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

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 DeeplyMark 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 ExpectationsMark 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 YouOne 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 ItSelling 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 WalkWhen 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 - LinkedInMark's Podcast and WebsiteMelissa GraggCVA, MAFFExpert 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) 541-8163Support the show

Importance of Communication and Marketing Alignment - Business Valuation & Mergers and AcquisitionsWelcome 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.todayhttps://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) 541-8163divorce 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 ownersSupport the show

Business Succession: Inherited Trauma and Family Wealth - Generational Wealth and Financial Successhttp://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/bookConnect with Melissa:Melissa Gragg  CVA, MAFFExpert 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) 541-8163Support the show

Valuing the Future | Business Valuation Case Studies - Estate Planning StrategiesWelcome 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-CorporationsMoving shares into a trust & gifting to the familyCan 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.comhttps://www.linkedin.com/in/michaelkoeppel/Connect with Melissa:Melissa Gragg  CVA, MAFFExpert 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) 541-8163financial 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 evaluationSupport the show

Business Valuation Case Study Example - Complexities of a Software Valuation & How to Use MediationHello 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.comhttps://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) 541-8163mediator,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 meSupport the show

Intellectual Property Valuation - Business Valuation Case Study with Certified Business ValuatorsWelcome 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.comhttps://www.linkedin.com/in/michaelkoeppel/Connect with Melissa:Melissa Gragg  CVA, MAFFExpert 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) 541-8163mediator,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 propertySupport the show

From One Generation to the Next: Strategies For Selling a Family Businesswww.valuationmediation.comWelcome 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-kirkhttps://www.EBITDAUniversity.comConnect 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) 541-8163business 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 bankerSupport the show

Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner DisputesWelcome 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, MAFFExpert 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.comhttps://www.linkedin.com/in/michaelkoeppel/Support the show

Enhancing Legacy: Modern Strategies for Business Success - a Business Valuation PodcastHi, 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 GraggCVA, 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) 541-8163Phillip Hogansigningservicesofamerica.comlinkedin.com/in/philliphoganinstagram.com/signingservicesofamericabusiness 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 meSupport the show

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-kirkhttps://www.EBITDAUniversity.comConnect 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) 541-8163valuation 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,ebitdaSupport the show

Data-Driven Stories: Unlocking Value Through Marketing and Storytelling - Thought LeadershipWelcome 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 ContentAuthority & Thought LeadershipMarketing towards a NeedMarketing to a DemographicBuild CommunitiesSpecific 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.comwww.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) 541-8163valuation,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 valuatorSupport the show

Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, Negotiationhttps://www.valuationmediation.comhttps://www.thedivorceallies.com/http://www.MediatorPodcast.comHi, welcome to valuation podcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Greg, and I'm a financial mediator and business valuation expert in St. Louis. Today's topic is actually talking about strategic planning, investment banking, exit planning. And really we just use these terms a little interchangeable, but letting the numbers speak and why exit planning isn't the same as investment banking with Luntadila Paolo, and he is an immigrant from Angola. He's Pan-African global citizen, and an entrepreneur. He founded Yeto Accounting and Tax PLLC in 2019 to help small business owners minimize their taxes and basically get ready to sell and increase their net worth. And I wanna welcome you. Thank you so much for being our guest.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) 541-8163Luntadila 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 negotiationSupport the show

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) 541-8163Lisa Zeidermanhttps://www.linkedin.com/in/lisazeiderman/www.lisazeiderman.comdivorce,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 expertSupport the show

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) 541-8163Robert D. Boyd3330 Cumberland Boulevard100 City View, Suite 999Atlanta, Georgia 30339(678) 589-7010 Direct(770) 953-4300  Telephone(770) 953-4700  Facsimilewww.bcntrlaw.comvaluation 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 lawyerSupport the show

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) 541-8163Nolan BradburyFounder, Bradfield Accounting & Advisoryhttps://www.linkedin.com/in/nolan-bradbury/www.bradfieldco.combusiness 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 managementSupport the show

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) 541-8163Ben Towne, CPA/ABV/CFFTowne Advisory Services Corp.(408) 800-2169www.towneadvisory.comhttps://www.linkedin.com/in/ben-towne-advisorySupport the show

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) 541-8163Chris Papin, CPAhttps://www.papincpa.com/https://www.linkedin.com/company/papincpapllc/405-531-9119Support the Show.

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) 541-8163Rick Watsonhttps://www.NRNAmerica.comhttps://www.protectionpointadvisors.comhttps://www.linkedin.com/company/72002560https://www.linkedin.com/in/rickwatsonppa/https://www.facebook.com/richard.watson.92351Support the Show.

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) 541-8163Tejal ShahFounder & Managing Principal at Congruent Advisory Services LLC Email: tshah@congruentadvisory.comWeb: www.congruentadvisory.comSupport the Show.

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 businessattorney with a decade of expertise in early-stage company and M&Alaw. With a unique blend of legal acumen and operational experience,Alex champions a human-centric approach to negotiations, emphasizingefficiency and results. Beyond his legal practice, he holds a senior positionat a sports technology startup, contributing to strategic decision-making.A graduate of the University of Notre Dame Law School and the Universityof Michigan, Alex is dedicated to empowering early-stage companies andachieving 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) 541-8163Alex Prasadaprasad@aegislaw.comhttps://aegislaw.com/people/alex-prasad/(865) 210-8655Support the Show.

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=trueWelcome 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) 541-8163Jose Berlangawww.joseberlanga.comwww.onyxtx.comwww.linkedin.com/in/jose-berlanga-900a9518"The Business of Home Building"Support the Show.

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) 541-8163Jose Berlangawww.joseberlanga.comwww.onyxtx.comwww.linkedin.com/in/jose-berlanga-900a9518"The Business of Home Building"Support the Show.

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) 541-8163Maria Melonemaria@caberhill.comhttps://caberhill.com/team/maria-g-melone/linkedin.com/in/mgmcpacva/Support the Show.

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, MAFFExpert 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, CGMACEO of Advising Puerto RicoAlina@Advising.Globalhttps://advising.globalSupport the show

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, MAFFExpert 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 WidenerSeidel Schroederawidener@ssccpa.com979.251.6721https://www.linkedin.com/in/amber-widener/Support the show

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, MAFFExpert 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 Hamletwww.objectivecp.comhttps://www.linkedin.com/in/channinghamlet/channing.hamlet@objectiveibv.comSupport the show

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, MAFFExpert 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: 716-984-5303Email: MKoeppel@LakeletAG.comhttps://www.linkedin.com/in/michaelkoeppel/Support the show

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

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

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) 541-8163Zeal KarwaEmail: zeal@venturebuddy.ioMobile/WhatsApp: +91 95450 49966LinkedIn: https://www.linkedin.com/in/zealkarwa/Website: www.venturebuddy.ioSupport the show

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

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're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinOptimal. It's an accounting automation software company based in Houston, Texas. Jesse actually founded it to help accountants work faster and smarter, and it's a lot of based on outsourced accounting services or automation. Tom is a CPA and former auditor whose passion for this automation and business actually led him to FinOptimal, and he operates out of Brooklyn, New York. Support the show

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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 ESOP and employee-led buyouts insights from a private equity perspective 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. In 2001, he founded eCapital Financing, which specializes in assisting startups and challenged entities to obtain financing. Today, the firm works with a host of companies in both the Los Angeles and Western New York regions, while eCapital Financing currently focuses on investing in startup companies and projects, Lakelet Advisory Group LLC was funded and founded in 2012 to focus on challenged organizations in turnaround situations. Support the show

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 talking about divorce and refinancing a mortgage, and I have the privilege of speaking with Emile Flowers. She's a Certified Divorce Lending Professional and Mortgage Loan Originator located in Glen Carbon, Illinois, but services clients around the country. Welcome, Emile!1. Divorce and Mortgaging a House: One Working Spouse and One Stay-Home Spouse with Emile Flowers2. What is a Certified Divorce Lending Professional?3. What type of analyses are you doing with the client to determine their eligibility?4. How does divorce mortgage planning benefit the couple?5. What is "qualifying income?"6. Why is the verbiage for the divorce settlement agreement important?7. What is important to know about refinancing a mortgage in a divorce?8. What can clients do now to get prepared to meet with Emile Flowers?9. How do you charge for your services?10. About Emile Flowers, Certified Divorce Lending Professional and Mortgage Loan OriginatorEmile Flowers​​​​, CDLP® Mortgage Loan OriginatorUSA Mortgageeflowers@usa-mortgage.com+1 618-530-24443 Country Club Executive Park, Ste 100Glen Carbon, IL 62034NMLS: 1256327Company NMLS: 227262. Not a commitment to lend. Additional terms and conditions apply. DAS Acquisition Company, LLC is not affiliated with or endorsed by any government entity or agency, including USDA, HUD or VA. Headquarters: 12140 Woodcrest Executive Drive, Suite 150, St. Louis, Missouri 63141, Toll Free: (888) 250-6522. For complete licensing information visit http://www.nmlsconsumeraccess.org. USA Mortgage does not provide tax, legal or accounting advice or services. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on or used as a substitute for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.Support the show

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name's Melissa Gragg, and I provide online valuation services for mediation and litigation based in St. Louis, Missouri. Today we will discuss Donald Trump's tax return, and it's really a case study for divorce attorneys and what to look at in a personal tax return with Jason Soman. He's a valuation expert in Boca Raton, Florida. He owns his own firm Accounting and valuation LLC, and he's specializing in business valuation and forensic accounting in the context of divorce. Support the show

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 business valuation expert focused on strategic planning and exit planning in St. Louis, Missouri. Today we are talking ERC. Tax credit information for advisors and business owners with Catherine Tindall. She's a CPA in California specializing in tax credits and is also a partner with Dominion Enterprise Services. She's combined proprietary technology with professional expertise with her CPA team, and is able to offer a fast turnaround time on credit claims while maintaining a high degree of precision. It's our mission to help business owners in key industries affected by covid shutdowns such as restaurants, construction, and hospitality, to take advantage of the employee retention credit before it begins to expire in the spring of 2024. 1. What is the Employee Retention Credit or ERC Tax Credit?2. What types of companies are eligible for Employee Retention Tax Credit?3. What are the 3 signs of eligibility?4. How Catherine Tindall, CPA, became an expert on the ERC Tax Credit5. What are the pitfalls of calculating the ERC tax credit?6. Do you think the IRS will audit companies who take the ERC credit?7. In the future do you see Employee Retention Credit fraud increasing?8. What are the benefits of working with ERC specialists?9. How does your proprietary process protect the business owner from a future audit of the Employee Retention Credit?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  Cell: (314) 541-8163  Catherine Tindall, CPADominion Enterprises www.dominiones.comCTindall@dominiones.com603-693-7901Support the show

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 provide online divorce mediation and valuation services in St. Louis Missouri.I had the privilege of interviewing Eric Schotz, the executive producer of Money Court. Joining me as a guest-host Randy Kessler, a divorce attorney for celebrities and professional athletes, as well as frequent guest on Court TV - we discussed mediation and how cases are getting settled outside of court. They are still taking applications to be on the show at www.MoneyCourtNow.comSupport the show

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 provide online divorce mediation and valuation services in St. Louis Missouri. We are speaking with T.H. Irwin and Jessica Klingbaum, the “exEXPERTS”, about advice and resources for divorcing couples. They are divorce mentors and their mission is to educate, empower and support people to make the best decisions for their outcomes.Support the show

The Current Housing Market and Divorce http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163  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 provide online divorce mediation and valuation services in St. Louis Missouri. Today we will discuss the current housing market and divorce with Melissa Rubenstein – a former real estate attorney and realtor in New York and New Jersey Do you have like checklists and things that a client can go through when they're trying to prepare for this selling process? Do you kind of have something to go through of how to get your house more modernized and and ready?Welcome Melissa!  1. Tell us about the current housing market.  2. What are the main steps when selling a house (specifically during a divorce)?  3. What advice would you give to a divorcing couple who is selling their house?  4. What is the process for one spouse remaining in the house when the other moves out?  5. What are some current trends for taking out a mortgage? Is the process getting easier or harder?  6. Do you have a checklist clients can go through to prepare them for the selling process?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  Cell: (314) 541-8163  Melissa Rubenstein  ESQ., REALTOR-ASSOCIATE® 40 West Ridgewood Ave, Ridgewood, NJ 07450 O:201-962-9552    M: 646-872-5912 movesbymelissa@gmail.com therubensteinpropertygroup.comSupport the show

Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online divorce mediation and valuation services in St. Louis Missouri.  Today we are going to discuss specialty tax services and tax credits for business owners with Randy Crabtree. He's a CPA in Schaumburg, Illinois. He's also co-founder and partner of Tri-Merit Specialty Tax Professionals and a fellow podcaster. He has 30 years of public accounting and tax consulting experience. He's an author, lecturer, and podcast host of “The Unique CPA” podcast. Also, something that Randy may not toot his own horn about is that he was also listed in the “Ones To Watch” section of Accounting Today's 2021 “Top 100 Most Influential People in Accounting.”Thank you, Randy!1. What are tax credits and are they different than tax deductions? 2. What is the difference between temporary tax credits and permanent credits in the IRS tax code? 3. What is the Employee Retention Tax Credit in the 2020 Cares Act? 4. Employee Retention Tax Credit 2021 5. What is a research and development tax credit? 6. Are there any other important tax credits? 7. Tell us more about you and your firm! 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  Cell: (314) 541-8163 Randy CrabtreeCo-Founder and Partner at Tri-Merit. R&D Tax Credits, Cost Segregation, Employee Retention Credit, 179D and 45LRandy.Crabtree@tri-merit.comhttps://tri-merit.com/staff/randy-crabtree/Support the show

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 provide online divorce valuation and mediation services in St. Louis Missouri. Today we will discuss Divorce Finances: Tracing Marital Assets and Separate Propertywith Beth Garrett & Bob Boyd. Bob Boyd is a family law attorney in Atlanta Georgia and co-founder of Boyd Collar Nolen Tuggle & Roddenbery. Bob is a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.Beth Garrett is a lawyer and accountant in Atlanta Georgia – she is also a Partner in the Divorce Litigation Support Practice at Frazier & Deeter, primarily assisting high net-worth individuals and corporate executives with divorce, tax and accounting issues. She helps through mediation and works with divorce lawyers through all financial aspects of litigation and child support matters. 1.       Let's first define the difference between separate and marital property in a divorce? How could someone have a claim of separate property?2.       What is the difference between community property states and equitable distribution states for divorce purposes?3.       What is involved in tracing assets and why does marital contribution matter?4.       Why is the “source of funds” rule important in a tracing analysis and does it matter how the property is titled?5.       What are some assets that can be traced? House, investments, stock options, businesses?6.       Who has the burden to prove the asset is separate?7.       What are some of the important dates to keep in mind when tracing assets? Date of filing? Date of separation? Date of divorce?8.       Why would you trace ownership in the marital home? What is the Thomas analysis in Georgia?9.       What relevance does case law play into the tracing of assets in Georgia or any other state?10.   What would be the logic behind tracing an investment? How do you do the tracing?11.   What are some of the issues if a family business is owned or was owned prior to the marriage?12.   Let's finish this discussion by talking about how the court will eventually determine the split all of the different property – will a Judge make it FAIR by splitting everything 50/50 between the two spouses?Melissa Gragg CVA, MAFF, CDFA 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  Elizabeth GarrettJD CPA CVA | PartnerFrazier & Deeter Main: 404.253.7500  Robert D. Boyd(770) 953-4300  Telephone(770) 953-4700  Facsimilewww.bcntrlaw.comSupport the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri.  Today we will discuss Changes in the IRS Business Valuation Community with a former IRS auditor Mike Gregory. Mike Gregory is the founder and owner of Michael Gregory Consulting, LLC. He brings 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally. Mike has written 12 books focusing on How to Work with the IRS, Business Appraisals and the IRS, Discounts for Lack of Marketability (DLOM) and the IRS, Reasonable Compensation and the IRS, conflict resolution, servant leadership, with his most recent technical book Business Valuations and the IRS: Five Books in One and his most recent leadership book The Collaboration Effect. Mike is located in Minneapolis Minnesota. Welcome Mike!  What are a few changes we can expect to see at the IRS relating to business valuations in 2022?Has the IRS identified issues for audit in 2022?What is an IDR (Information Document Request) and how does it relate to business valuation?Why is an IDR necessary?Do you have any federal cases relating to the IRS and business valuations you want to discuss?What are a few tips for someone to avoid the IRS?What steps should a person take if they are audited by the IRS?Tell us more about you and your firm! 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  Cell: (314) 541-8163  Michael GregoryNSA, MBA, ASA, CVAMichael Gregory Consulting, LLCFounder/OwnerConflict Resolution Specialist | Speaker| Authormg@mikegreg.comm. (651) 633-5311w. mikegreg.com Support the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri. Today we will discuss Insight into Dental Market Transactions - with Maria Melone. Maria is a leading M&A advisor to the dental industry and investment banker in Chicago Illinois, with a mission to help both individual dentists and dental groups navigate the complex landscape of dental-practice transactions. Maria is a managing director at Caber Hill Advisors. Welcome Maria!  What is the difference between pricing a dental practice for sale and valuing it for strategic planning?Is the price to sell the practice easy to determine – what factors go into it?Is there a rule of thumb or valuation multiple on what a dental practice is worth?What is a DSO or Group Practice and how are they buying dental practices?Are private equity firms getting involved in buying dental practices?What are some of the terms and conditions in these deals with DSOs?Are these terms different for private equity?How do you determine which path is right for you to transition your practice?How are dentists attracting younger dentists to transition into retirement?Tell us more about you and your firm! 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  Cell: (314) 541-8163    Maria G MeloneManaging DirectorM: (339) 927-8882 O: (508) 475-3800 F: (508) 475-3963maria@caberhill.com125 S. Wacker Drive Suite 300 Chicago, IL 60606-4421  caberhill.com  Let's connect on LinkedInSupport the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri.Today we will discuss how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company in Westlake, Ohio.Welcome Scott!How should we define exit planning and what are its core concepts?What are the fundamentals of the Value Acceleration Methodology?What value comes from focusing on the three legs of the stool?What is the marketplace need and opportunity?Tell us more about you and your firm!  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.comCell: (314) 541-8163  Scott SniderPresident at Exit Planning InstitutePhone: (216) 712-4244Email: epiglobal@EXIT-PLANNING-INSTITUTE.ORGEPI Headquarters27881 Clemens Road, Suite 1 Westlake, OH 44145Website: https://exit-planning-institute.orgLinkedIn: https://www.linkedin.com/in/scott-snider-epi/Support the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri. Today we will discuss Turning Disrupted Leaders into a Disruptive Force with Michael Teape.Since 1994, Mike has been conducting business and personal effectiveness design and delivery training, coaching, train-the-trainer, and training strategy development for a wide spectrum of clients. He works for global corporations, leading training firms, and universities as well as small and middle market businesses. Michael is located in New York, New York.Welcome Michael!   What is disruptive in the world of business right now?How do leaders get disrupted? What deadly sins of a disrupted mindset should we avoid?What is the SCARF model (by David Rock, 2008, The Neuro Leadership Institute) and how can it help leaders become adaptable and calm?What quick tips do you have for leaders to make their conversations with others more forward focused, adaptive calm and therefore ready to begin the work of disruption? What behaviors should leaders strive for in-order to be the disruptor instead of the disrupted?How do they turn these behaviors into long lasting approaches to driving their businesses forward? Tell us more about you and your firm! 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  Cell: (314) 541-8163  Michael TeapeOwner & Lead Training ConsultantTeape Training Internationalinfo@teapetraining.com(347) 346-1746https://www.teapetraininginternational.comhttps://twitter.com/teapetraining?lang=enhttps://www.linkedin.com/in/teapetraining/https://www.facebook.com/teapetrainingSupport the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri.Today we will discuss Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.Welcome Carolina!!What is cryptocurrency?How can investing in cryptocurrency affect my tax liability?How can we prevent cryptocurrency fraud?How can one know that your spouse has cryptocurrency assets?  If there is a divorce in process, how can one prove that the other spouse is hiding money in cryptocurrency? How are crypto transactions tracked?Tell us more about you and your firm!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 Cell: (314) 541-8163 Carolina Martinez, CFE, CCICEOBe Pro Accounting, LLC754-300-9722carolina@beproaccounting.comwww.beproaccounting.comhttps://www.linkedin.com/in/carolinamartinezc/Support the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services in St. Louis Missouri.Today we will discuss The Unimpeachable Rebuttal with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.Welcome C. Zachary Meyers!! Let's start with the basics. What is a rebuttal regarding a valuation expert in a litigation setting?What makes a rebuttal unimpeachable?What rebuttal technique do you see as the biggest red flag?Why might a valuation expert use a rebuttal technique that may potentially backfire?What stands out in a neutral valuation report compared to a report created outside of professional standards?When reviewing a valuation report before litigation, how can an expert triple check the neutrality of their work?Why is it important for a valuation expert to remain neutral? Why do some experts not practice neutrality in their work?Is there a way for clients to check the neutrality of their experts work?What does it mean to trust a valuation expert's professional opinion? Why may one expert's opinion differ from another?What is your biggest piece of advice for experts who are just starting out in the valuation profession?Tell us more about your practice!  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.comCell: (314) 541-8163  C. Zachary MeyersCPA, CVAPhone: (304) 690-2619Email: czmcpacva@CZMeyers.comWebsite: CZacharyMeyersPLLC.comLinkedIn: CZacharyMeyersCPACVATwitter: @CZacharyMeyersTo read the article, visit http://quickreadbuzz.com/2021/03/10/business-valuation-litigation-zach-meyers-an-unimpeachable-treatise/ Support the show (http://valuationpodcast.com)

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 provide online divorce mediation and valuation services based in St. Louis Missouri.Today we will discuss Marital Balance Sheet: Trusts and Divorce with Robert - Bob Boyd and Letitia A. McDonald from Atlanta, Georgia.Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases. Tish McDonald is a partner in the Trial and Global Practice Group at King & Spalding. She focuses on complex commercial litigation, with an emphasis in fiduciary litigation, trust and estate litigation, litigation involving non-profits, real estate litigation, and litigation involving governmental entities.Welcome! Where do you typically see overlay of trusts and estates in family law?What are some of the most common mistakes made with family trusts?What important steps should take in order to properly protect their estate?What are the differences between estates and trusts in high asset couples?How are estates and trusts typically dealt with in divorce litigation? If a couple is preparing to divorce, what should be done to protect their assets?Do you have any unique stories regarding high asset couples or family estates and trusts?Tell us more about the services you provide! 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.comCell: (314) 541-8163  Robert D. BoydPhone: (770) 953-4300Fax: 770.953.4700Email: bboyd@bcntrlaw.comhttps://www.bcntrlaw.com Letitia A. McDonald (Tish)Partner | Trial and Global DisputesAtlanta: +1 404 572 3545Mobile: +1-404-822-8860tmcdonald@kslaw.comhttps://www.kslaw.comSupport the show (http://valuationpodcast.com)

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 provide divorce mediation and valuation services in St. Louis Missouri. Today we will discuss Environmental, Social and Governance (“ESG”) Policies and Valuation with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.Mark is also chairman of the standards review board for the International Valuation Standards Council. He was the primary author of the education program of the AICPA and the Royal Institute of Chartered Surveyors for the Certified in Entity and Intangible Asset (CEIV) credential, certifying valuation professionals in valuation for financial reporting purposes. Welcome Mark!There is a growing emphasis with Environmental, Social and Governance ( “ESG”) policies in investing. How do you see these trends impacting the business valuation profession?What specifically is ESG?What are some examples of ESG policies in businesses?How do ESG corporate policies impact valuations?How does one measure the impact of ESG on valuation?What are the challenges of measuring the impact of ESG policies on value?Which assets in particular may be impacted directly by ESG corporate policies?What is the valuation profession doing to assist with these issues? 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.comCell: (314) 541-8163  Mark ZylaCPA, ABV, CFF, CFA, ASAmzyla@zylavaluationadvisors.com(404) 806-0468HTTPS://WWW.LINKEDIN.COM/IN/MARKZYLASupport the show (http://valuationpodcast.com)

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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri. Today we will be discussing Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane.Joshua's practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. Josh is a forensic valuation expert and offers tax advice in the state of Florida.Pat is a wealth advisor with nearly a decade of experience in helping clients coordinate their wealth management plans. Further, he is the General Counsel for Ullman Wealth Partners. He handles all legal issues for the firm and points clients in the right direction regarding any legal issues they may have. Pat is the Director of Divorce Advisory Group.  In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He ensures our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat's wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.Welcome Josh and Patrick!How have you seen divorce shift during the pandemic?What are some interesting economic factors you have seen influence business valuations in divorce?Have you seen supply chain issues affecting cost of goods sold or inventory in business valuations for divorce?Should we be preparing for a correction in the market?When one or both spouses are business owners, how does capital gains affect a divorce?Typically, what is a financial neutrals role in a divorce case? Does the role change if the divorce is in mediation or litigation?Melissa GraggCVA, MAFF, CDFAExpert testimony for financial and valuation issuesBridge Valuation Partners, LLCmelissa@bridgevaluation.comhttp://www.BridgeValuation.comhttp://www.ValuationPodcast.comhttp://www.MediatorPodcast.comCell: (314) 541-8163Josh Shilts CPA/ABV/CFF/CGMA, CFEwww.ShiltsCPA.comjosh@shiltscpa.com(844) 850-6166 x101Patrick J. Kilbane General Counsel & Wealth AdvisorUllmann Wealth Partners1540 The Greens Way │ Jacksonville Beach, FL 32250P: 904.280.3700 │ F: 904.280.3785ullmannwealthpartners.compkilbane@ullmannwealthpartners.com Support the show (http://valuationpodcast.com)