Business Valuation & The Exit Planning Process

Session Type: Management Workshop


Room Number: 201

Available Dates & Times


Business owners will get practical tools and learn how to package their business to make it attractive in order to improve value; maximize the future potential of the business; organizational planning; how to substantiate goodwill; and more. In addition, the step-by-step process will cover practical aspects of the sale-of-business process; transferring a business to family and employees using an ESOP; targeting and attracting suitable buyers; and negotiating an increase in price on the basis of favorable deal structuring.


  • Oppenheimer, Allen  - Photo

    Allen Oppenheimer

    Since 1983, A. M. Oppenheimer, Inc. has performed Business Brokerage and Business Evaluation Services for middle-market companies. The firm specializes in the areas of  business valuation, exit planning and sale-of-business for middle-market companies.

    Allen Oppenheimer is the Founder and President of A. M. Oppenheimer, Inc. Prior to founding A. M. Oppenheimer, Inc., he was with Peat, Marwick, Mitchell & Company and Ernst & Ernst in New York City. With both these firms he worked in Management Consulting. Allen is a Certified Public Accountant (CPA).  He is also licensed to perform as a Business Broker and is a Registered Securities Principal. He is a prize winning author and his financially related  articles have been published in leading magazines. He holds an undergraduate degree in Industrial Engineering and received his Master’s degree from Stanford University.