Exit Planning is a Process... Not an Event

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

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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.

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My mission to change the narrative of mental health | Glenn Close 13:44

לפני 23 weeks13:44

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13:44

Legendary actor and mental health advocate Glenn Close is on a quest to change how we think about mental health, starting with her decision to speak out about her own family's struggles — a brave choice considering the stigma that pervades the topic. This week, we're revisiting this sweeping conversation with TEDWomen curator Pat Mitchell, where Close shares the inspiration behind the advocacy group she founded to combat the crisis, underscoring the transformative power of community and the critical need for comprehensive mental health care systems. Want to help shape TED’s shows going forward? Fill out our survey ! Become a TED Member today at https://ted.com/join Hosted on Acast. See acast.com/privacy for more information.…

לפני שנה 1:00:52

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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

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#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.

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

1
Small Business Success and Exit Strategy - A Business Valuation Podcast 53:42

לפני 1 day53:42

53:42

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 valuation expert in St. Louis, Missouri. We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He also has a podcast that we'll talk about later, but today he's going to share his story about building a business with the exit in mind. And quite frankly, you guys hear me talking about this a lot—not only how do you grow a business, start a business, and market a business, but if you're not thinking about the end in mind, then I think we get distracted by the pretty logos and all of the fun social media. But quite frankly, there's really a process of starting a business—and then, how are you going to exit or monetize it at the end? Key Takeaways: 1. Build a Business You Understand Deeply Mark emphasized the dangers of chasing business ideas you don’t know. He initially considered buying companies in industries he didn’t understand (like potato chips or trail mix) and quickly realized that deep domain expertise is crucial for long-term success. He succeeded by staying in the packaging industry where he already had knowledge, relationships, and leverage. 2. Bootstrap with Discipline and Realistic Expectations Mark cut his salary by 40%, managed household expenses down to the diaper, and lived lean for four years while growing his company. His message: entrepreneurship is not glamorous at first. You need financial discipline, a clear budget, and the willingness to sacrifice comfort in exchange for long-term freedom. 3. Structure Your Business to Run Without You One of the key factors that made Mark’s company valuable at exit was his team —not just his own leadership. Buyers aren’t looking to buy you ; they want to buy a system with a team that can keep the business profitable after you're gone. Mark built a team with defined roles and documented processes that could operate without his daily involvement. 4. Expect the Sale Process to Be Grueling and Prepare for It Selling a business is not a handshake deal. Mark shared how potential buyers will climb up your books , dig into every corner of your operation, and often reduce the final price in a "retrading" maneuver. He recommends having annual reviews, financial audits, and a strong attorney to survive due diligence and avoid getting steamrolled. 5. Know Your Value—Then Be Ready to Walk When approached to sell, Mark didn’t bite at the first offer and wasn’t desperate to exit. This gave him negotiating power. He also warned entrepreneurs not to underestimate the emotional cost of letting go—or the financial risk if the buyer isn’t properly funded. His advice: Know your EBITDA, understand deal terms like holdbacks and earn-outs, and don’t sell unless the offer respects your value. Connect with Mark - LinkedIn Mark's Podcast and Website 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
Importance of Communication and Marketing Alignment - Business Valuation Podcast 35:48

לפני 10 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 12 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 14 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 16 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 18 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 19 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 21 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 23 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 27 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 29 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 31 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 35 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 36 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 38 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…

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