Valuing a Home Comfort Business

PRESENTED BY JOSHUA WOLF | Knowing and understanding the value of your home comfort business can be an important tool for strategic decision making. Undertaking a formal valuation process can help you understand the strategic drivers of your business, prepare for potential acquisitions or the sale of your business, provide analytical support for gifting, retirement, or estate planning actions, or implement a buy-sell agreement. Mr. Wolf’s presentation reviews situations that might call for a formal valuation, discusses basic valuation concepts, approaches, and considerations, reviews the anatomy of a professional valuation report, and explores the basic valuation process using a fictional home comfort business.