Exit Planning is a Process... Not an Event

ValuationPodcast.com - A podcast about all things Business + Valuation.

Player FM - Internet Radio Done Right

הוסף לפני three שנים

תוכן מסופק על ידי Melissa Gragg. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי Melissa Gragg או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

The Sarah Fraser Show

1
SISTER WIVES: The Brown Family Plans Garrison's Funeral, Gives NEW Details About His Passing. Justin Baldoni v Blake Lively UPDATES, First Pictures Of Micah Plath’s Broken Nose Have Surfaced!… 36:16

לפני 12 ימים36:16

הפעל מאוחר יותר

רשימות

לייק

אהבתי

36:16

DANMMMMM…Have I got a show for you! First, a lot of Sister Wives tea - new rumors have surfaced Janelle Brown is leaving the show. Plus, Gabe Brown gives a life update after losing and tragically finding his brother Garrison dead. Sadly, Garrison took his own life in March 2024. Then we head over to discuss the new Welcome To Plathville tea. The first pictures of Micah Plath have surfaced after being beat up by his brother Issac and it doesn’t look good for the future of his modeling career. Lastly, we discuss the latest in the Justin Baldoni v Blake Lively case, Justin is back on social media and it was the perfect social media return. Timestamps: 00:00:00 - Open and new Sister Wives news 00:05:43 - Janelle Brown leaving the show? Sister Wives Closet is officially closed 00:12:45 - A new pic of Micah Plath’s broken nose has surfaced 00:18:18 - Justin Baldoni back on social media and Taylor Swifts team is pissed at Justin Baldoni MY Go Big Podcasting Courses Are Here! Purchase Go Big Podcasting and learn to start, monetize, and grow your own podcast. USE CODE: MOM15 for 15% OFF (code expires May 11th, 2025) **SHOP my Amazon Marketplace - especially if you're looking to get geared-up to start your own Podcast!!!** https://www.amazon.com/shop/thesarahfrasershow Show is sponsored by: Download Cash App & sign up! Use our exclusive referral code TSFS in your profile, send $5 to a friend within 14 days, and you’ll get $10 dropped right into your account. Terms apply Horizonfibroids.com get rid of those nasty fibroids Gopurebeauty.com science backed skincare from head to toe, use code TSFS at checkout for 25% OFF your order Nutrafol.com use code TSFS for FREE shipping and $10 off your subscription Rula.com/tsfs to get started today. That’s R-U-L-A dot com slash tsfs for convenient therapy that’s covered by insurance. SkylightCal.com/tsfs for $30 OFF your 15 inch calendar Quince.com/tsfs for FREE shipping on your order and 365 day returns Warbyparker.com/tsfs make an appointment at one of their 270 store locations and head to the website to try on endless pairs of glasses virtually and buy your perfect pair Follow me on Instagram/Tiktok: @thesarahfrasershow ***Visit our Sub-Reddit: reddit.com/r/thesarahfrasershow for ALL things The Sarah Fraser Show!!!*** Advertise on The Sarah Fraser Show: thesarahfrasershow@gmail.com Got a juicy gossip TIP from your favorite TLC or Bravo show? Email: thesarahfrasershow@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices…

לפני שנה 1:00:52

MP3•בית הפרקים

In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time.
My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. In this episode, we are with Tejal Shah. Tejal is in Houston, Texas and the Founder & Managing Principal at Congruent Advisory Services, LLC.
Melissa Gragg CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
Cell: (314) 541-8163
Tejal Shah
Founder & Managing Principal at Congruent Advisory Services LLC
Email: tshah@congruentadvisory.com
Web: www.congruentadvisory.com

Support the show

99 פרקים

#Trading #Entrepreneur #Business #Melissa Gragg #Valuation #Business Valuation #Company Valuation #Divorce Expert #Estate Planning Expert #Mediation #Collaborative Divorce #Partnership Buy In Or Out #Stock Valuations #Valuation Company #St Louis

Exit Planning is a Process... Not an Event

ValuationPodcast.com - A podcast about all things Business + Valuation.

published לפני שנה

שתפו

MP3•בית הפרקים

Support the show

99 פרקים

Semua episod

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Importance of Communication and Marketing Alignment - Business Valuation Podcast 35:48

לפני 8 weeks35:48

35:48

Importance of Communication and Marketing Alignment - Business Valuation & Mergers and Acquisitions Welcome to ValuationPodcast.com, your hub for discussions about business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. In this episode, we're joined by Loretta Tarozaite from Las Vegas, a renowned executive presence strategist. We'll delve into the crucial roles of communication and marketing alignment in business, exploring how they contribute to investor confidence, particularly in scenarios like mergers and acquisitions. Podcast Questions: Can you explain how cohesive communication and marketing strategies can build investor confidence for companies preparing for mergers or acquisitions? What is the difference between strategy and execution? How does storytelling affect your company and leadership presence? What's the difference between storytelling for personal vs. business brands? What are the most common communication mistakes you see leaders make, and how do these missteps affect their personal brand and the company’s presence in the market? Key Takeaways: The Role of Executive Communication: Executives need to recognize the importance of their involvement in storytelling and brand messaging. Effective communication not only aligns with marketing but also enhances brand equity and leadership visibility, critical during phases like mergers and acquisitions. Understanding Cohesion in Messaging: Cohesion in communication and marketing is essential. Disjointed messages can lead to confusion internally and externally, affecting brand perception and employee alignment with the company's vision. Strategic Storytelling: Storytelling is not just about crafting a narrative; it's about making the company's mission relatable and transparent to its audience. This involves all levels of the organization to ensure the message resonates through every medium utilized. The Importance of Consistent Reevaluation: Founders and executives should regularly review and refresh their communication strategies to ensure they remain relevant and impactful. This is particularly important for businesses contemplating significant transitions like selling the company. Integrating Executive Teams in Storytelling: Storytelling should involve not just the founder but also key stakeholders within the company. This collective approach helps encapsulate diverse perspectives and ensures a richer, more comprehensive brand narrative. Connect with Loreta: loreta@loreta.today https://www.loreta.today/ Connect with Melissa: Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 divorce mediator near me,divorce advice,divorce mediator st louis,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,mergers and acquisitions,leadership presence,marketing alignment,personal branding,corporate brand,corporate branding,Strategic Storytelling,storytelling for business owners Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Business Succession: Inherited Trauma and Family Wealth 34:27

לפני 9 weeks34:27

34:27

Business Succession: Inherited Trauma and Family Wealth - Generational Wealth and Financial Success http://www.ValuationPodcast.com https://www.valuationmediation.com Welcome to ValuationPodcast.com, where we explore the intricate world of business valuation and the complex dynamics of family wealth. I'm Melissa Gragg, a seasoned valuation expert and divorce financial mediator from St. Louis, Missouri. Today, we delve into the profound topic of inherited trauma and its influence on family wealth with special guest Ruschelle Khanna. Ruschelle, an esteemed family advisor, mediator, and therapist, brings her expertise and her new book, "Inherited Trauma and Family Wealth," to the table, discussing how deep-seated family issues can affect financial security and business succession. Questions Discussed: Can you explain what inherited trauma is and how it specifically impacts financial behaviors? What is the impact of inherited trauma / generational patterns on our financial well-being? What is one immediate step someone can take today to break free from generational financial trauma? How can people create a new financial legacy without guilt or fear of repeating past mistakes? If you could give one piece of advice to someone trying to rewrite their financial story, what would it be? Key Podcast Takeaways: Understanding Inherited Trauma: Inherited trauma, as Ruschelle explains, isn't just about the psychological patterns passed down through generations; it also includes actual genetic memories and traumas that manifest in family behaviors and personal fears that seem unlinked to one's own experiences. The Impact on Financial Behavior: Inherited trauma can significantly influence financial decisions and behaviors. Ruschelle discusses how these traumas can lead to profound fears and anxieties about money, which may not always be conscious but deeply affect how individuals and families manage their wealth. Identifying Inherited Trauma: Identifying whether a fear or behavior is a result of inherited trauma can be tricky. Ruschelle suggests looking at the age when certain fears manifest—often mirroring the age of a past family trauma—as a clue to their origins. Approaching Financial Wellbeing: Ruschelle outlines practical steps for addressing inherited financial traumas, such as understanding the specific ways trauma affects one's sense of security, emotional connection to money, and ability to make sound financial decisions. Therapeutic Solutions and Family Governance: Ruschelle advocates for both traditional therapeutic approaches and practical measures like setting up strong family governance structures to manage and mitigate the effects of inherited trauma on family wealth and business operations. Connect with Ruschelle: https://www.ruschellekhanna.com/ https://www.linkedin.com/in/ruschelle-khanna-lifestyle-for-legacy/ Buy Ruschelle's book here: https://www.lifestyleforlegacy.com/book Connect with Melissa: Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Valuing the Future | Business Valuation Case Studies - Estate Planning Strategies 1:04:16

לפני 12 weeks1:04:16

1:04:16

Valuing the Future | Business Valuation Case Studies - Estate Planning Strategies Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I’m your host, Melissa Gragg, a seasoned financial mediator and business valuation expert based in St. Louis, Missouri. Joining us today is Michael Koeppel, a veteran in valuing and financing firms across technology and manufacturing sectors, and the principal of Lakelet Advisory Group in New York. This episode continues our exploration of critical valuation issues, focusing today on future business valuation and estate planning—essential topics for every business owner pondering their next strategic move. Topics discussed: Why is a business valuation needed in estate planning? Converting to S-Corporations Moving shares into a trust & gifting to the family Can you explain the impact of current tax laws on business valuation for estate planning? Key takeaways: The Importance of Independent Valuation: The discussion emphasizes how crucial it is for business owners to have an independent evaluation to provide a realistic estimate of their company's worth, which is often overestimated by owners themselves. Planning and Updating Valuations: Michael stresses the need for thorough planning and regular updates in business valuation, particularly for estate planning purposes. A failure to regularly update business valuations can lead to significant discrepancies in understanding the company's current value. Understanding IRS Requirements: The episode covers specific IRS requirements for estate planning and business valuation, including the necessity of having an accredited business evaluator and the need to justify the chosen valuation method among the income, asset, and market approaches. The Role of Strategic Planning in Valuation: The conversation highlights how strategic planning goes beyond mere number crunching. It involves understanding market dynamics, the internal capabilities of the firm, and future potential, all of which should be reflected in the valuation. Legal and Tax Implications: There’s an in-depth discussion about the legal and tax implications involved in business valuation, particularly when transferring ownership through family generations or selling the business. The dialogue underscores the complexities of aligning business valuation with tax planning and legal structures to optimize outcomes. Connect with Michael: Michael Koeppel https://www.lakeletag.com/ Email: MKoeppel@LakeletAG.com https://www.linkedin.com/in/michaelkoeppel/ Connect with Melissa: Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,estate planning, estate planning expert, estate taxation, estate planning valuation, estate valuation, evaluation expert estate, estate evaluation, estate evaluation Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Business Valuation Case Study Example - Complexities of a Software Valuation & How to Utilize Mediation 34:52

לפני 14 weeks34:52

34:52

Business Valuation Case Study Example - Complexities of a Software Valuation & How to Use Mediation Hello and welcome to ValuationPodcast.com, where we delve into all things business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Joining me today is Michael Koeppel, who brings over three decades of experience across technology, manufacturing, and service sectors. Michael is the founder of eCapital Financing, aiding startups in the LA and Western New York areas, and he also leads Lake Lit Advisory Group in New York. In our podcast series, we will explore various valuation cases, highlighting the unique challenges and strategies each presents. So, let’s dive right into today’s discussion on software valuation within the automotive industry. Michael, welcome to the show! How are you today? Key Podcast Takeaways: Complexity of Intellectual Property (IP) in Business Valuations: This podcast highlighted the intricate role of IP in business valuations, especially when dealing with specialized software in the automotive industry. This emphasizes the need for evaluators to have a deep understanding of both the technical aspects and the industry context. Challenges of Expanding into New Markets: The case study under discussion brought out the complexities and risks associated with scaling a business into new sectors. It underscored the importance of evaluating the potential risks and rewards, considering the drastic differences between industries like automotive and aerospace. Impact of Internal Disputes on Business Value: This podcast illustrates how internal conflicts and disagreements over the direction of a company can significantly affect its valuation and operational stability. These disputes can lead to litigation, which might stall business growth and erode value. Importance of Detailed and Forward-Thinking Agreements: This episode stressed the critical need for clear, comprehensive, and forward-thinking partnership agreements. These agreements should outline the handling of IP, profit-sharing, and procedures in case of dissolution or disputes to avoid contentious situations. Role of Mediation in Resolving Business Disputes: The podcast advocated for mediation as a less contentious and more cost-effective alternative to litigation. Mediation can expedite resolutions, maintain relationships, and potentially save businesses from the detrimental effects of prolonged disputes. Connect with Michael Koeppel: https://www.lakeletag.com/ Email: MKoeppel@LakeletAG.com https://www.linkedin.com/in/michaelkoeppel/ Connect with Melissa: Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 mediator,mediation,mediation tips,learn mediation,divorce mediator,divorce,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,business valuation expert near me,software valuation,software valuation near me,software valuator,software valuator near me Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Intellectual Property Valuation - Business Valuation Case Study 41:48

לפני 15 weeks41:48

41:48

Intellectual Property Valuation - Business Valuation Case Study with Certified Business Valuators Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Today, I'm joined by Michael Koeppel, a seasoned professional with over 30 years of experience in technology, manufacturing, and service industries. He's the founder of eCapital Financing and Lake Lit Advisory Group. In this episode, we focus on a complex business valuation case involving intellectual property, offering insights and best practices for those in the valuation field. Questions addressed: What industry is involved in this valuation case study? What makes valuing intellectual property so challenging? Which valuation method was used in this case? What important data or information significantly influenced this valuation? What were the conclusions of this case study? Key takeaways: Understanding Intellectual Property Valuation: The episode highlights the complexities involved in valuing intellectual property, particularly in the context of estate planning and legal challenges. The Importance of Expert Collaboration: Emphasizes the need for collaboration with legal specialists and other valuation experts to ensure accurate and credible valuation outcomes, especially in specialized fields like intellectual property. Case Study Insights: Provides detailed insights from a specific case involving the valuation of a medical device company’s intellectual property, discussing the unique challenges faced due to the founder's untimely death and its impact on the company's valuation. Marketability and Methodologies: Discusses different valuation methodologies applicable to intellectual property, including the importance of understanding marketability and the limited comparables due to the unique nature of intellectual properties. Best Practices for Practitioners: Offers best practices for valuation practitioners who wish to specialize in intellectual property, stressing the importance of detailed documentation, thorough market analysis, and understanding the legal aspects of IP valuation. Connect with Michael: Michael Koeppel https://www.lakeletag.com/ Email: MKoeppel@LakeletAG.com https://www.linkedin.com/in/michaelkoeppel/ Connect with Melissa: Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 mediator,mediation,mediation tips,learn mediation,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,intellectual property value,intellectual property evaluation,ip evaluation,ip valuator,value of intellectual property Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
From One Generation to the Next: Strategies For Selling a Family Business 1:10:56

לפני 16 weeks1:10:56

1:10:56

From One Generation to the Next: Strategies For Selling a Family Business www.valuationmediation.com Welcome to ValuationPodcast.com, a series dedicated to exploring the intricate world of business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. Today, I'm joined by Kirk Michie, founder of Candor Advisors and a seasoned expert in assisting entrepreneurs and high-net-worth families with strategic planning and legacy objectives. Our discussion today centers on the challenges and strategies involved in selling multi-generational family businesses. Questions Addressed: What are the dynamics that multi-generational businesses face, especially when considering a sale? What are some common challenges you've seen in multi-generational businesses as they prepare for a transition or sale? How do the challenges differ from those faced by first-generation businesses? What are some effective succession planning strategies for family-owned businesses looking to preserve their legacy while preparing for a sale? Key Takeaways: Complex Dynamics of Multi-Generational Businesses: Multi-generational businesses often face unique challenges compared to first-generation businesses. These can include differing opinions among family members about selling, maintaining legacy, and the emotional connections to the business’s history and community impact. Strategic Planning and Liquidity Considerations: For businesses that span generations, strategic planning is crucial, especially when deciding whether to sell. These decisions can significantly affect not just the immediate family but also extended family members who might be reliant on the business for their livelihood. Importance of Professional Management: Kirk underscores the importance of professional management in multi-generational firms, especially when the current family members may not be interested or capable of continuing the business legacy. This can involve hiring external executives to ensure the company remains profitable and prepared for potential sale or succession. Dealing with Internal and External Expectations: Managing expectations both within the family and with potential buyers is a delicate balance. The discussion points out that internal family dynamics, such as unresolved conflicts or differing visions for the business's future, can complicate negotiations and the overall transaction process. Preparation for Transition or Sale: Adequate preparation for selling or transitioning a multi-generational business is critical. This includes cleaning up the books, ensuring proper legal documentation is in place, and possibly restructuring the business to make it more appealing and understandable to potential buyers. Connect with Kirk: kmichie@candor-advisors.com https://candor-advisors.com/about-kirk https://www.EBITDAUniversity.com Connect with Melissa: Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 business valuation,business evaluation,business valuation expert,valuation mediation,financial mediator,financial mediation,financial mediation expert,mergers and acquisitions,selling a company,first generation family business,family business for sale,selling a family business,exit planning,exit planning expert,buying a family business,family business,m&a,investment banking,investment banker Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner Disputes 33:45

לפני 19 weeks33:45

33:45

Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner Disputes Welcome to ValuationPodcast.com, your space for all things business and valuation. I'm Melissa Gragg, a mediator and valuation expert based in St. Louis, Missouri. Today, we're launching a new series focused on case study reviews and expert insights. Our guest, Michael Koeppel, brings an extensive background with over 30 years of experience across various industries, with a particular focus on technology. His expertise spans AI and IP, as well as manufacturing and service organizations. Michael is the founder of eCapital Financing, supporting startups in the LA area and Western New York, and also heads Lakelet Advisory Group in New York. In this series, we'll delve into diverse valuation case studies, each highlighting unique challenges and strategic solutions. While this series is tailored for professionals and practitioners, we believe the insights gathered—from successes to lessons learned—will benefit a broad audience keen on understanding the nuances of business valuation. Podcast Takeaways: Neutrality in Valuation : Valuation experts need to remain neutral, focusing on supporting valuation theories objectively rather than advocating for any side in a dispute. Resolving Partner Disputes : Effective resolution of partner disputes often requires pragmatic valuation approaches that balance simplicity and detail, avoiding overly complex or overly simplified analyses. Clear Partnership Agreements : Ensuring that partnership agreements are clear and updated is crucial for preventing and efficiently resolving disputes, as vague or outdated terms often lead to conflicts. Appropriate Valuation Methods : Selecting the right valuation methodology based on the specific business context and partnership dynamics is essential for producing fair and accurate outcomes. Importance of Communication and Documentation : Open communication and thorough documentation throughout the valuation process are vital to ensure all parties understand and agree on the valuation approach and results, reducing potential conflicts. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Michael Koeppel https://www.lakeletag.com/ Email: MKoeppel@LakeletAG.com https://www.linkedin.com/in/michaelkoeppel/ Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Enhancing Legacy: Modern Strategies for Business Success 41:53

לפני 20 weeks41:53

41:53

Enhancing Legacy: Modern Strategies for Business Success - a Business Valuation Podcast Hi, welcome to ValuationPodcast.com, a podcast about valuation and all things negotiation. My name is Melissa Gragg, and I'm a valuation expert and divorce financial mediator in St. Louis, Missouri. Today we're going to talk about Enhancing Legacy, Modern Strategies for Business Success with Philip Hogan. He's the President of Signing Services of America, LLC. It's a nationwide notary signing service company headquartered in Atlanta, Georgia. So Philip and his team are really disrupting the notary signing industry by embracing creativity, understanding their clients at a deeper level, and providing free weekly notary training sessions. Phillip Hogan is the Founder and CEO of Signing Services of America, LLC, a nationwide notary signing service company with a robust database of attorneys and CFPB-compliant notary signing agents. Auto, escrow, law firms, and title insurance companies have enormous pressure to prepare and close their loans on time. Phillip recognized the need for virtual partners able to schedule and manage remote signings in a beneficial, convenient manner. Today, with more than 65,000 signing agents in his database, Phillip has created a company dedicated to excellence, creativity, and long-lasting relationships. Podcast takeaways: Industry Disruption: Philip Hogan transformed his traditional notary service into a nationwide, technology-driven company by creatively meeting client needs. Focus on Operations: Initial business success was achieved by prioritizing operational efficiency and scalability to manage high-volume clients effectively. Employee Engagement: Implementing training programs and recognition initiatives like the Notary of the Month has boosted employee satisfaction and service quality. Building Community: Strengthening community ties and maintaining clear communication with staff and clients has enhanced service reliability and trust. Targeted Marketing: Hogan's marketing strategies focus on specific sectors, using tailored messages to build a strong national presence and stand out in a competitive market. Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 Phillip Hogan signingservicesofamerica.com linkedin.com/in/philliphogan instagram.com/signingservicesofamerica business valuation,valuation expert,valuation expert near me,business valuator,business valuation expert,business valuation near me,business valuator missouri,business worth evaluation,certified valuation analyst,business evaluation,notary signing services,notary near me,online notary,online notary services,notary services near me,quick notary,quick notary service,online notary near me Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A) 59:10

לפני 24 weeks59:10

59:10

Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A) Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I am a financial mediator and business valuation expert in St. Louis, Missouri. Today I have the pleasure and privilege of speaking with Kirk Michie in San Diego, California, and the founder of Candor Advisors. For more than 30 years, he has worked with entrepreneurs, closely held business owners and high net worth families to achieve their strategic planning, liquidity investment, and legacy objectives. In this episode, we are going to talk about using valuation metrics to strengthen the seller negotiations in M&A or mergers and acquisitions. Topics discussed: -How can sellers use valuation metrics as leverage to push for a stronger LOI? -What are the key valuation factors that can serve as a foundation during LOI negotiations? -How can market multiples be strategically used to improve terms within the LOI? -In general, what are some specific risks that can arise for sellers? -Secrets for a successful sale. Connect with Kirk: kmichie@candor-advisors.com https://candor-advisors.com/about-kirk https://www.EBITDAUniversity.com Connect with Melissa: Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 valuation expert,valuation expert near me,business valuator,business valuation expert,business valuation near me,business valuator missouri,business worth evaluation,certified valuation analyst,business evaluation,company valuation,mergers and acquisitions,mergers and acquisitions california,m&a,m&a california,m&a advisory,m&a expert,m&a consulting,current mergers and acquisitions,ebitda Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Data-Driven Stories: Unlocking Value Through Storytelling 1:02:32

לפני 26 weeks1:02:32

1:02:32

Data-Driven Stories: Unlocking Value Through Marketing and Storytelling - Thought Leadership Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm on a Financial Mediator and Business Valuation Expert located in st. louis. Today, I'm speaking with Austin LaRoche, located in Los Angeles, California. Austin is the CEO of Global full-service marketing agency ATAK Interactive and creator of the M2S (Marketing-to-Sales) Framework for B2B growth. Today's episode is all about content creation, thought leadership, marketing niches, and data storytelling. Topics addressed: Purpose of Content Authority & Thought Leadership Marketing towards a Need Marketing to a Demographic Build Communities Specific questions asked: Historically, how have people perceived numbers and data in a business setting? What are effective methods for communicating complex calculations? How does data storytelling enhance a company’s perceived value? What tools do you recommend for building effective data stories? Connect with Austin: www.atakinteractive.com www.linkedin.com/in/austinlaroche/ www.youtube.com/@UCApP-PQ_tLkS6-76-xgwQIg Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com https://www.thedivorceallies.com/ Cell: (314) 541-8163 valuation,business valuation,business evaluation,business valuation expert,business evaluation expert,b2b marketing,b2b marketing strategy,marketing analytics expert,business thought leadership,valuation thought leadership,marketing firm los angeles,marketing firm la,los angeles marketing firm,business valuation missouri,business evaluation st louis,data storytelling,online marketing firm,online business valuation,online business valuator Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Letting Numbers Speak: Why Exit Planning Isn’t the Same as Investment Banking 1:00:01

לפני 28 weeks1:00:01

1:00:01

Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, Negotiation Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis. Today's topic is about strategic planning, investment banking, exit planning. Really about Letting the Numbers Speak and Why Exit Planning Isn't the Same as Investment Banking with Luntadila Paulo. He is an immigrant from Angola. He's Pan-African global citizen, and an entrepreneur. He founded Yeto Accounting and Tax PLLC in 2019. Yeto Accounting and Tax PLLC is an immigrant-led certified public accounting firm providing founders, small and midsize businesses, nonprofit, and emerging managers and searchers accounting, tax, and business advising solutions to help them reduce their tax burden, improve their business results, and make impactful decisions. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Luntadila Paulo https://yetoadvisory.com/ https://www.linkedin.com/in/lcpaulo/ business valuation,business evaluation,business valuation expert,business valuation expert st louis,business valuation expert missouri,online business valuation,online business evaluation,exit planning,exit planning expert,exit planning strategy,online business evaluation expert,investment banking,exit plan strategy,exit plan negotiation,exit planning negotiation,business exit,business exit negotiation Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
The Current State of Divorce in New York For Business Owners 1:12:56

לפני 33 weeks1:12:56

1:12:56

This episode is going to be about the Current State of Divorce in New York. We're going to focus on some of the things that business owners and professionals should understand. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert. Today 's guest is Lisa Zeiderman. Lisa's a managing partner at Miller Zeidman, LLP. She's a matrimonial attorney, family lawyer, and CFL, which she'll tell you more about. And a certified divorce financial analyst, which some people know about. She also regularly handles complex financial and custody divorce matters for high net worth individuals. Topics covered: -How do you file for divorce in New York, and is an attorney required? -How is alimony typically calculated in New York? -Does New York tend to award significant amounts in alimony? -Are there specific calculators used for determining alimony in New York? -What is the standard method for calculating child support in New York? -In the case of a high net worth divorce with a business, what type of financial -disclosure is required to be filed with the court? -How do you handle a business in New York if it is claimed as separate property? -What are some common issues that business owners getting a divorce face in New York? -Are pensions, profit-sharing, stocks, and options typically valued in divorce proceedings? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Lisa Zeiderman https://www.linkedin.com/in/lisazeiderman/ www.lisazeiderman.com divorce,divorce mediation,divorce mediator,financial mediation,business valuation,business valuation near me,business evaluation near me,business evaluator,business evaluator near me,divorce attorney new york,divorce lawyer new york,business owner divorce,business divorce,business valuation expert,business valuation expert near me,divorce financial expert,divorce financial expert near me,business evaluation expert near me,business evaluation expert Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Current Issues for Business Owners Going Through Divorce in Georgia 52:33

לפני 33 weeks52:33

52:33

In this episode, we're going to talk about current issues for business owners going through divorce in Georgia, but in general, advice for people around the country. Our guest is Bob Boyd, an attorney in Atlanta, Georgia. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Missouri. Topics Discussed: Why should business owners consider having a prenup or a postnup? How can a prenup or postnup protect a business during a divorce? Postnups and who are they best suited for? Are you seeing an increase in premartial agreements in any demographic or age population? How can you prevent the prenup from being contested in court? http://www.ValuationPodcast.com http://www.BridgeValuation.com http://www.MediatorPodcast.com https://www.valuationmediation.com Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Robert D. Boyd 3330 Cumberland Boulevard 100 City View, Suite 999 Atlanta, Georgia 30339 (678) 589-7010 Direct (770) 953-4300 Telephone (770) 953-4700 Facsimile www.bcntrlaw.com valuation mediation,valuation podcast,valuation expert,evaluation expert,evaluation expert near me,valuation expert near me,valuation expert missouri,evaluation expert missouri,premarital agreements,post nuptial agreement,prenup attorney,prenup lawyer georgia,prenup attorney georgia,prenup attorney atlanta,divorce attorney georgia,divorce attorney atlanta,prenuptial agreement attorney,prenuptial agreement lawyer Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
How to Clean Up Your Financial Situation to Sell Your Company 36:52

לפני 35 weeks36:52

36:52

In this episode, we're with Nolan Bradbury. He's located in Seattle, Washington, and the Founder of Bradfield Accounting and Advisory. He has two decades of experience and offers clear and practical financial advice to business owners, and in this episode, we're actually talking about how to clean up your financial situation to sell your company. Welcome, Nolan. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Topics Discussed: What are the first steps a business should take to clean up its financial situation before a sale? What common financial issues can hinder the sale of a business? What is the significance of cash flow and debt for a company preparing to sell? What is a working capital adjustment? What role can a financial concierge play in helping a business improve its financial health? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Nolan Bradbury Founder, Bradfield Accounting & Advisory https://www.linkedin.com/in/nolan-bradbury/ www.bradfieldco.com business valuation,business valuation near me,business evaluation,business evaluator near me,business evaluation missouri,business valuator missouri,business valuator st louis,exit planning missouri,business growth disruptions,valuation podcast,valuation expert,valuation near me,financial concierge,working capital adjustment,financial health,certified public accountant seattle,cpa seattle,cash flow management Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Make More and Work Less: Outsourcing for Growth 44:06

לפני 37 weeks44:06

44:06

Make More and Work Less: Outsourcing for Growth - Business Valuation Experts #businessvaluation https://www.valuationmediation.com http://www.ValuationPodcast.com (314) 541-8163 In this episode, we are talking to Ben Towne, who is a CPA and another Valuation Expert. He's also the principal of Towne Advisory. He's committed to helping small business owners increase the value of their business so they can achieve successful exits and leave meaningful legacies. He's also located in San Jose, California. He's an expert on how to make more and work less and outsourcing for growth. Welcome, Ben. Hi, welcome to valuation podcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert located in St. Louis, Missouri. Questions discussed: What current challenges are you seeing in the valuation industry? What solutions do you recommend for these challenges? What are some common misconceptions about outsourcing? Why do outsourcing partnerships often fail? How do you address the ethical concerns about surrounding outsourcing? How has outsourcing improved your business operations? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Ben Towne, CPA/ABV/CFF Towne Advisory Services Corp. (408) 800-2169 www.towneadvisory.com https://www.linkedin.com/in/ben-towne-advisory Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place 43:34

לפני 38 weeks43:34

43:34

In this episode, we're talking about finding the peace in chaos and how to grow your company with disruptions in place with Chris Papin. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Missouri. Our guest, Chris Papin, is located in Oklahoma and is actually not only an attorney, but also a certified public accountant, as well as a life accident and health insurance producer. So it gives him a very holistic perspective as an advisor to business. Topics discussed: What are the major disruptions businesses are facing in 2024? How can businesses integrate AI into their operations? What are they key generational differences that impact workplace dynamics?What is the current state of non-competes? What strategies are effective in maintaining growth during disruptions? How can companies adapt their leadership styles to better navigate these modern disruptions? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Chris Papin, CPA https://www.papincpa.com/ https://www.linkedin.com/company/papincpapllc/ 405-531-9119 Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
The Impact of the "Right" Clients on Your Business 53:34

לפני 39 weeks53:34

53:34

In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run better, maximize their exits, and basically grow into the process. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Rick Watson https://www.NRNAmerica.com https://www.protectionpointadvisors.com https://www.linkedin.com/company/72002560 https://www.linkedin.com/in/rickwatsonppa/ https://www.facebook.com/richard.watson.92351 Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Exit Planning is a Process... Not an Event 1:00:52

לפני 40 weeks1:00:52

1:00:52

In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. In this episode, we are with Tejal Shah. Tejal is in Houston, Texas and the Founder & Managing Principal at Congruent Advisory Services, LLC. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Tejal Shah Founder & Managing Principal at Congruent Advisory Services LLC Email: tshah@congruentadvisory.com Web: www.congruentadvisory.com Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Deal Makers and Deal Breakers 45:27

לפני 41 weeks45:27

45:27

In this episode, we are talking about deal makers and deal breakers: what to do and what to avoid with Alex Prasad. Alex is located in Michigan, and he's an entrepreneur and a business attorney with a decade of experience in early stage companies in M&A law. Welcome to valuation podcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Missouri. Meet Alex Prasad: a dynamic entrepreneur and seasoned business attorney with a decade of expertise in early-stage company and M&A law. With a unique blend of legal acumen and operational experience, Alex champions a human-centric approach to negotiations, emphasizing efficiency and results. Beyond his legal practice, he holds a senior position at a sports technology startup, contributing to strategic decision-making. A graduate of the University of Notre Dame Law School and the University of Michigan, Alex is dedicated to empowering early-stage companies and achieving optimal business outcomes. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Alex Prasad aprasad@aegislaw.com https://aegislaw.com/people/alex-prasad/ (865) 210-8655 Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Hiring for Impact: Parallel Leadership (Part 2) 46:02

לפני 41 weeks46:02

46:02

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadership-part-1.mp3?download=true Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and a Business Valuation Expert in St. Louis, Missouri. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Jose Berlanga www.joseberlanga.com www.onyxtx.com www.linkedin.com/in/jose-berlanga-900a9518 "The Business of Home Building" Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Hiring for Impact: Parallel Leadership (Part 1) 37:59

לפני 1 year37:59

37:59

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and a Business Valuation Expert in St. Louis, Missouri. Questions discussed in Part 1: -What impact do employees play in running a successful business? -What defines a "leader" in today’s work environment? -Why is it more important for organizations to focus on hiring leaders rather than just employees? -How can hiring managers identify these qualities in potential employees? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Jose Berlanga www.joseberlanga.com www.onyxtx.com www.linkedin.com/in/jose-berlanga-900a9518 "The Business of Home Building" Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Current Trends and Expert Insights in the Dental Practice Market 53:28

לפני 1 year53:28

53:28

Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses and multi-site groups navigate the complex landscape of capital or strategic transactions. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Questions discussed: -What is currently happening in the dental practice market? -What trends are you seeing as dentists sell their practices? -Who are some of the buyers of dental practices? -What is a DSO and how is this structure connected to private equity? -What are buyers looking for when they are rolling up practices? -What value drivers in a dental practice will get the highest dollar in an exit? -How have DSOs changed the dental practice market? -What does the dental landscape look like for new graduates? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Maria Melone maria@caberhill.com https://caberhill.com/team/maria-g-melone/ linkedin.com/in/mgmcpacva/ Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
A Fractional CFO’s Role in Business Growth and Exit Strategies 53:06

לפני 1 year53:06

53:06

Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for compliance purposes among other services. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm on a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Questions discussed: What is a Fractional CFO? How can a Fractional CFO assist business owners? How can a Fractional CFO play a strategic role in helping a company achieve its growth goals? How does a Fractional CFO add value in terms of increasing a business's overall value? How can a Fractional CFO help business owners put themselves in the best financial position for a future exit? What are some key factors business owners should consider when deciding to hire a Fractional CFO? Melissa Gragg, CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Alina Rivera, CPA, CVA, CFE, MAFF, CEPA, CGMA CEO of Advising Puerto Rico Alina@Advising.Global https://advising.global Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025 1:04:13

לפני 1 year1:04:13

1:04:13

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Divorce Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of the Tax Cuts and Jobs Act, or TCJA in 2025. Amber is a partner of Business Valuation and Advisory at Seidel Schroeder, providing over two decades of experience. She also has extensive valuation expertise, having performed hundreds of appraisals in conjunction with gift and estate tax planning, transaction advisory (M&A), ESOP, litigation, and lending purposes. 1. What is the TCJA and what are the major provisions of the Act that are set to expire in 2025? 2. What is included in a taxable estate? 3. Why is the sunset especially important to business owners? 4. Can business owners with a long runway until retirement ignore the impact of the sunset? 5. Can business owners rely on quoted market multiples in their industry to understand the value of their company? 6. What is the tax impact for a business owner upon death that has not done any estate or succession planning? 7. How can a business owner transition their business out of their estate? 8. Is having a valuation performed necessary or beneficial for the transition of the business? 9. Are there any other provisions poised to sunset that impact business owners? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Amber Widener Seidel Schroeder awidener@ssccpa.com 979.251.6721 https://www.linkedin.com/in/amber-widener/ Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Selling Strategically: Unleashing Maximum Value in your Business Exit 57:54

לפני 1 year57:54

57:54

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis Missouri. Today we are speaking with Channing Hamlet located in San Diego, CA. He’s a managing director of Objective Capital Partners, a leading investment banking and valuation firm serving the lower middle market, specifically companies with an enterprise value of $20-$75 million. Hamlet leads the transaction execution of the investment banking practice, and concurrently operates as the head of the business valuation practice. Questions discussed: 1. What key elements should business owners consider when strategically planning their exit for maximum value? 2. How far in advance should one start planning for a business exit? 3. How important is market analysis in determining the optimal time to sell a business? 4. What strategies can business owners employ to enhance the value of their business before putting it on the market? 5. Are there specific areas or aspects of a business that buyers typically find most valuable? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Channing Hamlet www.objectivecp.com https://www.linkedin.com/in/channinghamlet/ channing.hamlet@objectiveibv.com Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
The Intricacies of Intellectual Property in Business Valuation 39:51

לפני 1 year39:51

39:51

Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today we’re discussing the Intricacies of Intellectual Property in Business Valuation with Michael Koeppel. With three decades of expertise, Mr. Koeppel has encountered a diverse array of industries, with a primary emphasis on technology, manufacturing, and service sectors. In 2012, Lakelet Advisory Group LLC was founded to concentrate on organizations undergoing turnaround situations. 1. What makes Intellectual Property so complex and unique compared to other types of Business Valuation? 2. Intellectual Property (especially patents) are typically tied to a person. How do you quantify the market value or future income on something like this? 3. Intellectual Property valuations are very similar to startups. How? 4. Given the complexity of IP in terms of regulatory authorities in the law, how might you mitigate ensuring that the intellectual property is valid from that perspective? 5. How do you address international patents? Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Michael Koeppel https://www.lakeletag.com/ Cell: 716-984-5303 Email: MKoeppel@LakeletAG.com https://www.linkedin.com/in/michaelkoeppel/ Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Selling Your Business: How to Negotiate the Highest Price 40:44

לפני 1 year40:44

40:44

Hi, Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today, we are talking about selling your business: How to negotiate the highest price with Jamar Cobb-Dennard. He is a business broker and M&A attorney, and selling businesses is his expertise. Over the last few years, Jamar has completed over $12M in small business deals. He also hosts his own podcast, "What's It Worth?", a business podcast discussing what your business is worth, how to sell a company, and how to buy businesses. Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Value Creation at Every Stage of the Business Cycle 58:28

לפני 1 year58:28

58:28

Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a divorce financial mediator in St. Louis Missouri. Today we are discussing Value Creation at Every Stage of the Business Cycle with Jordi Pujol a CFA or Chartered Financial Analyst, and MBA graduate from The Wharton School of Business. Jordi is a financial modeling wizard and Valuation Specialist in Los Angeles. He works in the Middle Market, appraising businesses and Intellectual Property (IP) for financial reporting, tax reporting, and strategic decision-making. He works with a boutique investment bank in Southern California. Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
Understanding the Start-Up Ecosystem in India: A Business Valuation Conversation 42:15

לפני 2 years42:15

42:15

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri. Today we are discussing the start-up ecosystem in India with Zeal Karwa who is located in Mumbai, India. Zeal is a Certified Valuation Analyst (CVA) and Chartered Accountant (CA) who founded her own Fintech company, “Venture Buddy”. This platform serves as a catalyst for automated startup valuations. Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Zeal Karwa Email: zeal@venturebuddy.io Mobile/WhatsApp: +91 95450 49966 LinkedIn: https://www.linkedin.com/in/zealkarwa/ Website: www.venturebuddy.io Support the show…

ValuationPodcast.com - A podcast about all things Business + Valuation.

1
The Importance of a Second Valuation Opinion 46:04

לפני 2 years46:04

46:04

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing the importance of a second valuation opinion with Michael Koeppel. In his 30 years of experience, Mr. Koeppel has been exposed to a host of industries, but his primary focus is on technology, manufacturing and service organizations. He's founded eCapital Financing, which helps startups in the LA area and Western New York regions. He also owns Lakelet Advisory Group, which is focused on turnaround situations and ESOPs. Support the show…

ברוכים הבאים אל Player FM!

Player FM סורק את האינטרנט עבור פודקאסטים באיכות גבוהה בשבילכם כדי שתהנו מהם כרגע. זה יישום הפודקאסט הטוב ביותר והוא עובד על אנדרואיד, iPhone ואינטרנט. הירשמו לסנכרון מנויים במכשירים שונים.

תקשיבו ל-500+ נושאים

דומה לValuationPodcast.com - A podcast about all things Business + Valuation.

Mighty Patch™ Original patch from Hero Cosmetics - Hydrocolloid Acne Pimple Patch for Covering Zits and Blemishes in Face and Skin, Vegan-friendly and Not Tested on Animals (36 Count)

Amazon Basics Multipurpose Copy Printer Paper, 8.5 x 11 inches, 20 lb, 1 Ream, 500 Sheets, 92 Bright, White

Bounty Quick Size Paper Towels, White, 8 Family Rolls = 20 Regular Rolls (Packaging May Vary)

פודקאסטים ששווה להאזין

ValuationPodcast.com - A podcast about all things Business + Valuation. « » Exit Planning is a Process... Not an Event

Exit Planning is a Process... Not an Event

פודקאסטים ששווה להאזין

ברוכים הבאים אל Player FM!

Amazon Basics Multipurpose Copy Printer Paper, 20 lb, 92 Bright, 8.5" x 11", White, 8 Reams, 4000 Sheets (500 Sheets/Ream)

Ernie Ball Regular Slinky Nickel Wound Electric Guitar Strings, 10-46 Gauge (P02221)

Nespresso Capsules Vertuo, Variety Pack, Medium and Dark Roast Coffee, 30 Count Coffee Pods, Brews 7.8 oz.

Tubi: Watch Free Movies & TV Shows

דומה לValuationPodcast.com - A podcast about all things Business + Valuation.

מדריך עזר מהיר

ValuationPodcast.com - A podcast about all things Business + Valuation. « »
Exit Planning is a Process... Not an Event