Exit Is Now - Plan Accordingly With Scott Snider Partner Summit Special: The Role of Valuation in Exit Planning
Oct 30, 2025
Shina Culberson, President of Quist Valuation with over 40 years of experience, dives into the purpose-driven nature of business valuation. She explains how valuation varies based on owner needs and discusses tailored approaches for different exit scenarios. Shina emphasizes the importance of personal relationships and experience, even as AI plays a growing role. Listeners learn about the key steps involved in a certified valuation, the types of documents required, and how ongoing valuations help businesses track progress.
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Valuation Is Purpose-Driven
- Valuation is purpose-dependent and means different things in different contexts.
- Advisors must first clarify the owner's goal to choose the correct valuation type.
Start With Estimates, Then Certify
- Use simple estimates during discovery to orient owners with a value range before deeper work.
- Reserve formal, certified valuations for preparation stages with specific legal or tax requirements.
Match Standard To The Transaction
- Match the valuation standard to the event: employee equity, estate transfer, divorce, or sale each require different standards.
- Obtain the specific documentation and reporting required for fair market value or fair value opinions.
