A tidal wave of privately held firms will change hands over the next decade, yet many “inside” deals—owner‑to‑child or key‑employee buyouts—stall because neither party, nor their banker, has a defensible price or lender‑ready package. In this session I present Appraisal+: a practical framework that pairs transaction consulting with normalizing the financial documentation, USPAP-compliant appraisal, transaction‑affected projections, and lender-prescribed document preparation. Attendees will learn how to transform stalled succession conversations into bankable, fee‑generating engagements that deepen their role with commercial lenders and business owners alike.
