Podcasts about business valuations

Send us Fan MailChris Jenks, CFA, of Amplify Capital Group, provides an in-depth analysis of the burgeoning car wash M&A landscape, focusing on the powerful interplay of real estate, tax policy, and investment strategies. Discover how the reinstatement of 100% bonus depreciation and 1031 exchanges are revolutionizing car wash real estate as a tax-efficient investment vehicle. Jenks unpacks the mechanics of sale-leasebacks, their impact on consolidation, and the critical role of cap rates and brand premium in valuation. Gain unparalleled insights into the future outlook of car wash M&A, the rise of patient family office capital, and essential strategies for operators to maximize their business value in a dynamic market. This is a must-watch for anyone involved in or considering investment in the car wash sector.What You'll Learn:The significant impact of bonus depreciation and 1031 exchanges on car wash real estate investment.How sale-leaseback transactions are fueling car wash consolidation and providing off-balance-sheet leverage.The relationship between cap rates, brand quality, and car wash real estate valuation.Why increased discipline and operational excellence are shaping the current M&A environment.Forecasts for car wash M&A activity over the next 18-24 months, including new buyer demographics like family offices.The importance of Key Performance Indicators (KPIs) and strategic process design for maximizing business value.Ready to navigate the evolving car wash market with confidence? Tune in for expert analysis and actionable strategies.#CarWashMNA #RealEstateInvestment #BonusDepreciation #SaleLeaseback #FamilyOfficeConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

This week's episode is less an interview with a small business expert and more of a working session. It features David C. Barnett, a small business valuation expert and head of Business Buyer Advantage, and Ken Lain, owner of Watters Garden Center, a successful plant nursery in Prescott, AZ. David excels at advising those looking to acquire small businesses, while Ken is currently shopping to purchase other garden centers. They make a perfect pairing: an experienced valuation adviser and a business owner actively looking to buy. The questions that Ken asks and the answers that David gives prove invaluable to anyone thinking of buying — or selling — a company. David and Ken have both been guests on Monday Morning Radio previously, but separately. David's latest book is Business and Asset Values: How Owners, Buyers, Sellers, Lenders, and Advisors Should Think About Small Business and Equipment Value.  Along with his wife, Lisa, Ken hosts the popular Mountain Gardener podcast. [Mark your calendars for Friday, October 9th, when Monday Morning Radio co-host Maxwell Rotbart will sign copies of his latest anthology, All You Can Eat Business Wisdom: Second Helpings, at Watters Garden Center. For more information or to register for the free event, visit https://tinyurl.com/MMR-Watters] Monday Morning Radio, now in its 15th season, is hosted by the father-son duo of Dean and Maxwell Rotbart. Photos: David C. Barnett and Ken LainPosted: September 28, 2026 Monday Morning Run Time: 56:42 Episode: 711

In this episode, we explore the journey of a seasoned entrepreneur and business strategist, Mr. John, who shares insights on exit planning, data-driven business valuation, and leveraging AI for growth. Discover practical strategies for building scalable businesses and preparing for successful exits.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

Send us Fan MailThe car wash M&A landscape is heating up, driven by unprecedented shifts in the private equity world. With trillions in capital awaiting deployment and a significant backlog of aging portfolio companies, private equity sponsors are under increasing pressure to find liquidity solutions and new investment opportunities. Learn how these macro trends are creating strong tailwinds for the car wash sector, making it an attractive target for institutional capital due to its recurring revenue, real estate optionality, and recession-resilient membership programs. Discover the evolving toolkit private equity firms are using to navigate this complex environment and what it means for car wash owners and investors.What You'll Learn:The current state of private equity inventory and the need for liquidity.How aging portfolio companies are influencing M&A strategies.The impact of $1.3 trillion in 'dry powder' on investment opportunities.Why the car wash sector remains highly attractive to institutional capital.New transaction types like dividend recaps, continuation vehicles, and minority recaps.Predictions for increased consolidation and deal activity in the car wash industry.This episode offers critical insights into the forces shaping the future of car wash M&A, highlighting the strategic opportunities for both buyers and sellers. #CarWashM&A #PrivateEquity #CapitalDeployment #IndustryTrends #LiquiditySolutionsConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Send us Fan MailChris Jenks, CFA, unpacks crucial insights for car wash owners and operators looking to maximize profitability and valuation. He highlights the critical role of labor efficiency, introducing metrics like Employees Per Labor Hour (EPLH) and Cars Per Labor Hour (CPLH) to optimize staffing, enhance throughput, and prevent margin leakage. The conversation explores how often-overlooked trade area factors, from commuter patterns to competitive density, profoundly impact a car wash's market multiple. Jenks then reveals the four distinguishing habits of top-quartile operators, providing actionable strategies for building a highly valuable and sustainable car wash business.What You'll Learn:How to effectively staff your car wash by understanding and balancing Employees Per Labor Hour (EPLH) and Cars Per Labor Hour (CPLH).The significance of matching labor to demand bell curves to improve productivity and avoid margin leakage.Why trade area dynamics, including demographics, site location, and regional trends, are essential drivers of car wash valuation.Insights into competitive landscapes and white space opportunities in different U.S. regions (Southeast, Texas, Mountain Southwest, Northeast/Mid-Atlantic).The four key habits of top-performing car wash operators: relentless KPI tracking, a robust membership culture, commitment to maintenance, and professional financial reporting.How building a business with these best practices creates 'optionality' and commands a premium in the market.Transform your car wash operations and boost your business's appeal to potential buyers by implementing these expert-backed strategies.#CarWashBusiness #LaborEfficiency #BusinessValuation #CarWashKPIs #OperationalExcellenceConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

In this episode, Mark Yegge speaks with business exit strategist Marc Adams about using AI to strengthen operations, increase business value, and prepare for a smarter, more profitable exit. Marc also shares insights from his new book, The Secrets to the AI-Powered Exit, and explains how business owners can build more valuable, buyer-ready companies. Connect with Marc: Website: Acquisitions4You Contact: acquisitions4you.com/contact LinkedIn: Marc Adams Email: marc@acquisitions4you.com Book: The Secrets to the AI-Powered Exit

Send us Fan MailDiscover the essential financial metrics that can transform your car wash business from a growth-focused operation to a value-generating enterprise. Chris Jenks, CFA, shares expert insights on how sophisticated buyers evaluate car wash businesses, moving beyond surface-level numbers to uncover true operational efficiency and sustainable profitability. Learn how to meticulously track Customer Lifetime Value (CLV), Customer Acquisition Cost (CAC), Revenue Per Car (RPC), and labor efficiency to optimize your strategy and significantly increase your business's appeal and valuation.What You'll Learn:How to calculate and leverage Customer Lifetime Value (CLV) to shift focus from member quantity to member quality.The dramatic impact of churn reduction on CLV and overall business economics.Comprehensive methods for calculating Customer Acquisition Cost (CAC) to ensure profitable growth.The critical relationship between CLV and CAC that signals a scalable business model.Understanding Revenue Per Car (RPC) in the context of local market dynamics and pricing strategy.Why labor as a percentage of revenue is a crucial indicator of operational discipline and management quality.Master these core metrics to not just grow your car wash business, but to build a truly valuable and attractive asset for the long term. #CarWashBusiness #ProfitabilityMetrics #BusinessGrowth #ChrisJenksCFA #CarWashInvestmentConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

You built the business, but do you actually know what it's worth? Most owners guess, and only 13% have a formal exit plan — often because one hidden factor quietly slashed their number in half. IHP Consulting City: Draper Address: 138 E 12300 S Website: https://thestrategicowner.com/

Send us Fan MailBusiness valuation, deal-making frameworks & exit strategies — franchise consultant Giuseppe Grammatico welcomes back ALL-TIME record holder David Barnett for his 9th appearance on The Franchise Freedom Podcast to discuss his powerful new book, Business and Asset Values: How Owners, Buyers, Sellers, Lenders and Advisors Should Think About Small Business & Equipment Value.This is a masterclass in understanding what your business is REALLY worth — whether you're a buyer evaluating acquisitions, a seller planning your exit, or an aspiring franchise owner weighing your options.

Most owners have never put a number on the business they have spent their life building. This episode puts one there.Jimmy Nicholas and Dustin Burleson take apart what a business is actually worth, what changes that figure, and what an owner can do about it long before a sale is on the table. Jimmy sold his agency to private equity in 2019, and he walks through the parts nobody warned him about. Dustin has bought, sold, and advised on the other side of the table, and he brings the buyer's view of what makes a business worth paying up for.**In this episode:**- Why the consultants Jimmy paid tens of thousands of dollars were wrong about a personality-based business being unsellable- The question that tells you whether you own a business or a high-paying job: if you were gone tomorrow, does it tank in 90 days- **Recastable expenses** and the owner salary add-back, and why the math changes once EBITDA crosses one million dollars- Why recurring revenue commands a different class of multiple, and how consumer brands get valued on revenue rather than earnings- The **Rule of 40**, and the third, third, third formula Jimmy ran as guardrails without knowing it had a name- Dustin's three rules of negotiation: who you are dealing with, never negotiating under duress, and going one year further back in due diligence than you think you need to- Why the best negotiating position is not needing the deal**Timestamps**- 00:00 Intro- 00:18 Why this topic, and the four kinds of owner listening- 02:18 Small business as a wealth generation vehicle- 03:18 Addressing the skeptic: what the consultants got wrong- 08:18 What building it to sell actually changes about running it- 10:18 Exit strategy: why are you getting off the highway- 13:18 The 90 day test- 16:18 Jimmy's 2019 sale, and what the buyer could give his team that he could not- 20:18 EBITDA, recastable expenses, and the owner salary line- 23:18 Multiples by industry, and revenue multiples versus earnings multiples- 26:18 The Powerball whiteboard exercise- 30:18 Creating your own luck, and the room where Jimmy raised his hand- 32:18 Due diligence, and why it is worth going through- 35:18 What a bad negotiation looks like- 40:18 The liability line, and the question Jimmy asked his attorney- 44:18 What each of them wishes they had known- 48:18 The Rule of 40- 54:18 What is coming next month**A note on the numbers.** The multiples in this episode are not one range. Jimmy speaks generally about businesses under one million dollars in EBITDA. Dustin's four, seven, and ten times figures are scoped to orthodontics specifically, and his Uber, Airbnb, and DoorDash figures are multiples of revenue rather than earnings. Know which one applies to you before you anchor on it.**Get the resources.** The valuation worksheet for this episode, along with the full transcript and everything referenced, is at [MomentumInsiders.com](https://momentuminsiders.com). Free to join.**Next month:** owning your assets versus renting them, and the things in your business you may think you own but do not. Get additional resources, scorecards, and working frameworks at WealthyMomentumPodcast.comSubscribe on YouTube: YouTube.com/@WealthyEntrepreneurHQLearn more: WealthyEntrepreneur.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Send us Fan MailThis episode is packed with actionable insights for anyone looking to understand the financial heartbeat of modern car wash businesses, emphasizing strategies to build predictability, scalability, and professionalism. Learn how to achieve a higher multiple and navigate the competitive landscape.What You'll Learn:The current state of car wash industry consolidation and the role of sponsor-backed operators.How to differentiate between market and premium valuations in car wash acquisitions.The three core questions buyers ask: earnings quality, growth potential, and risk profile.Why membership penetration is the "lifeblood" of predictable recurring revenue.Strategies for optimizing customer conversions and managing churn effectively.The broader economic insights that can be gleaned from analyzing involuntary churn.Don't miss these critical insights into maximizing your car wash business's value. #CarWashIndustry #PrivateEquity #BusinessValuation #RecurringRevenue #CustomerRetentionConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Business Valuation: What They Don't Tell You At Business School | Spencer Gallagher M&A Expert InterviewMost business owners treat their company like a chore. Spencer Gallagher spent years doing exactly that until a chance meeting changed how he saw his own business, and eventually helped him sell it for millions. In this episode of the Business Growth Podcast, powered by ActionCOACH UK, Spencer breaks down what actually makes a business valuable, and how to build one that someone wants to buy.Spencer left school at 16 with no qualifications and started his first business in his mum's back garden shed after being made redundant three times in a year. He grew that digital agency 1,100% in five years, built Sky Media's first ever website and Liverpool FC's website, and put Andy Murray on the internet, before selling the business in his late thirties. He's since spent over a decade helping agencies scale and now runs an M&A advisory business.His core message: understand exactly what makes your type of business valuable, then build toward that number, whether you plan to sell or not.What You'll Learn:- Chore vs Asset Mindset: The shift Spencer made after being made redundant three times before starting his own agency in a garden shed.- How Businesses Are Valued: Operating profit versus EBITDA, and why tech and FMCG businesses often sell on revenue instead of profit.- The Three 20s Rule: 20% annual growth, 20% EBITDA, no single client worth more than 20% of billings.- The Now, Next, Future Framework: Mapping what clients need today, next, and in future to stay ahead of buyers' expectations.- What Buyers Want to See: Why recurring revenue, leadership depth, and marketing sophistication matter more than growth alone.- How a Sale Works: Valuation, an exit-readiness audit, an information memorandum, 50 dream acquirers, and due diligence.- Exit Routes Compared: Trade sales, MBOs, employee ownership trusts, mergers, and private equity, and who each suits.Key Quotes:"You've got to look at the business and understand what is it that makes it valuable.""When you retire, when you sell a business, you go on holiday, you get depressed, and then you die, unless you find new purpose.""Only the best businesses get bought for any real value.""Get a coach, get a plan, and get your coach to hold you to account to the plan."Spencer Gallagher's Background:Spencer Gallagher is an M&A expert who spent 11 years building one of the UK's fastest-growing digital agencies, a Deloitte Tech Fast 50 business, before selling it in 2008. He later helped agency owners scale for 15 years, then moved into M&A, where he now advises marketing and advertising agencies through the full sale process, with a network of around 600 buyers.Action Steps:If You Haven't Started: Get your business valued once you pass £1 million in revenue, even as a rough exercise.If You're Already Growing: Track your three 20s - 20% growth, 20% EBITDA, no client above 20%. Build a list of 50 dream acquirers before due diligence.For Everyone: Apply the now, next, future framework to your marketing. Invest around 5% of revenue in marketing and find an accountability partner.Whether you're years from selling or just want a company that runs without you, Spencer's frameworks give you somewhere to start. Subscribe for weekly conversations with the entrepreneurs and experts building real businesses. Hosted on Acast. See acast.com/privacy for more information.

Send us Fan MailDiscover the real story behind car wash multiples and what truly drives business valuations in the M&A market. Chris Jenks, CFA, partner at Amplify Capital Group, breaks down the complexities, explaining why a multiple is an output of deeper business quality, revenue durability, and operational excellence, not just a simple number. Learn about the dramatic evolution of the car wash industry, the recent reset in consolidation, and the metrics that matter most to discerning buyers and investors today. This episode is essential for car wash owners, operators, investors, and lenders looking to understand market trends and enhance their business value. What You'll Learn:Why car wash multiples reflect a deeper business story.The impact of market selectivity and discipline on M&A.Key metrics like membership penetration, churn, and labor efficiency that drive value.How to command a premium multiple in today's competitive landscape.The difference between average and premium assets in the current market.Amplify Capital Group's unique 360-degree view of the car wash sector.Whether you're considering a transaction or aiming for better daily operating performance, these insights will help you assess your business's strengths and areas for improvement. #CarWash #BusinessValuation #MMarket #CarWashIndustry #AmplifyCapitalGroupConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Business owners planning an exit face a growing challenge: AI visibility. How a business appears in AI-generated answers shapes buyer perception and affects valuation. Building that presence early is now part of an exit strategy. To learn more, visit https://castegy.com/castegydeals CastegyDeals City: Parsippany Address: Parsippany, NJ Website: https://castegy.com/castegydeals Phone: +1 551 255 6780

Send us Fan MailDiscover the unique approach of Amplify Capital Group, a leading M&A and capital advisory firm deeply specialized in the car wash sector. This episode delves into how their blend of Wall Street transaction expertise and real operator perspective provides an unparalleled understanding of the industry. Learn about their comprehensive services, from sell-side and buy-side advisory to capital raising and operational support, all designed to maximize value creation for car wash owners. Explore their track record of over $5 billion in transactions and gain insights into the current landscape of car wash investments and strategic growth opportunities. Uncover why Amplify is more than just "deal people," offering a full 360-degree view of the sector.What You'll Learn:How Amplify Capital Group combines financial expertise with operational experience in the car wash sector.Their extensive range of advisory services, including M&A, capital raising, and operational strategy.The importance of a holistic approach to value creation in car washing, beyond just transactions.Insights into how buyers are currently underwriting the car wash sector.Examples of their work, including business recapping, debt restructuring, and minority equity solutions.The significance of aligning financial, operational, and real estate strategies for optimal outcomes.Join us to understand the multifaceted world of car wash sector advisory and how strategic partnerships can drive significant growth and value.#CarWashAdvisory #MACarWash #CapitalAdvisory #AmplifyCapital #CarWashBusinessConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

He told the court his business made $40,000 a year. It was worth $20 million.That's the case Jamie Lima opens this episode with, and it's every business owner's divorce in one story. A "little side gig" doing grading and stonework, $2 to $3 million in top line revenue, five vehicles and a Polaris on the balance sheet, the kids' braces written off as a business expense. His wife walked in believing they made $40K a year. She walked out a creditor of a multimillion-dollar company.This week Stoy Hall, CFP® sits down with Jamie Lima, founder of Allegiant Divorce Solutions and SecureSplit, to pull apart what actually happens when a business lands in the middle of a divorce. They get into why "it's worth $20 million, give me half" is a fantasy, why most valuations are paper valuations and not liquid cash, and how a real appraisal peels back the onion on everything an owner tries to bury.They go deep on protection, too. Why the wrong prenup gets pierced in court, when a postnup actually helps, how to keep a business you started mid-marriage from becoming automatic 50/50, and where a buy-sell agreement and key man insurance quietly save the whole thing. This is the stuff nobody thinks about until they're already in it.Jamie's hard truth is blunt: if you think you're going to hide the money, you're going to be unfortunately surprised at what we can find. Tax returns tell the story. The K-1 tells the story. The retained earnings tell the story. You can't hide around the money, so don't try.His plan is just as simple. Know what you own, and know what you owe. And if you're the spouse of a business owner, get to know that balance sheet and P&L now, because you're probably an owner on paper and don't even know it. Do that one thing and you're light years ahead of almost everyone who walks through his door.

Send us Fan MailThe M&A landscape is evolving rapidly, and understanding its nuances is crucial for any business owner considering an exit. Jeff Pavone highlights that the process of closing a deal is now far more meticulous, with buyers demonstrating unprecedented discipline. They're seeking top-tier quality and are prepared to conduct extensive due diligence. This episode cuts through the noise to reveal what truly drives value in today's market, the common pitfalls to avoid, and how to strategically position your business for a successful sale, especially within the dynamic car wash industry.  What You'll Learn:Why today's M&A process is more detailed and rigorous than ever before.The current state of buyer activity and where the money is coming from.The truth about business multiples and factors influencing their value.Common mistakes sellers make and how to avoid them.Top red flags that deter potential buyers during due diligence.Key signals indicating a good window to sell your business.How to prepare your company for sale if you're not ready yet.The typical timeline for a business sale, from preparation to closing.Don't miss these essential insights if you're looking to maximize your business's value and navigate the complexities of M&A successfully! #MA #BusinessSales #IndustryOutlook #JeffPavone #CarWashIndustryConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

A deposition can put a business valuation expert in the hot seat, where every answer is tested and every assumption may be challenged. In this episode, we discuss how depositions differ from other professional interactions, what effective preparation looks like, and how experts can work with counsel, handle challenging questioning, and maintain credibility under oath.  Key takeaways A deposition is adversarial by design — you're answering questions, not telling your story. Preparation starts the day the subpoena arrives. You're there for numbers, not emotions.  Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Dan Branch, CPA/ABV, ASA, IAG Forensics & Valuation Host:  Gregory Saunders, CPA/ABV/CFF, ASA, Keiter CPAs If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.  Thanks for listening. We'd welcome your feedback at https://www.aicpa-cima.com/podcastsurvey or contact us directly at podcast@aicpa-cima.com. RESOURCES FOR FURTHER EXPLORATION Take your expert witness skills to the next level at the AICPA Expert Witness Skills Workshop, Sep 14-16, 2026, Washington, DC, a hands-on, courtroom-style experience featuring case studies, practice sessions, and a live mock trial, with enrollment limited to just 18 participants to ensure personalized coaching from judges, attorneys, and seasoned experts. At the 2026 Forensic and Valuation Services Conference - B2 hour workshop, Becoming an Effective Expert Witness: Practical Skills for Emerging Professionals (for in-person attendees).  Sharpen your expert witness skills through realistic deposition, arbitration, and courtroom scenarios that help you prepare, communicate effectively, and avoid common credibility pitfalls.  Early bird savings through Sept 20 plus additional savings for AICPA members and ABV/CFF/CVFI holders Join:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. Early career guidance:  Welcome to a career in forensic and valuation services FVS Practice Aid Library: This library is open to all visitors. Access to and download of the full practice aids is an exclusive benefit of FVS Section membership. AICPA Statement on Standards for Forensic Services (SSFS No. 1)  Click here to join the AICPA FVS Section An active community of FVS peers. You will get 16 credits of complimentary CPE and access to exclusivetechnical content Serving as an Expert Witness or Consultant — FVS Practice Aid   Two perspectives on the path to becoming an FVS expert for litigation  FVS Valuation Podcast archives: From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services Expert Witness - Defending your Business Valuation in Litigation Implementing AI in your Valuation Practice LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS: Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic  

For many entrepreneurs, their business is their largest financial asset, but very few know what it's actually worth or what it takes to maximize its value before an exit. This week, our team is joined by Jeff Szczypinski of WR Valuation for an in-depth discussion on business valuations and why they're about much more than determining a sale price. They explain how valuations support retirement planning, succession planning, estate planning, buy-sell agreements, gifting strategies, and ownership transitions. The conversation also covers the biggest drivers of business value, including management teams, key-person risk, customer concentration, financial records, and buyer due diligence, along with practical ways business owners can increase the value of their company before going to market. The discussion continues with retirement and tax planning for self-employed business owners, covering SEP IRAs, SIMPLE IRAs, Solo 401(k)s, contribution strategies, employee considerations, and how choosing the right retirement plan can help reduce taxes while building long-term wealth. Throughout the show, the hosts emphasize that a business valuation isn't just about selling your company—it's one of the most valuable planning tools a business owner can have when preparing for retirement and protecting their family's financial future.   Listen, Watch, Subscribe, Ask! https://www.therealmoneypros.com ————————————————————— Ataraxis PEO https://ataraxispeo.com Tree City Advisors of Apollon: https://www.treecityadvisors.com Apollon Wealth Management: https://apollonwealthmanagement.com/ —————————————————————

Revenue Rocket's Mike Harvath, Ryan Barnett, and Matt Lockhart break down the real reasons founders delay an exit, and why the safest-feeling choice is often the most expensive. This episode of Shoot the Moon covers the “one more year” trap, founder dependency, succession planning, derisking customer concentration and contracts, and why knowing your valuation is the first move in IT services M&A. If you run an MSP, MSSP, cloud, dev, or VAR business, this is the timing conversation to have before the market decides for you. CHAPTERS 0:00 Cold open and welcome 1:56 Why founders delay a sale (the “one more year” trap) 5:46 Run it forever, but stay ready to sell 6:26 Owner dependency and building a machine 12:27 What succession planning really looks like 16:07 Enjoy what you have built vs. the window to sell 21:30 De-risking: customer concentration and contracts 22:23 Know your number: the case for annual valuations 24:40 One move to make this week 28:45 Closing thoughts: have a plan KEY TAKEAWAYS ● Waiting one more year can lower value, not just raise it. You carry 100% of the downside. ● Buyers pay for a business that runs without you. Build the bench and reduce founder dependency. ● Real succession planning is documented and executable, not a someday idea. ● De-risk before you go to market: diversify clients, fix contract assignability, deepen the team. ● Know your number. An annual valuation is good corporate hygiene and a stage gate for timing. LINKS ● Blog post: [BLOG LINK] ● Valuation calculator: revenuerocket.com/valuation-calculator ● Schedule a confidential conversation: [SCHEDULING LINK] ● Website: revenuerocket.com ABOUT REVENUE ROCKET Revenue Rocket is a sell-side and buy-side M&A advisory firm focused exclusively on IT services companies, including MSPs, cybersecurity, cloud, custom application development, and VARs. HASHTAGS #MergersAndAcquisitions #ITServices #MSP #ShootTheMoon #RevenueRocket #ExitStrategy #SuccessionPlanning #BusinessValuation Thinking about your own timing? Schedule a confidential conversation with Revenue Rocket at revenuerocket.com/contact-us. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Hi, Welcome to ValuationPodcast.com. I'm Melissa Gragg, a financial mediator and business valuation expert, and today I'm joined by Kelly Lise Murray, a lawyer, professor, legal scholar, and serial entrepreneur who brings a fascinating perspective to the intersection of litigation, business, and valuation.In this episode, Kelly and I dive into a remarkable federal case involving a president, a business opportunity, lost profits, and millions of dollars in litigation costs. The case, Zip By v. Parzich, gives us a front-row look at what can happen when a corporate executive pursues an opportunity that belonged to the company he was leading—and how the financial consequences can extend far beyond the original dispute.We explore how lost profits were calculated, why the valuation date matters, how COVID-19 affected the analysis, and why business projections must be tested against reality before they become the foundation of an expert opinion. We also discuss the importance of expert witnesses, what happens when one side fails to present its own damages expert, and how an apparently shaky expert opinion can become much more powerful when there is no competing number for the judge or jury to consider.Key Takeaways:Lost profits require a defensible foundation. Financial projections used to calculate lost profits should be tested against historical performance, available financial records, market conditions, and the assumptions underlying the forecast.The valuation date can dramatically change the analysis. In a damages case, experts generally must distinguish between information that was known or reasonably knowable at the relevant date and information that became available afterward. COVID-19 illustrates why timing can be critical.A defense expert can establish a critical alternative position. Even when the defense believes damages should be zero, failing to present an expert can leave the opposing expert's number as the only financial anchor available to the jury.Fee-shifting provisions can completely change litigation economics. Legal and expert fees can turn an apparently manageable dispute into a multimillion-dollar exposure. Contractual fee-shifting provisions should therefore be considered when evaluating litigation and settlement strategy.Litigation strategy should account for the cost of winning or losing. A judgment does not necessarily equal a financial victory. Parties should compare potential damages, attorney fees, expert costs, enforceability, and settlement alternatives before committing substantial resources to litigation.Q&As from episode:Q1: How are lost profits calculated in a business litigation case? A: Lost profits are generally calculated by estimating the profits a business or opportunity would reasonably have generated but for the wrongful conduct, while accounting for appropriate expenses, assumptions, causation, and available evidence. In complex cases, a business valuation or damages expert may be needed to establish and defend the calculation.Q2: Why is the valuation date important when calculating lost profits? A: The valuation date is important because a damages analysis typically focuses on what was known or reasonably knowable at the relevant time. Later events may provide useful evidence for testing a projection, but they should not automatically be treated as information that was available when the business decision or alleged loss occurred.Q3: Should a defendant hire a business valuation expert in a lost profits case? A: A defendant should carefully consider hiring a business valuation or damages expert, particularly when the plaintiff presents its own lost-profit calculation. A defense expert can challenge the assumptions, methodology, projections, causation, and damages amount while also establishing an alternative damages position or reasonable range.Q4: What is a fee-shifting provision in a business contract? A: A fee-shifting provision is a contractual term that can require one party to pay some or all of the other party's attorney fees and litigation expenses under specified circumstances. In business disputes, fee shifting can significantly change the financial risk and should be considered when evaluating litigation, settlement, and damages exposure.Q5: Why should businesses evaluate litigation costs before going to trial? A: Businesses should compare the potential damages, attorney fees, expert costs, contractual fee shifting, collection risks, and settlement alternatives before committing to a lengthy trial. A favorable judgment may still produce little or no net financial benefit if the cost of obtaining it approaches or exceeds the amount recovered.Kelly Lise Murrayhttps://divorcethishouse.com/https://vettingthehouse.com/faculty/https://www.linkedin.com/in/kellylisemurray/Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStLSupport the show

In this episode, we explore how to prepare your e-commerce brand for a profitable exit without leaving money on the table.Bawar Ahmad, founder of ecomma.co, shares how building a business with the end goal in mind helps owners avoid common valuation traps, clean up messy financials, and de-risk their operations.He also reveals key buyer requirements, typical EBITDA multiples, and how to execute a fast, stress-free acquisition.Topics discussed in this episode:  What buyers prioritize when evaluating e-commerce brands.Why EBITDA directly dictates the final valuation price.How personal expenses in financial reports collapse deals.What major red flags turn away serious business buyers.How operational independence makes brands easier to sell.Why evergreen product categories maintain higher valuation multiples.How valuation calculators estimate potential business exit payouts.What fast-track due diligence looks like for sellers.Why preparing an exit strategy early prevents costly surprises.Links & ResourcesWebsite: https://ecomma.coLinkedIn: https://www.linkedin.com/in/bawarahmad/Facebook: https://www.facebook.com/ecommacoInstagram: https://www.instagram.com/ecommacoGet access to more free resources by visiting the show notes at https://tinyurl.com/y585fy7a I'd love your feedback. Tap the the link to send me a text.______________________________________________________LOVE THE SHOW? HERE ARE THE NEXT STEPS!Follow the podcast to get every bonus episode. Tap follow now and don't miss out!   Rate & Review: Help others discover the show by rating the show on Apple Podcasts at https://tinyurl.com/ecb-apple-podcasts   Join our Free Newsletter: https://newsletter.ecommercecoffeebreak.com/   Support The Show On Patreon: https://www.patreon.com/EcommerceCoffeeBreak   Partner with us: https://ecommercecoffeebreak.com/partner-with-us/

How do you measure value when much of a company's worth no longer appears on the balance sheet?  This episode explores the growing importance of intangible assets and why they have become one of the most significant challenges facing accountants, valuers, investors, and standard setters.  As investment increasingly flows into intangibles such as software, data, AI, brands and intellectual capital, questions are emerging about whether traditional financial reporting can keep pace.  Key listener takeaways include:  Why intangible assets are becoming a major driver of business value  The growing gap between market value and financial statement value  How valuation standards support consistency and trust  Why investors need greater visibility for intangible investments  What CFOs, auditors and valuers can do differently to improve intangible valuations  What the IASB's review of intangible asset reporting could mean  Why transparency, professional judgement, and valuation quality matter  You'll gain clear insight from this practical discussion on where value now lives inside organisations and how reporting frameworks may need to evolve.  Host: Elinor Kasapidis, chief of policy standards and external affairs, CPA Australia  Guests: Ram Subramanian, external reporting policy lead, CPA Australia  Nicolas Konialidis, director of the International Valuation Standards Council (IVSC) in Asia and technical director of IVSC's Business Valuation Board. He has over three decades of experience in equity markets, corporate finance, and valuations in Europe, the USA and Asia Learn more about the IVSC by heading to its website and there you'll find additional perspectives on intangibles.  And you can read IOSCO's statement on the importance of high-quality valuation information in financial reporting.   IOSCO is the international body that brings together the world's securities and derivatives regulators, and is recognised as the global standard setter for financial market regulation.  You can also watch the Valuing AI, Data and Intangible Assets: Insights from Nicolas Konialidis webinar from CPA Australia's 'Accounting for Intangibles Summit'.  Listen to more With Interest episodes and other CPA Australia podcasts on YouTube. https://www.youtube.com/@CPAaustralia/podcasts  And don't forget to click subscribe to the channel for a wide range of content that will help your career.  CPA Australia publishes four podcasts, providing commentary and thought leadership across business, finance and accounting:  With Interest https://www.cpaaustralia.com.au/tools-and-resources/podcasts/with-interest  INTHEBLACK https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack  INTHEBLACK Out Loud https://www.cpaaustralia.com.au/tools-and-resources/podcasts/intheblack-outloud  Excel Tips https://www.cpaaustralia.com.au/tools-and-resources/podcasts/excel-tips  Search for them in your podcast platform. Email the podcast team at podcasts@cpaaustralia.com.au 

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Two businesses, same revenue, same profit. One sells for three times EBITDA. The other sells for eight times. On a $2 million EBITDA business that gap is $10 million.In this episode Steve breaks down exactly what creates that difference and why sophisticated buyers are not just looking at the size of your earnings but the quality and the risk underneath them.Whether you ever plan to sell or not, understanding this will change how you run your business right now._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Plumbing business valuations are vulnerable to manipulation by sellers, buyers, and brokers. Discover the tactics used to distort EBITDA, inflate assets, and hide red flags, plus proactive steps to protect your business and maximize your true worth. Learn more at https://coregrowthgroup.com/can-plumbing-company-valuation-be-manipulated Core Growth Group City: Marble Falls Address: 2205 Warehouse Circle Website: https://coregrowthgroup.com/

Today, my guest is Muriel Touati. Muriel is a French entrepreneur based in New York City, and the CEO of Exit 3D Studio. After building her own business and sitting on the buyer's side, she now helps B service founders build businesses that are transferable and buyer ready. And in just a minute, we're going to speak with Muriel Touati about how to close the four structural gaps that silently kill valuation.    https://www.exit3dstudio.com/  

Send us Fan MailThe car wash acquisition market is undergoing significant changes. Join us as industry expert Jeff Pavone breaks down the current trends, what buyers are really looking for, and how sellers can navigate the increasingly complex M&A process. From rigorous due diligence to understanding valuation drivers and avoiding common pitfalls, this episode provides essential insights for anyone looking to buy or sell a car wash business. Discover why quality deals are closing and what it takes to achieve a successful exit in today's environment.What You'll Learn:Why the car wash M&A process is more tedious and disciplined than ever.The current state of the car wash buying market and why quality deals are closing.Key factors that influence car wash multiples and valuations beyond surface numbers.The importance of robust preparation and what buyers scrutinize during due diligence.Common red flags that can deter buyers or lower a deal's value.Strategic advice for sellers, including avoiding single-buyer negotiations and resolving liabilities.How external factors like interest rates and competition impact the selling window.Equip yourself with the knowledge needed to succeed in the dynamic car wash M&A landscape.#CarWashMA #BusinessSales #DueDiligence #SellerStrategy #JeffPavoneConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Hi, Welcome back to the ValuationPodcast.com, where we explore the financial, legal, and strategic issues that shape business valuation and divorce outcomes. I'm Melissa Gragg, financial mediator and business valuation expert, and today I'm joined by legal scholar, attorney, professor, and entrepreneur Kelly Lise Murray.In this episode, we're breaking down the recent Bailey v. Bailey appellate decision from North Carolina—a case that demonstrates how even a relatively small business valuation can unravel when proper legal standards and valuation methodology aren't followed. We'll discuss the costly consequences of relying on unsupported calculations, why valuation methodology matters just as much as the numbers themselves, and how overlooking established case law can send a divorce case straight back to court.Whether you're a divorce attorney, business valuation professional, mediator, or business owner navigating divorce, this conversation offers valuable insight into avoiding expensive litigation mistakes, understanding appellate reasoning, and recognizing when financial mediation may be the smarter path forward.Let's dive into Bailey v. Bailey and the lessons every professional should take away from this case.Key Takeaways:Business valuation requires a recognized methodology. Simply averaging income or relying on financial documents without applying an accepted valuation method is unlikely to withstand appellate review.State-specific case law matters. Every jurisdiction has unique legal standards governing business valuation in divorce, making familiarity with controlling precedent essential for attorneys and valuation experts.Ignoring required valuation factors can overturn an entire judgment. In Bailey v. Bailey, failure to properly address goodwill, work in progress, liabilities, valuation date, and methodology resulted in multiple reversible errors.Financial mediation can prevent unnecessary litigation. Smaller business valuation disputes often benefit from collaborative financial analysis rather than costly trials and appeals.Strategic case planning saves money. Identifying which issues truly deserve litigation—and which should be resolved through stipulation or mediation—can significantly improve a client's financial outcome.Q&As from episode:1. What happens if a business is valued incorrectly during a divorce?An incorrect business valuation can result in an unfair property division and may lead to an appeal. Courts generally require an accepted valuation methodology supported by evidence. When those standards are not met, the judgment can be reversed and sent back for further proceedings.2. Why is business valuation methodology important in divorce cases?Business valuation methodology provides the legal and financial framework used to determine a company's fair value. Courts expect experts and attorneys to rely on recognized valuation methods rather than estimates or simple mathematical averages, ensuring the valuation is credible and defensible.3. Can a divorce court value a business without a valuation expert?Yes, but it carries significant risk. Courts may rely on financial documents and witness testimony when an expert is not retained. However, without a structured valuation methodology and proper legal analysis, the valuation is more vulnerable to challenge on appeal.4. How does financial mediation help resolve business valuation disputes?Financial mediation helps divorcing spouses evaluate business interests collaboratively with guidance from a financial expert. This process often reduces litigation costs, improves settlement opportunities, and avoids many of the valuation mistakes that can occur during trial.5. What should attorneys know before presenting a business valuation in divorce court?Attorneys should understand both accepted business valuation principles and the controlling case law in their jurisdiction. A successful presentation combines reliable financial analysis with compliance with state-specific legal standards governing business valuation in divorce proceedings.Kelly Lise Murrayhttps://divorcethishouse.com/https://vettingthehouse.com/faculty/https://www.linkedin.com/in/kellylisemurray/Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStLSupport the show

Building an OSJ sounds like the obvious move if you want a bigger valuation. Frank LaRosa says that logic is exactly what's costing advisors their multiple. Frank and Stacey open with a question most advisors never actually ask themselves before recruiting other advisors into their practice. What is your unique ability and is managing people part of it? Frank shares a story from a coaching client who built out an OSJ, then found himself spending his day solving other people's problems instead of doing the work that made him successful in the first place. That shift from servicing clients to servicing advisors is one of the biggest hidden costs in this model. From there, the conversation turns to ownership. Frank explains why collecting an override on another advisor's business will never get you the same financial advisor multiple as owning the revenue outright and why some of the most successful firms in the industry deliberately choose not to play that game. The episode wraps with a challenge for any advisor thinking about their next move. Stop building toward what you think you're supposed to build and start building around what you're actually great at.   Questions answered in this episode include: What is your unique ability as a financial advisor? Should you build an OSJ or focus on growing your own practice? What's the difference between owning revenue and owning an override? Why do advisors get a lower multiple when they don't own the underlying business? What's the difference between a vertical business and a horizontal business? Why are financial advisors more demanding to service than clients? How do you decide what your business should look like as it grows?   Chapters: 00:00 Introduction: To Build an OSJ or Not to Build 01:10 What Is Your Unique Ability as an Advisor 03:23 Why an OSJ Has to Earn Your Trust Every Day 06:43 The Multiple Advisors Are Leaving on the Table 07:31 Vertical Business vs Horizontal Business 12:55 Don't Get Trapped by the Enterprise Fad 14:13 Do What You Love or Make Money Being Miserable 17:23 How to Reach Elite Consulting Partners   Learn more about Elite and our resources: - Elite Consulting Partners: https://eliteconsultingpartners.com - Elite Marketing Concepts: https://elitemarketingconcepts.com - Elite Advisor Successions: https://eliteadvisorsuccessions.com - JEDI Database Solutions: https://jedidatabasesolutions.com - Elite Wealth Management Insights Report: https://eliteconsultingpartners.com/insight-report - Listen to more: https://eliteconsultingpartners.com/podcasts/ - LinkedIn: https://www.linkedin.com/company/elite-consulting-partners/

Send us Fan MailDivorcing a business owner can be one of the most financially complex parts of any separation. In this episode, Sara Davison speaks with business valuation expert Richard Brady about how businesses are valued during divorce, common tactics used to reduce a company's apparent value, and the steps you can take to protect your financial future before agreeing to a settlement.Whether you're a business owner or divorcing one, this episode offers practical insights to help you make informed decisions.Find Richard Brady:

 Hi, Welcome back to the ValuationPodcast! I'm Melissa Gragg, and in this episode, I'm joined by Scott Zucker, an experienced commercial mediator, attorney, and author of The Mediation Minute. Together, we're exploring a side of dispute resolution that often gets overlooked—the psychology behind successful mediation.While legal arguments and financial facts are important, many business disputes are ultimately driven by emotions, communication, and the way people perceive fairness and control. Scott shares valuable insights from decades of litigation and mediation experience, explaining why preparation, self-determination, and understanding human behavior can make all the difference in resolving conflicts before they become costly courtroom battles.Whether you're dealing with a business partnership dispute, contract disagreement, valuation conflict, or simply want to understand how mediation creates better outcomes, this conversation offers practical strategies that every business owner, attorney, and financial professional can benefit from. Let's dive in.Key Takeaways:Psychology Often Drives Business Disputes More Than Legal ArgumentsSuccessful mediation requires understanding emotions, motivations, and human behavior—not just legal positions and financial numbers.Preparation Significantly Increases the Chances of SettlementEntering mediation with organized financial information, valuation data, evidence, and clearly defined objectives leads to more productive negotiations.Mediation Gives Parties Control Over the OutcomeUnlike litigation, mediation allows business owners to make their own decisions rather than leaving critical outcomes to a judge or jury.Experienced, Specialized Mediators Add Greater ValueComplex business disputes often benefit from mediators who understand specific industries, financial issues, business valuation, and commercial litigation.Success Isn't Always Immediate SettlementEven when a dispute isn't fully resolved in one session, mediation provides valuable information, clarifies priorities, improves communication, and often lays the groundwork for future resolution.Q&As from episode:1. What is the psychology of mediation in business disputes?The psychology of mediation focuses on understanding the emotions, motivations, communication styles, and decision-making processes that influence negotiations. Addressing these human factors often leads to more successful business dispute resolutions than relying solely on legal arguments.2. How should business owners prepare for commercial mediation?Business owners should prepare by organizing financial records, understanding business valuations, identifying key negotiation goals, gathering supporting evidence, and working with experienced legal and financial advisors before the mediation begins.3. Why is mediation often better than going to court for business disputes?Mediation allows business owners to maintain control over the outcome, protect confidentiality, reduce legal expenses, preserve business relationships, and reach customized solutions much faster than traditional litigation.4. Why is business valuation important during mediation?Business valuation provides an objective financial foundation for negotiations. Accurate valuation helps parties understand the true value of assets, ownership interests, or damages, making settlement discussions more productive and evidence-based.5. Does every mediation have to end with a settlement?No. A successful mediation doesn't always result in an immediate agreement. It can help clarify issues, improve communication, narrow disagreements, exchange valuable information, and create a stronger path toward resolving the dispute in future negotiations.Scott Zucker https://www.linkedin.com/in/scott-zucker-3643b712/ scott@wzlegal.com Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStL Support the show

Send us Fan MailIn part three of the series, Chris Jenks, CFA dives deep into the crucial car wash metrics that drive premium valuations. Explore how private equity dynamics, historical tax legislation, and strategic real estate approaches are shaping the M&A landscape for the car wash industry.  Learn why now is a critical time for operators to understand their business's true value and how to prepare for potential sale or investment opportunities. This discussion offers invaluable insights for buyers, sellers, and anyone interested in the future of car wash M&A.What You'll Learn:The importance of lifetime member value and operational discipline in increasing car wash valuations.How the current private equity inventory and dry powder create a unique M&A opportunity.The impact of bonus depreciation and 1031 exchanges on car wash real estate investment.Why stronger brands and operators command premium pricing in the sale-leaseback market.The expected M&A trends, buyer mix, and financing strategies for the car wash sector in the next 18-24 months.Essential takeaways for operators considering a sale, focusing on KPIs and process design.Don't miss this in-depth analysis of the factors driving car wash M&A and how to position your business for success in a dynamic market.Connect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Send us Fan MailUnlock the secrets to achieving premium valuations for your car wash business in this deep dive! Chris Jenks, CFA details the essential KPIs and metrics that sophisticated buyers scrutinize. Learn how optimizing customer lifetime value, managing acquisition costs, boosting labor efficiency, and leveraging strategic trade area insights can dramatically increase your enterprise value. This is the second episode in a three part series that is packed with actionable advice for operators looking to professionalize their business and maximize its appeal to investors.What You'll Learn:The "flywheel metrics" of a subscription model: conversions and churn.How to calculate and significantly impact Customer Lifetime Value (CLV).The importance of Customer Acquisition Cost (CAC) and its relationship to CLV.Analyzing Revenue Per Car (RPC) within your local market context.Strategies for optimizing labor efficiency and minimizing margin leakage.The critical role of trade area quality and regional trends in valuation.The habits of top-quartile operators for consistent success.Transform your car wash operations for sustained growth and maximum profitability.#CarWashBusiness #BusinessMetrics #KPIs #ValuationStrategy #OperationalExcellenceConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Send us Fan MailDiscover what truly drives car wash business valuations beyond simple multiples in this deep dive with Chris Jenks, CFA. The car wash industry's M&A market has evolved, demanding more sophisticated analysis than ever before. Learn why factors like recurring revenue, customer retention, and operational efficiency are paramount for achieving premium valuations and how a disciplined approach to business strategy can transform your enterprise. Whether you're an owner, operator, investor, or lender, understanding these dynamics is key to navigating the competitive landscape and securing long-term success. Tune in to uncover the metrics that matter most in today's car wash M&A environment.What You'll Learn:• Why car wash business multiples are more than just fixed numbers.• The impact of market selectivity and buyer discipline on valuations.• Key operational drivers like recurring revenue, site execution, and customer retention.• Historical trends and patterns in car wash M&A consolidation and valuations.• How membership penetration and churn rates are crucial for assessing business health.• The role of private equity and institutional capital in the car wash sector.• How to assess earnings quality, growth potential, and risk profile in an acquisition.Don't miss this essential guide to understanding and maximizing your car wash business's value in a dynamic market.#CarWashIndustry #BusinessValuationConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Send us Fan MailAre you wondering if the window for a high-value car wash exit is closing? Jeff Pavone breaks down why current market multiples represent a pinnacle for valuations and why waiting for a better deal might actually lead to a lower payout. We dive into the aggressive expansion strategies of national car wash chains and how their scale impacts local operators. You'll also learn why price is only one part of the equation, with terms and company culture playing equally vital roles in a successful sale. Whether you are looking to retire or simply take chips off the table, this guide provides the clarity needed to time your exit perfectly. What You'll Learn: Why current interest rates and inflation suggest that business multiples have peaked. The competitive advantages of large-scale car wash chains over regional players. How to assess your internal succession plan and team strength before selling. The importance of the 'Price, Terms, and Culture' framework in any deal. Why you should interview your buyers to protect your legacy and employees. Timing your exit correctly can ensure your long-term financial security and peace of mind. #CarWashBusiness #BusinessExit #MandA #Valuation #EntrepreneurshipConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

In This Episode of Business Lunch: We explore how business owners can maximize their exit multiples by focusing on clarity, positioning, and structure in the final months before a sale. It challenges the instinct to chase new revenue at the last minute and emphasizes the importance of risk management, revenue segmentation, and deal structuring.Chapters:00:00 Introduction to Maximizing Exit Multiples00:28 Common instinct: Grow Sales Before Exit01:01 The Counterintuitive Reality of Final Months01:16 Value Creation vs. Value Realization02:12 Why Bigger Is Not Always Better02:39 Stage Your Business Like a House Sale03:07 Revenue Growth Can Hurt Valuation04:13 Buyers Pay for Risk, Not Just Revenue05:07 Profitability Over Vanity Metrics06:03 Segmenting Revenue Streams07:02 Risk and Multiple Application08:07 Proving Cash Flow and Profitability09:28 Bridging EBITDA to Cash Flow10:37 The Importance of Clean Financials11:05 The Dangers of Adbacks12:35 Building Trust and Eliminating Risk13:09 Working Capital and Its Hidden Dangers14:39 Defending Against Working Capital Manipulation15:40 Deal Leverage and Competitive Tension17:09 Staging Data and Buyer Competition18:37 Optimizing Deal Structure and Tax Planning20:20 Key Takeaways: Clarity, Proof, and Structure21:30 Applying These Principles to Your Career22:16 Conclusion: Fix the House, Not Just Build ItConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

Send us Fan MailThe car wash industry has seen a massive shift over the last half-decade as consolidation reshapes how businesses operate and sell. In this episode, we dive into the history of these market changes and what they mean for the future of the sector. Understanding the dynamic growth of the past five years is essential for any owner or investor looking to stay competitive. We explore the factors that turned the car wash into one of the most attractive assets for private equity and strategic buyers. What You'll Learn: The driving forces behind the five-year consolidation boomHow historical industry trends impact today's valuationsStrategic considerations for business owners thinking about sellingThe evolution of market dynamics in the car wash spaceIf you're wondering whether the current market climate favors a sale or continued growth, this episode provides the historical context you need. #carwash #business #consolidation #entrepreneurship #acquisitionsConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

Send us Fan MailPreparing your business for sale is a strategic endeavor that can significantly impact your transaction's success. In this insightful episode, hosts Chris Jenks and Jeff Pavone of Amplifi Capital Group offer an in-depth guide to getting your business ready 12 months out from a potential sale. From meticulous financial cleanup and operational optimization to crucial legal considerations, they share actionable advice to help you maximize your business's value and navigate the complexities of a sale. Learn how understanding KPIs, building a strong management team, and proactive problem-solving can transform your exit strategy. This isn't just about selling; it's about building a more robust and profitable business for the long term.What You'll Learn:The importance of financial cleanup, including normalized financials and owner add-backs.How to prepare accurate and compelling financial forecasts for potential buyers.Strategies for building a strong management team and reducing owner dependencies.Best practices for vendor management and optimizing business KPIs.The impact of strategic maintenance and capital expenditures on business valuation.Essential legal preparations to ensure a smooth and timely transaction.Don't leave value on the table when it's time to sell. Equip yourself with the knowledge to make your business an undeniable asset. Visit us at www.amplifycapgroup.com for more insights and resources.#BehindTheBusiness #BusinessSale #ExitStrategy #FinancialPreparation #AmplifiCapitalGroupConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

In this episode the hosts analyze a niche executive recruiting firm serving the printing, packaging, and paper industries, debating whether its deep relationships and proprietary network create a durable moat—or a dangerous key-man dependency.Business Listing – http://bizbuysell.com/business-opportunity/reputable-high-margin-executive-recruiting-company/2446959/Welcome to Acquisitions Anonymous – the #1 podcast for small business M&A. Every week, we break down businesses for sale and talk about buying, operating, and growing them.Looking to build a professional website in minutes? Try Wix: https://wix.pxf.io/c/6898629/3115214/25616?trafcat=templateHubSpot is the backbone for how businesses scale without chaos. Try them out here: https://go.try-hubspot.com/OeG9VrSubscribe for more episodes: https://www.youtube.com/@AcquisitionsAnonymousPodcast?sub_confirmation=1Subscribe to our Newsletter: https://www.acquanon.com/newsletter

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business partnerships do not fall apart because of personality conflicts. They fall apart because two people building something together never got aligned on the financial fundamentals.How much do we pay ourselves? How fast do we grow? What do we reinvest? What does a good exit actually look like?In this episode Steve walks through the financial conversations every business partner needs to have and why the longer you wait to have them, the more painful they become._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

Send us Fan MailWhat really tanks car wash M&A deals after the LOI? Behind The Business hosts Chris Jenks and Jeff Pavone break down the biggest post-LOI pitfalls—from quality of earnings gaps and messy corporate allocations to over-optimistic projections that don't survive KPI tracking. They explore real estate red flags like environmentals, lease assignments, estoppels, and encroachment risks, plus the role of specialized legal counsel and a disciplined process in keeping timelines intact. The duo also exposes financing risks on the buyer side and why out-of-market offers often can't clear credit.What You'll LearnWhy weak financial discipline, four-wall vs. fully burdened confusion, and deferred maintenance hurt Q of EHow buyers track KPIs post-LOI and re-underwrite when projections missThe real estate issues that blow up deals: environmental, ground leases, assignments, estoppels, and encroachmentWhy your real estate attorney may not be the right M&A lawyer—and why the buyer's team is so deepHow to de-risk financing failure with vetted buyers and backup biddersThe process tools that matter: data rooms, request triage, and strict timelinesSmart structuring: when to avoid earnouts, use seller notes, and secure deferred paymentsIf you're preparing to sell, this episode is your practical playbook to move from LOI to close with confidence. #CarWashMNA #MergersAndAcquisitions #QualityOfEarnings #PrivateEquity #BehindTheBusinessConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

How much cash is hiding in your business? See if you qualify for a Free Financial Health Check Financial Intelligence Toolkit Most business owners have a rough idea of what their business is worth. Usually it is based on what a friend sold theirs for or what feels right. But what a business is actually worth and what an owner thinks it is worth are almost never the same number.In this episode Steve breaks down exactly how a sophisticated buyer looks at a business, what the calculation actually reveals, and the specific things that can add or quietly destroy value before you ever get to the table.Whether you are thinking about selling someday or just want to build something worth owning, this one will change how you see your numbers._______________________________________Disclaimer:The views expressed here are those of the individual Coltivar Group, LLC (“Coltivar”) personnel quoted and are not the views of Coltivar or its affiliates. Certain information contained in here has been obtained from third-party sources. While taken from sources believed to be reliable, Coltivar has not independently verified such information and makes no representations about the enduring accuracy of the information or its appropriateness for a given situation.This content is provided for informational purposes only, and should not be relied upon as legal, business, investment, or tax advice. You should consult your own advisers as to those matters. References to any securities or digital assets are for illustrative purposes only, and do not constitute an investment recommendation or offer to provide investment advisory services. The Company is not registered or licensed by any governing body in any jurisdiction to give investing advice or provide investment recommendations. The Company is not affiliated with, nor does it receive compensation from, any specific security. Please see https://www.coltivar.com/privacy-policy-and-terms-of-use for additional important information.LinkedIn | YouTube coltivar.com

If you own a business, or your spouse does, or you built one together, divorce just got more complicated. You may be wondering, how will divorce impact the business? I'm so glad I have returning guest Jennifer Lee to answer this and other important questions.  In this episode, we get into what happens to the business you built together, what happens when there's been financial infidelity and the numbers don't add up or what to do when your spouse suddenly claims the business is tanking right as divorce hits the table.  Whether you're co-owners trying to figure out what comes next, or you're staring down a spouse who suddenly can't account for where the money went, this conversation will help you understand what you have, what you're owed, and how to make sure you don't walk away with less than you deserve.  What you'll hear about in this episode: Running the business together and getting divorced: whether you can actually keep it going, and what you need to get in writing when you do (2:36) When there's financial infidelity, the divorce is not amicable and what it takes to get to the real value of a business that's caught in the middle (6:04) Some considerations for business asset division during divorce (13:10) What to do when divorce is on the table and all of a sudden "the business isn't worth anything!" (17:23) How to handle avoidance and secrecy around financial disclosures (23:06) How Jennifer works with clients in the middle of a divorce, from financial triage to making sure you are walking away with what you are owed (25:12) Learn more about Jennifer Lee: Originally from Maryland, Jennifer brought her over 27 years (44 years if you count going into the office with her father as a child) of expertise in the financial services industry to Florida. Jennifer has found that a relationship with an advisor is most critical at the intersections in life where emotions collide with financial events. She enjoys facilitating her clients through challenges as they experience life's upsets such as divorce, the loss of a spouse, or business to retirement transition. Whether you are experiencing divorce, a business client expanding or selling your operation, or a couple wanting to make sure they have provided for their family, Modern-Wealth may be a good fit. Jennifer provides a fresh perspective to the financial planning process by digging deep to understand what drives her clients. At Modern-Wealth, they build long-lasting relationships. As part of their process, they encourage clients to communicate their values to the most important people in their lives by writing a family love letter. This led her to write "Squeeze the Juice: Live With Purpose-Then Leave a Legacy.  Resources & Links: Kate Anthony's Complete Parenting Plan Focused Strategy Sessions with Kate The Divorce Survival Guide Resource BundlePhoenix Rising: A Divorce Empowerment CollectiveKate on InstagramKate on FacebookKate's Substack Newsletter: Divorce Coaching Dispatch The Divorce Survival Guide Podcast Episodes are also available YouTube! Seven Step Mindset Reset for Divorce  Connect with Jennifer Lee: Jennifer's website Jennifer on Facebook Jennifer on Instagram Jennifer on LinkedIn =================== DISCLAIMER:  THE COMMENTARY AND OPINIONS AVAILABLE ON THIS PODCAST ARE FOR INFORMATIONAL AND ENTERTAINMENT PURPOSES ONLY AND NOT FOR THE PURPOSE OF PROVIDING LEGAL OR PSYCHOLOGICAL ADVICE.  YOU SHOULD CONTACT AN ATTORNEY, COACH, OR THERAPIST IN YOUR STATE TO OBTAIN ADVICE WITH RESPECT TO ANY PARTICULAR ISSUE OR PROBLEM. =================== Episode link: https://kateanthony.com/podcast/episode-368-divorce-business-valuation-and-financial-infidelity-with-jennifer-lee/

Unprepared business owners leave millions on the table or watch their deals collapse at the finish line during buyer due diligence. Discover how a proactive financial review shields your profits, forces buyers to take your asking price seriously, and protects your hard-earned wealth post-closing. View the complete show notes for this episode. Want To Learn More?  Quality of Earnings in M&A – The Ultimate Guide M&A Due Diligence Preparation Preparing Financial Statements When Selling a Business Additional Resources: Selling your business? Schedule a free consultation today. Sign up for an Assessment and Valuation of Your Business. Courses: The Art & Science of Selling a Business Download The Art of The Exit: The Complete Guide to Selling Your Business Download Acquired: The Art of Selling a Business With $10 Million to $100 Million in Revenue If you have any topic or guest suggestions, please email them to podcast@morganandwestfield.com.

Send us Fan MailIn this episode, we break down what good looks like in the car wash industry—capital partners, exit timing, operational discipline, and the fast-evolving role of technology. You'll learn how family offices differ from private equity, why their long-term horizon can fit capital- and operations-intensive businesses, and how to decide whether to sell now or hold. We explore who wins in the next chapter—regional operators with hyper-focused density, scaled chains mastering memberships, and differentiated platforms—and why average performance no longer gets rewarded. Finally, we unpack KPIs, capex, tunnel standardization, vendor diligence, and practical ways to manage rising water and chemistry costs while enhancing customer experience.What You'll Learn:How family offices compare to private equity for car wash M&A and growthA pragmatic framework for sell/hold decisions amid macro uncertaintyWhy regional density and membership excellence outpace generic national brandingThe importance of capex discipline, tunnel standardization, and integrationKPIs that matter: churn, conversion, pricing, training, promotions, and COGSHow to vet tech vendors, negotiate trial periods, and focus on ROIReal-world levers to manage water and chemistry costs without hurting qualityHow AI, IoT, robotics, and autonomous vehicles could reshape car washingListen now to sharpen your playbook and define what good looks like for your operation. #CarWash #MergersAndAcquisitions #FamilyOffice #PrivateEquity #CarWashBusinessConnect With Us:https://www.facebook.com/AmplifyCapGroup/https://x.com/i/flow/login?redirect_after_login=%2FCarWashAdvisors%2Fhttps://www.linkedin.com/company/amplifycapgroup/https://www.youtube.com/channel/UCyy2-_zM-liZr95drgKDX3g

In this episode of Zero to CEO, I chat with Mitch McGinley, an Exit Planning Advisor and Business Broker specializing in boutique fitness, health, and wellness businesses. Mitch shares three simple steps to plan your ideal business exit — whether you're looking to sell in five months or five years. We break down what buyers are really looking for, how to avoid costly mistakes, and why your exit strategy should start long before you're ready to walk away. If you want to cash out smart and maximize your business's value, this episode is for you.

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- Are you running a business or building an asset? Many entrepreneurs are so buried in the day-to-day operations that they fail to prepare for the ultimate goal: a successful exit. In this episode, Steve McGarry sits down with Saul Cohen, Partner at The Expert Eye and acquisitions advisor, to demystify the accounting and strategic shifts required to transition from a business operator to a savvy investor. Saul shares his "SCORE" framework for assessing business health, explains why your traditional tax accountant might be hurting your valuation, and reveals the #1 red flag that kills deals during due diligence. Whether you are three years away from selling or just starting your journey, this episode provides a tactical roadmap to unlocking long-term wealth. In This Episode, You'll Learn: The Valuation Gap: Why optimizing for low taxes can inadvertently lower your business's sale price. The SCORE Framework: A 5-part system to evaluate Systems, Clients, Organisation, Revenue Structures, and Exposure. The "Cow" Analogy: How to view your business as a milk-producing unit rather than a carcass. Timing the Market: When to hold on and when to "take the money" during industry-wide consolidation. The Trust Factor: Why transparency is more important than perfect numbers during due diligence. The Second Ascent: Why second-time founders scale businesses to the same size in a fraction of the time. -- Saul Cohen is an accountant and acquisitions advisor who helps entrepreneurs transition from operators to investors. With a background in tax planning, business exits, and deal-making, he works closely with founders to unlock growth, optimize value, and build long-term wealth. Saul is passionate about helping business owners think strategically about acquisitions, scale sustainably, and create lasting impact beyond their businesses. LinkedIn - https://www.linkedin.com/in/cohensaul/ Website - https://theexperteye.co.uk/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

In This Episode of Business Lunch: We explore the critical factors that influence business valuation, focusing on Quality of Earnings (Q of E), recurring revenue, customer and channel diversity, and deal structures. They share actionable insights for entrepreneurs aiming to maximize their business value and prepare for successful exits.Chapters:00:00 Introduction and Personal Updates02:06 Understanding Quality of Earnings (Q of E)10:44 The Importance of Recurring Revenue15:45 Optimizing Quality of Earnings20:41 Customer and Channel Diversity25:29 Preparing for a Business Sale30:15 The Role of EBITDA and Growth Metrics35:37 Final Thoughts and Key TakeawaysConnect with me on social:TikTok: Check out my TikTok HereInstagram: Check out my Instagram HereFacebook: Check out my Facebook HereLinkedIn: Check out my LinkedIn HereSubscribe to my YouTube

What if the business you're building today… isn't actually sellable? In this episode of the Jake & Gino Podcast, Gino Barbaro sits down with Brian T. Franco — founder & CEO of Meritage Partners — who has guided over $2 billion in business sales. Brian breaks down a hard truth: