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When considering ownership transition, understanding the market in the context of your firm’s specific situation is crucial to helping you decide on the best path forward, whether that’s an internal or external sale.

Join Nick Belitz to explore how the current market affects your firm’s valuation and learn about the options and critical success factors principals and owners have when evaluating either an internal or external transition.


  • Identify the current market’s effect on valuations for firms large and small, including the latest market and transaction data
  • Examine whether an ESOP or an internal sale is best for your firm, including what it means in terms of dollars and debt
  • Identify the differences between a strategic and a financial buyer, including what the market is telling us now in terms of dollars, debt, and deal-making
Course Type

Online Class

Delivery Type

On Demand, Online, Self-Paced

PDH Credit


Price (Member)


Price (Non-Member)


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