Certified Business Valuations

This month’s webinar, led by valuation expert Sheila Darby, focuses on how brokers and M&A advisors can effectively incorporate Certified Business Valuations into their service offering. The session outlines when certified reports are appropriate, how they differ from other valuation types, and why they play a critical role in financing, compliance, and more complex transactions.

Sheila explains how certified valuations align with lender, SBA, and regulatory expectations, and why they are often required in situations involving third-party reliance. She emphasizes that these reports are not simply higher-priced alternatives, but are structured, defensible analyses prepared under recognized professional standards.

Throughout the webinar, Sheila walks through how to identify scenarios where a certified valuation is necessary, including transactions with financing, partner disputes, and legal or tax-related requirements. She also provides guidance on how to communicate this need to clients—positioning the report as a risk-reduction tool that supports deal credibility and protects all parties involved.

The session reinforces the importance of matching the valuation product to the complexity and stakes of the engagement. By understanding when and how to introduce Certified Business Valuations, advisors can better serve clients, strengthen transaction outcomes, and expand their ability to generate revenue from structured, high-value services.

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