Building Family Business Value from the Inside Out

The value of a family business directly affects the senior generation's retirement and the next generation's ability to continue from a position of strength. The more valuable a business, the more transitions options available.

"Valuation gaps" occur when the market values the business lower than the owner's expected value. This gap can cause big issues with transitions. Research in 2016 by Pepperdine University confirmed the magnitude of the problem; valuation gaps account for 40% of failed ownership transactions. 

The good news is that gaps are avoidable. This session will outline steps that owners can take to build value, close the gaps, and fine tune the business for efficiency and profitability:

  • How to assess the intrinsic value of your family business (versus other measures of market value), and develop steps to improve that value
  • How to avoid short term value-boosting "mistakes" that actually destroy value in the long run
  • Learn value building exercises to prepare your company for growth through acquiring other businesses, and making your business “transaction ready” for the future

March 16th, 2017
7:30 am to 9:00 am
BridgePort BrewPub
1313 NW Marshall Street, Portland, OR 97209

Presented by:
Francis Brown - Key Private Bank

This event has concluded. You can download the briefing paper or listen to the podcast episode below: