Where the CPA fits when a client sells a company: readiness, normalized financials, tax structure, diligence support, the working capital true-up and proceeds.

How CPAs, attorneys, wealth advisors and bankers can stay central to a client's sale: roles, communication, conflicts and what to ask an M&A advisor.

A checklist for advisors reviewing a client's business valuation: scope, normalized earnings, evidence, reconciliation, net proceeds and the warning signs.

For CPAs, attorneys and wealth advisors: the situations in which a business-owner client needs a transactional valuation, and when another tool fits better.