The Role of Business Valuation in Exit Planning
Your exit value is determined long before a deal is on the table.
Join our webinar to learn how exit value is built, how it’s measured, and what elevates an exit from successful to exceptional.
Wednesday, March 25
11:00AM MT
Understanding what your business is worth plays an important role in effective exit planning.
This valuation-centric session explores how valuation informs exit strategy and decision-making, and why early insight into value is critical to achieving stronger outcomes. Attendees will gain perspective on how valuation considerations shape exit planning long before a deal is on the table.
Key Insights and Takeaways
- The difference between valuation multiples and real cash flow performance
- Why business owners often misunderstand the true value of their company
- Common valuation myths that can derail exit expectations
- How strategic and financial buyers evaluate businesses differently
- How normalization adjustments impact reported earnings and value
- What valuation insights mean for timing, structure, and exit readiness
Event Details
The Role of Business Valuation in Exit Planning Webinar
Wednesday, March 25
11:00AM MT
Casey Karlsen
Director, Sorren
Casey Karlsen works with business owners across industries from construction and manufacturing to healthcare, retail, and professional services. With an entrepreneurial mindset and a passion for ownership, Casey guides clients through major transitions—including succession and generational wealth transfer—with clarity, strategy, and confidence.
Raymond Medrano
Partner, Sorren
Raymond Medrano specializes in business valuation, mergers and acquisitions, and financial consulting, helping owners understand their company’s worth, plan successful transitions, and pursue strategic growth. With experience valuing businesses from $200,000 to $200 million across diverse industries, he combines technical expertise with clear, practical guidance for matters ranging from succession planning to IRS and SBA-compliant valuations.
Save Your Seat
For questions, please contact Julia Thompson at jthompson@sorren.com