professional Recertification/PRP (American College) credit has been applied for.
  • 1 CPE (accounting) credit has been applied for.

Cost:

  • Free
  • CFP Credit: $5
  • CPE/Accounting Credit: $5
  • Prof. Recertification/PRP (American College) Credit: $5

Register: Click here

Speaker: Andrew Rinn and Steven A. Susel

Description: For many business owners, their enterprise is their largest and most illiquid asset—making accurate valuation the cornerstone of any effective estate, retirement, or succession plan. Yet, the principles that drive business value are equally vital to the financial professional's own backyard. Join industry leaders, Steve Susel and Andrew Rinn, for an in-depth, interactive discussion on the technical and strategic mechanics of business valuation. This session moves beyond marketing theory to explore how precise valuation data serves two critical functions: uncovering planning gaps for your highest-net-worth clients, and accurately quantifying the equity, enterprise value, and succession readiness of your own financial practice.

Attendees will learn to:

  • Analyze the dual role of business valuation as both a critical client risk-management tool and a key metric for quantifying the equity and succession value of the financial professional's own practice
  • Evaluate how a client's business valuation integrates into comprehensive estate, retirement, and business succession planning, specifically addressing liquidity risks and asset protection
  • Differentiate between a preliminary "calculation of value" and a formal "valuation engagement", identifying the appropriate planning stage and technical use case for each

  • Identify the core economic and operational drivers that impact business value, allowing professionals to educate business-owner clients on maximizing enterprise value prior to a transition event

  • Apply valuation data to structure and implement legally sound, well-designed business transition and continuity plans that protect the owner’s largest asset