Behind the Numbers: Understanding Valuation to Create Leverage and Optionality

Watch this session
on demand for $249 

Unlock the full potential of your business with expert insights on business value and valuation. Join James Graham, Director, MarshBerry, for this exclusive FocalPoint Webinar. Whether you are planning for the future or are looking to protect—or optimize—your biggest asset, this session will give you a deeper understanding of key variables that drive business valuation calculations and will equip you with strategies to help you create leverage and optionality for your business at every stage.

Originally recorded November 19, 2024. Runtime = 35 minutes. 

Presented by:

James Graham, MarshBerry Director

 

James Graham joined MarshBerry in 2015 and is a member of MarshBerry’s Financial Advisory team in its Dana Point, California office. James’ expertise includes merger and acquisition advisory, capital raising, business valuation, perpetuation & succession planning, and strategic planning.

James provides his clients with customized financial & capital strategies to help them accomplish their goals. James is also a facilitator for MarshBerry’s Connect Network and actively publishes articles relevant to the insurance distribution marketplace.

For questions about this on-demand webinar, contact Marketing@MarshBerry.com