Podcasts about business valuations

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  

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/

What does it take to build, value, and sell a successful holiday let business in a location with a highly defined peak season?In this episode of the Host Planet Podcast, powered by Lodgify, John Keggin from Island Escapes shares the story of building a holiday rental business in the Isle of Man, managing demand during the TT Races, and hosting Brad Pitt and Channing Tatum while a Hollywood movie was being shot on the island.John also explains how he sold Island Escapes to Sapphire Holidays while staying involved in the business, how to value a company when the founder remains part of the operation, and what property managers should consider before selling.This is a practical conversation about holiday let management, business valuation, succession planning, and building a smarter, more sustainable short-term rental business.

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

This episode is a fast-moving walkthrough of the cases and pitfalls that most often drive IRS attention. In a candid, practitioner-to-practitioner conversation, Dave, Natalya and Bruce break down what's changing, what's repeating, and what valuation pros can do now to reduce risk and improve defensibility. You'll hear what Pierce v. Commissioner suggests about when a DCF can stand alone, why tax affecting still needs to be done "the right way," and how weak support for DLOM (and increasingly DLOC) can undermine an otherwise solid conclusion. Actionable takeaway: tighten your work where challenges concentrate: discounts, tax affecting, projections, and documentation. And if you use AI for research or drafting, verify sources like your job depends on it—because it does.  Continue reading to learn about key resources available to improve your valuation analyses. Guests:    Natalya Abdrasilova, CPA/ABV, MAFF, Director of Valuation & Litigation Services, Boyle, Deveny & Meyer  Bruce C. Wood, CPA/ABV, Mtx, Director, Applied Economics Host: David J Consigli, CPA/ABV, CDFA, Partner, SAX Advisory Group Thanks for listening. It takes just a couple of minutes to share your feedback. You can also contact us directly at podcast@aicpa-cima.com RESOURCES FOR FURTHER EXPLORATION 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.  2026 Forensic and Valuation Services Conference - Beyond the technical sessions, conferences can offer something just as important—the opportunity to connect with peers, share experiences, and hear how others are approaching similar challenges in their work.  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 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 FVS Valuation Podcast archives - Check out what we have to offer Making a Case for Using the Market Approach for Determining Fair Market Value Insights for Navigating Common Issues in Business Valuation - 2025 update Grabowski's Take - Discount Rates, Risk, and the Future of Valuation 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 This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at podcast@aicpa-cima.com      

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

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.Special thanks to Tighe Burke with SRCH for joining us on today's pod! Check out more here: https://www.srchpartners.com/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

Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.When it comes to buying or selling a business, most people focus on one thing—the price. But what if I told you that the price is only the beginning, and that millions can be won or lost in the details of the deal itself?In today's episode, I'm joined by Holli Moeini, a seasoned CFO, CPA, and M&A advisor who has seen firsthand how deals can quietly erode—or significantly increase—value depending on how they're structured. As someone who works closely with business owners navigating valuation, mediation, and complex financial decisions, I've also witnessed how easy it is to overlook critical elements that ultimately shape the outcome of a transaction.Together, we dive into the hidden layers of mergers and acquisitions—where working capital, earnouts, due diligence, and financial storytelling can make or break a deal. Holli shares insights from her book Finding the Missing Millions in M&A and breaks down where business owners unknowingly leave money on the table.If you're a business owner, investor, or advisor, this conversation will challenge the way you think about value—and show you why preparation, strategy, and the right guidance matter far more than you might expect.Key Takeaways:Price is Only One Piece of the Puzzle The final deal value is heavily influenced by structure, terms, and execution—not just the headline number.Preparation Drives Value Businesses that are financially organized, operationally structured, and strategically positioned command higher multiples.Working Capital Can Make or Break Deals Misunderstanding working capital expectations can swing deals by hundreds of thousands—or even millions.Earnouts Require Precision Without clear definitions, control, and measurement cadence, earnouts can lead to significant financial loss and disputes.Financial Storytelling Builds Trust (and Price) Buyers assess not just numbers, but credibility. Inconsistent or unclear financial narratives reduce perceived value.Q&As from episode:Q1: What is the biggest mistake business owners make when selling their company? A: The biggest mistake is focusing only on the sale price while ignoring deal structure elements like working capital, earnouts, and financial presentation, which can significantly impact final value.Q2: How can a business owner increase the value of their company before selling? A: By cleaning up financial records, preparing accrual-based statements, building a strong leadership team, and creating clear, consistent financial narratives that reduce buyer risk.Q3: What is working capital in an M&A deal and why does it matter? A: Working capital represents the short-term assets needed to run the business post-sale. Mismanaging it can reduce the seller's proceeds or even jeopardize the deal.Q4: What is an earnout and how can it affect the sale price? A: An earnout is a performance-based payment after the sale. If poorly structured, it can result in sellers not receiving expected payouts due to unclear terms or lack of control.Q5: Why is due diligence so important in mergers and acquisitions? A: Due diligence uncovers financial, legal, and operational risks. Poor preparation can lead to deal renegotiation, reduced valuation, or complete deal failure.Holli Moeinihttps://hollimoeini.com/https://www.linkedin.com/in/hollimoeini/ holli@hollimoeini.com Melissa Gragghttps://www.valuationmediation.com/https://www.youtube.com/@BusinessValuationStLSupport the show

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.

Texas HVAC and plumbing owners are sitting on strong valuations in 2026—but most don't know it. This episode breaks down what buyers actually pay, why recurring revenue beats total revenue, and how to avoid the high failure rate when selling. To learn more, visit https://coregrowthgroup.com/prepare-to-larger-exit-price Core Growth Group City: Marble Falls Address: 2205 Warehouse Circle Website: https://coregrowthgroup.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/

Send us Fan MailExplore the nuanced world of car wash multiples with hosts Chris Jenks and Jeff Pavone on Behind The Business. This episode provides an essential guide for car wash owners and investors, dissecting what truly drives valuation in today's dynamic market. Learn about the shift towards disciplined buying, the impact of market saturation, and the critical role of KPIs in maximizing your business's worth. Discover how strategic positioning, leveraging technology, and understanding investor types like family offices can shape the future of your car wash enterprise. Get actionable insights to navigate the M&A landscape and make informed decisions about growth and exit strategies.What You'll Learn:The current state of the car wash industry and buyer behavior.Factors influencing car wash multiples beyond just numbers.The importance of membership penetration and other key performance indicators (KPIs).How private credit markets and family offices are impacting investment.Strategies for maximizing your car wash's valuation.The future of car washing: consolidation, technology, and regional dominance.Practical advice on evaluating and implementing new technologies.Don't miss this deep dive into the economics and future of the car wash business!#CarWashIndustry #BusinessStrategy #InvestmentTips #PodcastInsights #BehindTheBusiness

Welcome back to ValuationPodcast.com. I'm Melissa Gragg, and today we're diving into a conversation that every business owner, attorney, and divorcing spouse needs to hear—because we're talking about what happens when valuation evidence falls apart in court.When a business is involved in divorce, people often assume that simply showing up with numbers is enough. But the reality is that courts don't just evaluate the value—they evaluate the credibility behind that value. Weak testimony, inconsistent financial records, unsupported opinions, and poorly structured rebuttal arguments can completely change the outcome of a case.I'm joined by Kelly Lise Murray, and together we break down a fascinating case that highlights what happens when expert testimony goes head-to-head with conflicting evidence. We discuss failed business sales, inflated bank valuations, rebuttal experts that overstep their role, and how judges ultimately decide what testimony they trust.This episode pulls back the curtain on what actually holds up in court—and what can quietly destroy your credibility. If you're navigating a divorce involving business ownership or simply want to understand how valuation evidence can make or break a case, this is a conversation you don't want to miss.5 Key TakeawaysCredibility matters as much as valuation methodology. Courts evaluate not just the numbers presented, but whether the testimony behind those numbers is credible and well-supported.Conflicting financial documents can damage your case. Business owners must be cautious when prior bank filings, loan applications, or financial statements contradict later valuation claims.Rebuttal experts have limitations. A rebuttal expert cannot overstep and provide unsupported independent valuation opinions without proper analysis.Judges have broad discretion in business valuation disputes. Courts may select a valuation number anywhere within the range of credible evidence presented.Poor financial decisions can impact divorce settlements. Spending marital assets irresponsibly may be viewed as dissipation and affect final asset division.Q&As from episode:1. How do courts determine business value in divorce cases?Courts determine business value in divorce cases by reviewing expert testimony, financial records, valuation methodologies, and the credibility of all evidence presented.2. What happens if business valuation evidence conflicts in divorce court?When valuation evidence conflicts, judges may weigh credibility, review supporting documentation, and choose a value within the range of reliable evidence.3. Can a rebuttal expert provide an independent business valuation?Generally, a rebuttal expert is expected to critique existing valuation testimony rather than introduce a completely new unsupported valuation opinion.4. What is dissipation of marital assets in divorce?Dissipation occurs when one spouse wastes marital assets on reckless or non-marital spending, which may lead courts to compensate the other spouse.5. Why is expert testimony important in business valuation divorce cases?Expert testimony is important because courts rely on qualified professionals to explain valuation methods, financial data, and the true worth of complex business assets.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

Sri Chakravarty, ProfitAbility, on Business Valuation, Lender-Ready Financials, and Exit Planning (North Fulton Business Radio, Episode 955) In this episode of North Fulton Business Radio, host John Ray welcomes Sri Chakravarty, President of ProfitAbility, a financial advisory practice based in Alpharetta that specializes in business valuations, financial projections, and business plans for small and mid-sized companies. […]

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

Earlier this week, Lenny Cottom announced the sale of Hawksnest Snow Tubing & Zipline after 35-years of family ownership. Fortunately, this was part of the Cottom's plan, and they worked to find a buyer that shared their vision for the future of this long-time outdoor playground.Business succession does not always go so smoothly, and sometimes a lack of planning can force the hand of a business owner in a way that has a negative impact on employees, customers, and the surrounding community.On this week's Mind Your Business, we hear directly from Lenny Cottom about the sale of Hawksnest, what drove the family's decision, and what comes next for one of the High Country's longest running outdoor attractions. We then tackle the concept of business succession as we visit with Chris Grasinger and John Wilantowicz of Mountain BizWorks. We discuss how developing a plan around the sale of a business can help maximize the value of the return, and ensure employees and customers can continue to count on the goods and services provided. We'll also talk about the growing benefits of buying an established business versus starting a small business from scratch, and how that can factor positively into future financing, community positioning, and other similar considerations.Mind Your Business is written and produced weekly by the Boone Area Chamber of Commerce. This podcast is made possible thanks to the sponsorship support of Appalachian Commercial Real Estate.Catch the show each Thursday afternoon (except this week -- tune in Friday, April 10th) at 5PM on WATA (1450AM & 96.5FM) in Boone.Support the show

Scott Gabehart is the Chief Valuation Officer at BizEquity, a leading platform delivering fast, data-driven valuations for small and midsized businesses. With a background in economics, international finance, and auditing for Fortune 200 companies across Europe and Asia, Scott brings a comprehensive, big-picture perspective to valuation. He helped develop BizEquity's core valuation algorithm and specializes in helping owners understand, grow, and maximize their company's value through practical, strategic insights. In this episode… Most business owners can tell you their revenue and maybe even their profit, but far fewer can confidently explain what their business is actually worth. That gap often goes unnoticed until a major decision — like selling or exiting — forces the question. What does it really cost to operate without knowing your company's value? The answer is that it costs more than most realize. Scott Gabehart, a business valuation expert, explains that without understanding value, owners cannot intentionally improve it. He emphasizes that profitability — not just revenue — is the primary driver of value, and that reducing owner dependence can significantly increase a company's worth. Scott's primary advice is to treat valuation as an ongoing planning tool, using it to guide smarter decisions and uncover opportunities that directly impact long-term wealth. In this episode of Owner's Profit Playbook, Pat Mancuso hosts Scott Gabehart, Chief Valuation Officer at BizEquity, to discuss why business valuation is a critical blind spot for owners. Scott explores how profitability drives value, the risks of not knowing your company's value, and how valuation tools can guide better decision-making. He also shares insights on exit planning and value optimization strategies.

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: 

Most business owners think valuation matters only when they are ready to sell. Bethany Hearn explains why that mindset can cost owners money, lead to avoidable disputes, and leave major risks hidden in plain sight.In this episode, guest host Jack Reeder sits down with Bethany Hearn, CPA, ABV, and CFF, to talk about business valuation, forensic accounting, succession planning, and the legal and financial blind spots that can hurt business owners when they least expect it. Bethany shares why valuation should begin years before a sale, how poorly written agreements can create costly conflicts, and what owners can do now to protect value, legacy, and peace of mind.Key Takeaways→ Valuation is not just for selling your business. It is critical for succession planning, estate planning, shareholder changes, and dispute prevention.→ Waiting until the last minute can reduce the value you are able to create or protect.→ Forensic accounting can uncover hidden risks inside your business, especially when too much financial responsibility sits with one person.→ Poorly written buy-sell agreements can create confusion, surprises, and costly litigation.→ Different industries require different valuation lenses, especially when capital needs, cash flow, and risk vary.→ Verbal agreements in family and farming businesses can become major legal problems when expectations are not clearly documented.This episode is guest-hosted by Jack Reeder, who leads a thoughtful conversation focused on helping business owners understand value, reduce risk, and make smarter decisions before problems arise.Connect with Bethany Hearn to learn more about business valuation, forensic accounting, transaction services, and how to protect your business before a transition or dispute puts pressure on the numbers.For more information on Guest Host: Jack W. Reeder, CLU®, ChFC®Chartered Financial Consultant978-335-2267

Selling a business is not a simple transaction. It is a strategic event that often defines an owner's financial future. In this episode, Carl J. Cox speaks with Gregory Kovsky, President and CEO of International Business Associates, about what it really takes to sell a privately held business. Gregory shares insights from more than three decades of deal experience, including why only a fraction of businesses ever sell and what separates those that do. The discussion covers buyer demand, valuation mistakes, financing hurdles, and the risks behind earn-outs and retained equity. This episode is essential listening for owners who want to understand their options before going to market. Listen now and start planning your exit with clarity. LinkedIn https://www.linkedin.com/in/gregory-kovsky-460aab7/  Website https://ibainc.com/

Welcome to The Exited Founder Podcast, a production of Exitwise!This show is built on one simple idea: founders helping founders. Every episode features a successful Exited Founder who has been through the highs, the lows, and the life-changing moment of selling their business, and is now paying it forward by sharing everything they learned along the way.You'll hear first-hand exit stories from founders across dozens of industries, what they wish they did differently during the M&A process, their takes on current trends, and how they're using their experience to help the next generation of business owners navigate their exit strategy and maximize the value of their company.Every guest is an Exited Founder who now works as an M&A advisor with Exitwise, bringing deep industry expertise and real networks to help founders like you get the exit you deserve. Whether you're thinking about selling your business, preparing for an acquisition, or just starting to explore what an exit could look like, this podcast is for you.Meet our incredible experts and explore the Exited Founder Marketplace at exitwise.com/exited-foundersListen wherever you get your podcasts.

Can proper compliance really add millions to your business valuation? In today's episode, we connect with Reuben Mattinson, Founder and CEO of RJM Tax Exemption, to explore what it means to build truly exit-ready operations in the world of ecommerce… Founded in 2019, RJM was born out of firsthand frustration. When Reuben and his team launched their own ecommerce business in the U.S., they quickly found themselves overwhelmed by IRS rules, registrations, state sales tax collection, and conflicting guidance from lawyers, accountants, banks, and revenue departments.  After investing significant time untangling the complexity, they realized other sellers were facing the same challenges — and RJM began. What started with just 10 clients has since grown into a global consultancy serving over 5,000 businesses worldwide, helping ecommerce brands stay compliant, scalable, and acquisition-ready. Hit play to find out: How Reuben's unique background fuels RJM's mission. Examples of exit strategies done right and horribly wrong. How tax readiness impacts valuation and exits. Reuben's path to entrepreneurship is anything but conventional. After earning degrees in physiotherapy in 2012 and in science teaching in 2013, he began building RJM alongside his studies. In under three years, he scaled the company from infancy into a multi-million-dollar global ecommerce consultancy, achieving #1 Trustpilot ratings in the U.S. by age 30. Want to learn more about RJM's work? Visit their website now!

Make sure to check out www.wealthlitigated.comDivorce is never just emotional — it's financial, strategic, and often incredibly complex, especially when businesses and significant assets are involved.In this episode, Certified Financial Planner™ David Chudyk sits down with legal educator and wealth-dispute expert Kelly Lise Murray to unpack the real financial realities behind divorce. Together, they explore how assets are discovered, valued, negotiated, and divided — and why business owners must think proactively about recordkeeping, planning, and professional guidance long before a legal dispute ever begins.Whether you're a business owner, investor, or simply someone who wants to protect what you've built, this conversation provides powerful insights into how wealth decisions are made when relationships change.

In this episode, Ryan Deiss shares his insights on the impact of AI on business and marketing. He discusses the uncertainty surrounding the future, the shift in consumer behavior towards AI-driven results, and the steps his companies are taking to adapt. Ryan elaborates on the strategic pivot at Digital Marketer, transitioning from traditional training to leveraging AI tools trained on proprietary IP. He also provides practical advice on how businesses can audit and implement AI to improve efficiency and drive growth. Whether you're an entrepreneur, marketer, or business owner, this episode is a must-watch to understand the transformative potential of AI in today's market. 00:00 Uncertainty in the Age of AI 00:38 Exploring Ryan Deiss' Marketing Empire 01:25 Navigating Market Conditions and Deal Strategies 05:19 Reviving Businesses: The Process 12:08 The Role of AI in Business Optimization 19:32 AI's Impact on the Information and Coaching Industry 25:59 AI Integration in Business Operations 32:35 Future of Work: AI and Human Roles 36:40 AI's Influence on Business Valuations 39:21 Implementing AI in Portfolio Companies 41:36 AI Integration in the Workplace 42:26 Challenges and Fears of AI Adoption 43:23 AI as a Competitive Advantage 43:59 AI in Marketing and Acquisitions 44:45 The Future of AI in Business 48:26 Implementing AI for Efficiency 55:55 The Rise of AI Agents 01:03:50 AI's Impact on Employment and Economy 01:08:05 Digital Marketer's AI Pivot 01:17:47 Final Thoughts and Reflections