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Succession Planning: Valuing Your Business

Oct
21
2025
Tue, Oct 21 11:00 AM to 12:00 PM
Topic: Managing a Business

If your retirement plan involves selling your business, you need to know what drives value — and what buyers are really looking for, long before you start negotiations.

Kick off our 2025 Succession Planning series with CliftonLarsonAllen (CLA) as we explore the financial and operational factors that shape your business’s market appeal. In this session, we’ll cover:

  • Key drivers of business valuation
  • What buyers prioritize — and what raises red flags
  • How to prepare your business for a successful sale
  • Pre-sale and post-sale considerations that impact your bottom line

Whether you're years away from selling or actively preparing, this session offers the insights to help you position your business for maximum value.


Reasonable accommodations for persons with disabilities will be made if requested in advance. Contact us at (215) 790-5017 to arrange.

By registering for this event, I consent to WBEC-East staff and/or the SBA-funded Resource Partner listed on this event to have access to my basic information (name, email, phone number). My PII is and will not be shared outside of WBEC-East or the listed SBA-funded Resource Partner on this event.

Speaker(s): Marni J. Spencer, CPA and CEPA Andrew Christian, CLA

Co-Sponsor(s):


Fee: No Cost



WBEC EAST services are provided in a nondiscriminatory way to all legal residents and citizens in the U.S.