Webinars and Presentations based on “The Art of Business Valuation, Accurately Valuing a Small Business”

Gregory R. Caruso (Greg) is an experienced speaker having years of involvement presenting on  business valuation, business succession and business exit planning for valuation and industry audiences.    

He is entertaining and communicates clearly with audiences as he explains has practical and easy to follow ideas and advice to better value small businesses and to improve the value of your business. 

In addition to key notes, break-outs, and virtual presentations Greg spent four+ years as Editor in Chief and Host of the NACVA’s “Around the Valuation World”  a two hour monthly webinar.

Greg regularly speaks on CPA Academy, Check this link to see recorded versions and when he is next speaking.  https://www.cpaacademy.org/instructors/Gregory-Caruso

Below is a recording of a live and zoom presentation originally titled “7 Pitfalls in Exit Planning” that is now called “The 15 Minute Exit Plan” that was given to the Attorney CPA Association in 2021. This can be customized for many industries.

Greg is a dynamic speaker who presents useful information in an actionable and relatable manner, and we were lucky to have him.

Cheryl Hyder, CPA, ABV, CVA, CFE
Northern Chapter of Virginia Society of CPA’s

“Greg adjusted his materials to fit our group. He showed up early and was ready to go. The presentation was lively and he provided examples and answered our questions clearly. The group would be happy to have him again.”

Jeff Peisach, Treasurer
Maryland Commercial Lenders Association

Awesome presenter and information!

Tracy Crowder
CFO/Controller/Director of Finance/Director of Tax
Professional Mortgage Source LLC

Greg did a nice job, good information presented well.

Adrian Albidress
Partner/CEO/President

Greg did an incredible job of conveying his practical experience in transactions to supplement his expertise on valuations and getting deals done. In addition to gaining valuable knowledge and insights, this was a truly enjoyable presentation. Thanks!

Terry Olah
Alarm Detection Systems

I've seen Greg present before and I enjoy his presentations. Very timely for us baby boomers. The 15 Minute Exit Plan is a great idea! He knows how to boil it down for us busy accountants.

Nancy Casburn
Partner/CEO/President
CASBURN & COMPANY PC

Very informative session with a knowledgeable presenter.

Samuel Long
Long&Long CPAs
Partner/CEO/President

About Business Valuation Presentations

Presentations can be Key-notes or break-out sessions or often, stand-alone virtual presentations. Presentations range from 1 to 3 hours and qualify for Accounting CPE.  Upon application with the appropriate state bar association or agency, most topics should qualify for CLE.

Presentations have been given to groups like:

  • CPA Academy
  • BVR – Business Valuation Resources
  • NACVA Around the Valuation World
  • Attorney CPA Association
  • Maryland, New Jersey, Rhode Island Chapter of the NACVA
  • Northern Virginia CPA Association
  • Maryland HVAC Association
  • Valuation Resources VPS STRAIGHTtalk Series (Jim Hitchner)
  • Maryland Associated Builders and Contractors
  • Subcontractor Association

Sample Topics

  • 15 Minute Exit Plan  (can be tailored to most industries)
  • Business Valuation 101
  • Market Method – Private Company Guideline Method – Selecting the Multiplier
  • Market Method – Private Company Guideline Method – Cash Flows and Balance Sheet Adjustments
  • Managing Short Term Risk in Business Valuation (Think Covid)

Contact Greg About a Speaking Opportunity

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