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Business Valuation and Finance for Privately Held Businesses

Executive Education | Open Enrollment

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Business owners and entrepreneurs work tirelessly to establish and grow their businesses. They not only provide their own income, but employ the majority of the American workforce. What happens when it’s time to sell the business? To take on investors? To allow employees to own a piece of the company? These events all require the business to have a value. The business owner should know what the value of the business they have created is worth and what options are available to turn that equity into cash for their next venture or their retirement. We will cover questions such as “Should I sell the entire business or retain a portion?” “How does my company’s growth impact the sales price?” “How can I help make sure that my customers are taken care of after I am no longer in control?” “What things can I do now to increase my business’s value?”

This course is designed to give the foundational tools to business owners so they can answer these questions and navigate through the valuation process. We’ll show you how to find the current value of your business, weigh exit strategies, and approaches you can use today to increase the value of business.

This program is not currently accepting registrations, please join our mailing list to receive updates on future offerings of this course.

Key Takeaways

  • Multiples approach to valuation
  • Discounted cash flows approach to valuation
  • How to estimate growth rates and expected growth
  • Exit strategies
  • Importance of non competes
  • When to sell (reading economic indicators)
  • Legacy issues and the behavioral side of selling your business

Who Should Attend?

Business owners of any size organization looking to understand the value of their business. The concepts taught are broken down to the most basic levels ensuring that entrepreneurs of all levels of financial acumen are able to take away important valuation concepts and common strategies used to increase their business value.

Attendees should have a working knowledge of their business’ finances and are ideally involved in the day-to-day operations of the company. This program assumes basic proficiency in Microsoft Excel.

Additional Information

  • Dates, Location, Schedule

    Dates: TBD


    Location: This program is offered virtually. Zoom links will be shared with registered participants.



    Day 1: Valuing the Business

    • Why valuation is necessary?
    • Multiples (PE, PEG) and discounted cash flows (DCF, FCF)
    • Estimating growth
    • Trend analysis
    • Risk and return

    Day 2: Selling the Business

    •  Succession planning
    • Exit strategies
    • Economic indicators\ Buyouts
    • Finding a buyer

    Day 3: Immediate Action and Valuation Case

    •     Value drivers
    •     Trimming the fat
    •     Legal Forms
    •     Running a clean business
    •     Case Study

  • Cost

    The cost of the next iteration of this program is TBD and is due in full at time of registration.


    Wake Forest University alumni, faculty, and staff receive a 25% tuition discount.


    If multiple participants are interested in attending from your organization, please contact us for multi-attendee discount information.


    Please contact for more details.

  • Materials

    Course materials are included in the cost of tuition and will be distributed electronically in advance of the program start date. Participants must have a laptop or tablet computer to access course materials and should have access to Microsoft Excel. 

  • Refund and Cancellation Policies

    Program Cancellation


    This course is offered contingent upon sufficient enrollment. If a course must be canceled, all registered participants will be notified at least five (5) calendar days before the course’s start date. All registered participants will receive a 100% tuition refund. No fees will be charged for canceled courses.



    Individual Cancellation – Refund Policy


    Prospective participants who withdraw at least 10 days prior to the start of a course will receive a full refund of tuition paid.


  • Contact Us

    For more information, or to speak with a program adviser, please send an email to

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