Podcasts about business valuations

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!

The small business market is stabilizing, but the story beneath the surface is complex.  In this episode, host Ed Mysogland breaks down the Q1 2026 data from BizBuySell and DealStats, revealing trends in transaction volumes, valuations, and buyer behavior. From the rise of new buyers to the influence of AI, Ed explains what these numbers mean for business owners considering a sale and how size, industry, and financing influence value.   In this episode, you will: Understand how small business transactions are trending in 2026 See which industries and deal sizes are commanding premiums Identify financing and buyer trends that affect sale strategies   Highlights: (00:00) Overview of Q1 2026 market data and trends (01:16) What stabilization in the market means for owners (04:09) The impact of AI and "corporate refugees" (05:48) Interest rates, private equity, and big money in small business (11:50) Key insights on valuation and market opportunities (13:58) Next steps for owners preparing to sell Resources: For past guests, please visit https://www.defendersofbusinessvalue.com/ Explore the BizBuySell Insight Report 2026: https://drive.google.com/file/d/1WMKmrgmwzl4il2wVcRTbsxXw-CotSPjq/view?usp=sharing  Explore the DealStats Value Index Q1 2026: https://drive.google.com/file/d/1fPT-Hdzs9DMlb701IJ9FSv_8p1Y8w-S-/view?usp=sharing  Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders

Jeffrey Condren is a Certified Financial Planner (CFP) and Senior Vice President and Wealth Advisor at Mesirow Wealth Management in Highland Park, Illinois. With over two decades of experience in the financial industry, Jeff specializes in guiding business owners through complex transitions—from business exits to legacy planning. He works primarily with entrepreneurs and multi-generational family businesses, particularly in manufacturing and healthcare sectors throughout the Midwest. His expertise includes tax-efficient wealth strategies, estate structuring, values-based investing, and helping families navigate the challenging conversations around succession planning. Jeff is known for his practical approach to transforming business liquidity into lasting family legacies while addressing the often-overlooked emotional and relational dynamics that can make or break generational wealth transfer.SHOW SUMMARYIn this episode, Jonathan Goldhill is joined by Jeffrey Condren, a certified financial planner with extensive experience in wealth management and advising multi-generational families. They explore why secrecy often leads to entitlement, the pitfalls of striving for fairness over equality, and the critical need for early and transparent conversations about values, expectations, and the realities of running a family business. They emphasize that successful generational transitions require exposing heirs to responsibility and decision-making early on. The episode also covers the nuances of assigning business roles to family members, handling business valuations realistically, and the importance of external mediation to navigate complex family dynamics.KEY TAKEAWAYSSuccessful families surface conflict early and structure it, rather than avoiding itFair and equal are not the same thing in family business transitionsExposing the next generation to business realities early prevents friction laterFirst-generation business owners struggle most with letting go of controlBusiness valuations should be updated every 1-2 years, not left for 7+ yearsDepression-era children often feel they never have "enough" money, regardless of actual wealthSuccession planning takes years, not months - there's no light switch solutionThe earlier difficult conversations happen, the smoother the transitionQUOTES"Successful families do not eliminate conflict. They surface it early, they structure it and use it to clarify values and expectations.""Fair versus equal. It is very different for a lot of people, and it's a very hard conversation to have, and there's no right or wrong answer.""Getting a business owner to think about their future self not involving the business... takes time. It's not a one hour conversation.""Tom Brady, arguably one of the greatest quarterbacks... had a quarterback coach. So when you stop and think about that, he probably doesn't need one, but there's still someone pointing out techniques that maybe he's not seeing.""How long things actually take - there's not a light switch solution to anything in life. The sooner they're willing to have the conversation, the smoother it is.""The idea of them not being involved in the business is so hard for them to comprehend that they don't know where to start and they'd rather ignore it."Connect and learn more about Jeffrey Condren.https://www.linkedin.com/in/condren/If you enjoyed today's episode, please subscribe, review, and share with a friend who would benefit from the message. If you're interested in picking up a copy of Jonathan Goldhill's book, Disruptive Successor, go to the website at www.DisruptiveSuccessor.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Are you being lied to about your company's worth? Knowing how to value a company is the only way to avoid the trap many owners fall into. In this episode, we break down why a realistic business valuation is the difference between a successful exit and a total disaster.Selling a business is like selling a house—you need to know the "neighborhood" before you list. Jose Luiz Morales dives deep into why most sellers have delusional price expectations and how to clean up books to actually get paid. If you are wondering, "Should I hire a business broker?" you need to hear this first. We expose the "listing trap" and why signing a listing agreement real estate style contract without knowing your numbers can cost you everything.Before you trust anyone with your legacy, you need to understand how to value a company using real math, not just "potential." We also cover the role of a professional business appraiser and why their unbiased opinion is your best defense against a crooked business broker.What You'll Learn:✅ Multiples made easy: how to value a small business for maximum profit based on real net income✅ How to spot a business broker who is just "buying the listing"✅ Why "potential" sales ten years from now won't get you a check today✅ The "House Comp" rule for finding a realistic business price✅ How to clean up books so buyers actually have confidence in your dealWhether you are ready to sell now or just starting to plan your exit, getting an honest look at how to value a company is the most important step you can take in 2026.

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.

Eric Togneri, What is My Biz Worth?, on Affordable Business Valuations and the “Determine, Build, Realize” Framework (North Fulton Business Radio, Episode 934) On this episode of North Fulton Business Radio, host John Ray welcomes Eric Togneri, Founder and CEO of What is My Biz Worth? Eric discusses the importance of business owners knowing the […]

Demand for business valuation professionals continues to outpace supply, making hiring and retention a top challenge for valuation and forensic services firms heading into 2026. This episode explores business valuation hiring trends, talent retention strategies, AI's impact on early career valuation roles, and how firm consolidation is influencing the market. We also discuss why rebuilding the business valuation talent pipeline at the collegiate level is critical to the future of the profession. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: John Borrowman, CPC, President, Borrowman Baker LLC Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.   Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. AICPA 2026 Forensic & Valuation Services Conference Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA Model Business Valuation Curriculum Profession Ready Initiative - A research-backed CPA workforce readiness project focused on early-career skills gaps. Welcome to a career in forensic and valuation services The FVS Valuation Podcast archives Implementing AI in your Valuation Practice  Recruiting Challenges in BV: The Perfect Storm  Valuation in a Climate of Uncertainty 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    

Demand for business valuation professionals continues to outpace supply, making hiring and retention a top challenge for valuation and forensic services firms heading into 2026. This episode explores business valuation hiring trends, talent retention strategies, AI's impact on early career valuation roles, and how firm consolidation is influencing the market. We also discuss why rebuilding the business valuation talent pipeline at the collegiate level is critical to the future of the profession. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: John Borrowman, CPC, President, Borrowman Baker LLC Host:  Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.   Please share your thoughts about the episode - click here to leave us a review   Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to infoFVS@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.  JOIN:  The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together. AICPA 2026 Forensic & Valuation Services Conference Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content AICPA Model Business Valuation Curriculum Profession Ready Initiative - A research-backed CPA workforce readiness project focused on early-career skills gaps. Welcome to a career in forensic and valuation services The FVS Valuation Podcast archives Implementing AI in your Valuation Practice  Recruiting Challenges in BV: The Perfect Storm  Valuation in a Climate of Uncertainty 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    

Welcome back to The Cashflow Project! In this episode, Marc Adams—strategy mentor, business exit planner, bestselling author, and cancer survivor—shares how a stage four diagnosis during the pandemic reshaped his mission from building companies to helping founders maximize business value and keep more wealth when they exit. Marc dives into strategies that help owner-led businesses increase valuation without additional spending, navigate the tax complexities of selling a company, and build a legacy that goes beyond profit. Drawing from his experience in real estate and his “Double and Keep It Blueprint,” he offers practical insights on creating impact while preparing for a successful exit. Whether you're scaling a business, planning a future sale, or looking for inspiration to take decisive action, this episode delivers powerful lessons on purpose, resilience, and building wealth with intention. [00:00] "Entrepreneurial Journey and Lessons" [03:35] "Private Equity Reflections and Cancer" [09:06] "Good News, Bad News at Hospital" [12:19] "Double Business Value Blueprint" [14:40] From Cancer to Business Success [18:24] "Navigating Business Growth Challenges" [19:41] "Global AI-Powered Business Solutions" [22:59] "Living with Purpose and Impact" [26:16] "Rethinking Education: Online Learning" [29:19] "Reflections on Redemption and Purpose" [32:37] Business Continuity and Legacy Planning [38:31] Start, Adjust, and Progress [40:46] "Comfort Breeds Apathy" [44:52] "Inspiring Journey with Mark Adams" [46:13] "Subscribe, Share, Take Action" Connect with Marc Adams! Website Website 2 LinkedIn Connect with The Cashflow Project! Website LinkedIn YouTube Facebook Instagram

In this episode, we explore the best strategies for selling your e-commerce business and avoiding common mistakes that lower deal value.Frank Kosarek, Co-founder of BizPort, explains how to prepare for a successful exit by getting your finances and operations in order. He shares tips on finding the right time to sell, understanding what buyers look for, and using a simple formula to value your brand. Frank also talks about common deal structures and how his team uses AI to make selling faster and cheaper.Topics discussed in this episode:  Why investor demand for e-commerce remains strong. What two factors signal the best time to sell. What profit margins make brands more investable. How documentation gaps destroy potential deal value. How seller financing and earn-outs impact deals. What revenue levels change valuation multiples. How to prove brand equity with search data. How AI streamlines the business listing process. Links & Resources Website: https://biz-port.com/LinkedIn: https://www.linkedin.com/in/frank-kosarek-496929b0/Get access to more free resources by visiting the show notes at https://tinyurl.com/5n8sjadu______________________________________________________ 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/

https://www.youtube.com/watch?v=_jWsLnnmcjA .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/0eoBcoM5gpdCjP3muHxCrQ In an era where CFOs are central to shaping valuation narratives, the “data cube” has emerged as a strategic edge. By unifying finance, commercial, and operational data into a single source of truth, CFOs can evidence revenue quality, retention, and growth levers with precision—thereby strengthening diligence readiness and elevating enterprise value. This episode unpacks how a robust data cube turns scattered systems into defensible metrics and actionable insights, enabling CFOs to move from reporting history to architecting valuation outcomes.  In this episode, Kevin Appleby hosts David Whitcombe, Founder and Managing Director of Data Vision Services, to examine how a “data cube” becomes the CFO's secret weapon in private equity exits. Whitcombe outlines the cube as a unified, governed layer that integrates ERPs, CRMs, and operational sources to produce investor-grade metrics. By clarifying revenue quality, customer concentration, retention, and compounding dynamics, the cube enables CFOs to communicate valuation drivers credibly and consistently across diligence and board forums. The discussion explores the practical path to building this capability—data discovery, mapping, and cleansing—along with realistic tooling from spreadsheets to modern integration stacks like Fivetran and DBT. The conversation also reframes the CFO role: beyond backward-looking reporting, a well-run cube supports forward-looking decision-making, ongoing value creation, and scalable insight for the wider organization. They touch on the promise of AI to democratize insights if it delivers action over noise, and on the skills and training needed to maintain the cube post-exit without costly org changes. Key topics covered: The data cube as a single source of truth connecting ERPs, CRMs, and ops data to produce investor-grade metrics and drive higher valuations  How the cube answers diligence-critical questions: revenue quality, customer concentration, retention, and growth compounding  Three valuation pathways: clearing tech due diligence, telling the metrics story credibly, and enabling better decisions that create value  Practical build: finding hidden data, mapping across systems, cleansing for consistency, and using modern integration tooling  CFO evolution: from reporting to proactive strategy, with AI poised to democratize insights when focused on actions  Sustainment after exit: skill mix for maintaining the cube and training existing teams over new headcount  Links David Whitcombe on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps:  0:01:41 — Defining the “data cube” and why CFOs need a single source of truth for exits  0:02:43 — Proving revenue quality, retention, and growth; valuation impact pathways  0:05:36 — Data discovery, mapping, and cleansing across fragmented systems  0:09:50 — Early preparation to avoid integration gaps derailing exit readiness  0:16:02 — AI's role in democratizing insights and enabling action-oriented analytics  0:19:07 — The evolving CFO: from reporter to strategist with a durable data platform  0:25:45 — Training and maintaining the cube post-exit with existing team capabilities  0:27:46 — Wrap-up and next steps, reinforcing ongoing value creation beyond the exit  Find out more about GrowCFO If you enjoyed this podcast, you can subscribe to the GrowCFO Show with your favorite podcast app. The GrowCFO show is listed in the Apple podcast directory, Spotify and many others. Why not subscribe there today? That way, you never miss an episode. GrowCFO is a great place to extend your professional network. Join GrowCFO as a free member today and participate in our regular networking events and webinars. Premium members can also access our extensive training center and CFO Digital Toolkit. You can enroll in our flagship Future CFO or Finance Leader programs here. You can find out more and join today at growcfo.net

What we coverEnterprise value vs. net proceeds: why the headline number isn't the check you cashThe biggest “below-the-line” items that reduce proceeds:Taxes (often the largest bite)Debt payoff in cash-free, debt-free dealsWorking capital targets and true-upsProfessional fees (M&A, legal, tax, accounting/QoE)Timing vs. reduction: how escrow/holdbacks and seller notes can delay (not always reduce) proceedsReps & warranties: why buyers want protection, and the two common ways to structure it (escrow vs. RWI)QoE + diligence: how add-backs get challenged, how deals get “retraded,” and how to defend your EBITDAThe recurring theme: start early—prep with M&A, tax, and legal advisors before you're in a live deal Listener takeawayIf you want confidence in your outcome, don't just ask “What's my valuation?” Ask “What's my take-home, when do I receive it, and what could reduce it?” Other Episodes in this SeriesEpisode 1: Knowing When It Is Time to Sell. Listen now >>Episode 2: Get Your House in Order. Listen now >>Episode 3: Valuation Drivers. Listen now >> Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Revenue growth can look healthy while quietly destroying business valuation, EBITDA, and cash flow. In this episode of the CEO Sales Strategies Podcast, Doug C. Brown sits down with profitability strategist Ben Hansen, founder of Profit Doctor, to unpack why revenue growth without profit discipline creates risk instead of value. Many growing businesses celebrate top-line success while margins erode, complexity increases, and valuation suffers. This conversation challenges the belief that growth automatically leads to profitability — and explains why profit improvement is a CEO-level responsibility. Ben shares how leaders can identify profit leakage, make focused decisions, and improve margins without relying on aggressive growth. In this episode, you'll learn: ✅ Why revenue growth often hides serious profit problems ✅ How low margins quietly destroy business valuation ✅ Why profit decisions must be led by the CEO ✅ The 50/20 rule for rapid profitability improvement ✅ Why cutting what loses money is faster than finding more growth ✅ How improved focus leads to stronger EBITDA and cash flow

In this episode, Joe Pohlen, CEO of Cardinal Senior Living, shares his journey in the assisted living industry, discussing the growth of his business, the challenges faced, and the importance of operational excellence. He reflects on his transition from self-storage to senior care, the significance of family dynamics in his entrepreneurial journey, and his ambitious goals for the future. Joe emphasizes the critical role of leadership in turning around distressed properties and the complexities of due diligence in acquisitions. Joe Pohlen on X: https://x.com/joepohlenCardinal Senior Living: https://cardinalseniorliving.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your BusinessWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this episode, I sit down with Paige Wiest, CEO of Tree Ring Digital, to uncover one of the biggest blind spots business owners face today—digital asset ownership, continuity, and valuation.If you think “I know where my website is,” or “my marketing team handles that,” this conversation will open your eyes. Paige breaks down the hidden digital assets that can make or break your valuation, delay due diligence, trigger legal conflicts, or even destroy a deal entirely.We talk about:✔️ What digital assets actually are (it's far more than a website)✔️ Why owners lose control of their online presence without realizing it✔️ How digital chaos affects valuation, due diligence & post-transaction headaches✔️ Business continuity, digital continuity & avoiding operational breakdowns✔️ The rising importance of AEO (AI Engine Optimization)✔️ How small oversights—like a past employee's phone number—can cost you thousands⭐ 5 Key Takeaways1. Most business owners do NOT own or control all their digital assets. Logins, domains, hosting, ad accounts, social profiles, CRMs, and tools are often scattered, vendor-owned, or tied to former employees.2. Due diligence can break down without digital asset clarity. Buyers lose confidence when ownership is unclear—leading to retrades, lower valuations, or stalled deals.3. Digital continuity is as critical as operational continuity. If a vendor disappears or an employee leaves, businesses can lose access to websites, analytics, systems, or customer funnels.4. AI-driven search (AEO) will not replace SEO—but requires a clean, authoritative digital foundation. Without SEO fundamentals and trustworthy structured data, AEO strategies fall flat.5. Digital asset audits need to happen BEFORE going to market. Fixing gaps can take months (or legal battles), so owners should inventory and secure everything early.If you're preparing for a sale, planning expansion, or simply want to protect what you've built, this episode gives you the blueprint to regain control of your digital empire.Learn More & Download Paige's Digital Asset Protection Checklist:treeringdigital.com/valuationPaige Wiese (W-ee-s) is the founder and CEO of Tree Ring Digital, a top-ranked Denver-based marketing agency that develops high performance websites and digital marketing strategies for businesses nationwide. With 16 years of industry experience, Paige has seen companies and CEOs struggle to manage and maintain their assets through growth or transition. She hasrecently developed a proprietary digital asset management service to track and protect companies' over 200 data points. Paige is a dedicated speaker and mentor on the topics of brand protection and business growth.https://www.linkedin.com/in/paigewiese/https://www.treeringdigital.com/Connect with Melissa:Melissa Gragg  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  Cell: (314) 541-8163Support the show

#BusinessValuation #BusinessExit #SmallBusiness #Entrepreneurship #BusinessBuying #SellMyBusiness #DavidCBarnett #BusinessOwner #ExitPlanning #BusinessWorth See our video on MPSP valuations and learn more about our services to help sell your business at https://www.HowToSellMyOwnBusiness.com Find the Defenders of Business Value here: https://www.defendersofbusinessvalue.com/ep-133-the-story-that-sells-your-business-with-charlie-stanton/ *** Today, I want to tackle one of the biggest questions every business owner faces: How do you put a price on a business? Whether you're thinking about selling in a few years or just want to plan for the future, understanding how valuations work — and which type you actually need — can make a huge difference. Learn more about business pricing, exit prep, and MPSP reports: HowToSellMyOwnBusiness.com Watch the full video here: https://youtu.be/6AFQjkl-Mvs #BusinessValuation #SmallBusiness #SellMyBusiness #Entrepreneurship #BusinessExit #BusinessValue #BusinessBuyerAdvantage #DavidCBarnett **** YouTube Chapters 00:00 – Intro 00:40 – Why Business Valuation Matters for Owners 02:00 – The Podcast That Sparked This Conversation 03:30 – Different Lenses = Different Prices 05:00 – Buyer Insight vs. Seller Expectations 07:30 – The “Most Probable Selling Price” (MPSP) Explained 09:00 – Why You Can't Just Average Comparable Sales 11:15 – Understanding Valuation Databases and Multiples 13:00 – Common Misconceptions About Valuation Formulas 15:00 – How Certified Appraisers, CPAs, and Brokers Differ 17:45 – Real Examples: $1.6M vs. $571K Valuations 21:00 – How Bad Assumptions Skew Business Value 23:00 – The Dangers of Discounted Cash Flow for Small Firms 25:30 – Why Buyers Don't Pay for Your “Future Potential” 27:45 – When and Why to Get an MPSP Report 30:00 – How a Small Margin Change Can Boost Business Value 32:00 – The Real Reward of Business Ownership 34:00 – Tax Tip: Deduct Your Valuation This Year 35:00 – Wrap-Up and Next Steps **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

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

The Unexpected Cost of Not Planning Your Exit | ValuationPodcast.com with Mark HowleyWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I'm Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri. In today's episode, I'm joined by returning guest Mark Howley — entrepreneur, former business owner, consultant, and podcaster — to break down the unexpected cost of NOT planning your exit.Mark shares stories from scaling and selling his packaging business, navigating specialty vs. commodity markets, avoiding the “Walmart Trap,” managing cash flow during growth, and positioning a company to command a premium valuation. Melissa adds expert perspective from the buyer's valuation lens — highlighting the hidden red flags, financial pitfalls, and negotiation mistakes she sees over and over.If you're thinking about selling your company in the next 2–5 years (or you just want to run it better today), this episode is a must-listen.5 Key TakeawaysIf you don't plan your exit, the market will discount you.Buyers price RISK. Customer concentration, declining margins, weak processes, and lack of strategy directly reduce valuation.Niche companies win — generalists get crushed.Going “too broad” dilutes brand, increases operational complexity, and creates inefficiency. Premium buyers pay for specialization.Cash flow tells the real story.Inventory cycles, receivables vs. payables, and cash timing matter more than revenue. Poor cash management kills deals — and value.Sophisticated buyers out-negotiate unprepared owners.They use Quality of Earnings reviews, reps/warranties, and escrow holdbacks to lower price. Owners need financial representation.You must stay focused on the business during the sale.Running your own sale process distracts you — and if performance dips, buyers will retrade or walk away.Q&As from the episode:1. What is the biggest risk of not planning your business exit?The biggest risk is valuation loss. Without planning, owners face declining margins, customer concentration, poor documentation, and unprepared financials — all of which reduce what buyers will pay.2. How do you build a company that commands a premium sale price?Premium companies have: consistent cash flow, diversified customers, strong margins, documented processes, niche positioning, and clean financials backed by professional valuations.3. Why do buyers discount businesses with customer concentration?When one customer represents too much revenue, buyers see elevated risk. If that customer leaves (or pushes down price), the entire company becomes unstable — lowering valuation multiples.4. How do business owners decide which markets to expand into?Owners should evaluate market size, competition, pricing power, and alignment with their niche. Expanding into poorly matched or commoditized categories leads to margin erosion and operational strain.Connect with Mark Howley:https://www.themarkhowleyshow.com/Connect with Melissa:Melissa Gragg  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  Cell: (314) 541-8163Support the show

Martha has built two niche businesses with her husband Tim, and recently they've been wondering what it might be like to sell one. They help hotels move out furniture before remodels, liquidate or store old furniture, and install new furniture. They also have an amazing 24,000 square foot retail store where they sell unique furniture and decor that's . We discuss what the liquidation business might sell for, an ideal transition and what life would look like if they sold.Deja Vu Furniture & More: https://dejavufurniture.net/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Paul Sanneman has built the perfect lifestyle business with Contractor Staffing Source. His $2.5M revenue recruiting business could run without him if needed, but he's enjoying the work he does every day. He's also built it around his lifestyle so we can spend plenty of time with family, working out, and enjoying the ocean in Hawaii. We discuss what his business is worth today and if he'd ever sell, as well as who might take it over. Paul shares some great wisdom he's learned after other failed business ventures, and trends he sees with his contractor clients. Contractor Staffing Source Website: https://contractorstaffingsource.com/Paul Sanneman on LinkedIn: https://www.linkedin.com/in/paul-sanneman/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […]

Succession Planning with Steve Fisher and Bryan Preston (Family Business Radio, Episode 70) In this episode of Family Business Radio, host Anthony Chen is joined by Steve Fisher from Strategy Partners Group and Bryan Preston from Gaelic Business Solutions for a candid conversation about the real challenges that prevent family businesses from growing and transitioning successfully. […] The post Succession Planning with Steve Fisher and Bryan Preston appeared first on Business RadioX ®.

Selling your business may be one of the hardest decisions any business owner has to make. But even if you don't plan to sell any time soon, it's still important to think about an eventual exit.In today's episode, Saul Cohen joins Russ and Joey to discuss the steps business owners should take to successfully prepare for an exit and ensure a lucrative sale. This episode provides valuable insights for business owners who may be unaware of the strategies to maximize valuation.Saul shares why it's essential to understand your business's valuation early and the massive impact it can have on your exit. Whether you're building a lifestyle business or planning for a future sale, he emphasizes the importance of tax-efficient compounding. Don't miss out on the opportunity to increase your business's valuation. Take the first step by learning more about building the right systems and preparing for a successful exit long before it's time to sell. Top three things you will learn: -Why business owners need to prepare for an exit -How to increase your business valuation -The importance of systematic financial processes About Our Guest:Saul Cohen is an experienced accountant and acquisitions advisor who is passionate about helping entrepreneurs achieve financial growth through strategic acquisitions and insightful financial planning. Having supported over 100 acquisitions, he brings a wealth of expertise in guiding business owners through complex transactions.Saul is dedicated to assisting business owners who feel stuck by guiding them through tax planning, exit strategies, and acquisitions to ensure long-term financial success.Disclaimer: The opinions expressed on this podcast are solely those of the hosts and guests and do not constitute financial advice. Always consult a licensed professional for financial decisions.This episode is sponsored by a podcast show partner. We may receive compensation if you use links or services mentioned in this episode.The hosts may have a financial interest in the programs or services mentioned in this episode.Connect with Saul Cohen:-Website - wealthwithoutwallstreet.com/businessvaluation

BSN SPORTS commissioned The Club Sports Index, a first-of-kind national study in October 2025 to get a snapshot of the current club sports landscape in the United States. The Club Sports Index surveyed 2,000 athletes, 2,000 parents and 150 club owners across a spectrum of topics, including:Motivations for participating in club sportsTime commitment involved for both athletes and parentsCost associated with participationLong term goals for club athletesPopularity of specific sports by regionBrian Fleming is the Senior Vice President and General Manager of Club Direct for BSN SPORTS, a division of Varsity Brands, where he leads commercial strategy and overall execution to grow and service the market segment. He joined BSN SPORTS in 2022 following a successful tenure as General Manager of the Collegiate & Commercial divisions at Herff Jones, where he oversaw a $100+ million business and drove revenue growth across multiple verticals. Prior to that, he held global finance leadership roles at Firestone Industrial Products and Envigo, as well as an early career in Public Accounting, Business Valuation and Management Consulting. A Certified Public Accountant, Brian earned his MBA in Finance and Operations Management from Valparaiso University. 

Mini - Episode - 6 min.   Timidity is one of the worst sins. No one will follow you or believe you in. Make a bold bet now.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.  https://hubs.li/Q03zlvqH0   Join the next How to Buy a Business Cohort - Dec 2025 https://www.letsbuyabusiness.com/   Sourcing List:https://www.letsbuyabusiness.com/source

In this foundational episode of the TriMetric Roadmap Podcast, Scott Landis and Jeff Jacob officially launch the show and dive deep into the Business Health Diagnostic™ (BHD) — a proprietary system that helps founders measure and improve the true health, value, and freedom potential of their business. They unpack the why, what, and how behind the diagnostic — from discovering operational blind spots to uncovering hidden valuation opportunities — and show how the BHD fits inside Business Freedom Advisors' Freedom 360™ program. The conversation flows from practical business strategy into spiritual insight, revealing how freedom in business connects to fulfillment in life. -- Key Themes Start with WHY: The Business Health Diagnostic helps founders move from chaos to clarity — and from job ownership to true business freedom. Faith Meets Finance: Jeff and Scott discuss the intersection of purpose, stewardship, and intelligent financial design. From Valuation to Vision: Why good exit planning is also good business planning — and how to build transferable value even if you never plan to sell. Numbers with a Story: Recasting financials isn't about accounting tricks; it's about revealing the truth of what your business is really worth. Freedom 360™: How the BHD anchors a broader suite of tools — the Business Intelligence Briefing™, Executive Field Manual™, and Tax Briefing™ — to drive freedom and profitability within 90 days. -- Resources Mentioned

Thinking about selling your business? Learn what buyers really want and how to protect your company's value, culture, and legacy in this eye-opening conversation with John Petrov and Peter Mistretta of Knight Investment Group.

In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.  

In this episode of Unemployable with Jeff Dudan, Jeff sits down with Patrick Galleher, Managing Partner at Boxwood Partners, one of the leading investment banks in franchising with over $7 billion in completed transactions. Patrick shares his insider perspective on selling a business the right way—from running a proper process and attracting private equity, to avoiding costly legal and financial mistakes that crush valuations. They also break down how private equity has evolved, why top firms like KKR, Blackstone, and Riverside are moving aggressively into franchising, and how franchise owners can prepare for a life-changing exit—whether as franchisors or multi-unit franchisees. If you're building a brand or thinking about selling one, this is required listening.  

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership

Seller Financing All Cash Using a Loan **Most use a combination of all 3.   Join the How to Buy a Business Cohort - Nov 2025 https://www.letsbuyabusiness.com/ SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies.   Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0   Sourcing List:https://www.letsbuyabusiness.com/source

In this podcast episode, Travis Helmig discusses his journey in the business brokering industry, highlighting the unique aspects of working with local businesses and the opportunities available in this niche market. He shares insights on the strengths and weaknesses of being a business broker, the challenges of raising awareness about the profession, and the future goals for his company, BizBroker Plus. The conversation emphasizes the importance of problem-solving and supporting local business owners in their transition to selling their businesses.   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   —--------------------

Thanks for joining us for another episode of the Building the Premier Accounting Firm podcast. Today Roger Knecht and Ron Saharyan discuss the critical importance of achieving profit in business, challenging the stigma around it and emphasizing its role in economic growth and personal well-being. They explore the Profit First methodology as a powerful tool for financial clarity and strategic decision-making, helping entrepreneurs eradicate entrepreneurial poverty. In This Episode: 00:00 Eradicating Entrepreneurial Poverty 02:31 Profit Stigma and Purpose First 06:43 Profit and Business Valuation 10:48 Profit First vs. Traditional Accounting 15:21 Clarity, Empowerment, and Growth 19:11 The Business Needs to Be Paid 25:59 Profit First Myths and Mindset 31:02 Profit First for Advisory Services 37:31 Golden Rule and Professional Impact 43:01 Closing Thoughts and Resources Key Takeaways: Prioritize profit to ensure business survival, expansion, and employee well-being, directly combating entrepreneurial poverty. Challenge the negative stigma of profit by reframing it as "purpose" and highlighting its capacity for good, like charity and growth. Adopt the Profit First system with dedicated bank accounts to gain financial clarity, reduce anxiety, and make informed business decisions. Recognize that taxes are a sign of success, and a business needs to show profit to have value, especially when considering a sale. Leverage Profit First to transition into a CFO advisory role, using it as a practical framework for client conversations and actionable guidance. Featured Quotes: "Profit is not good or bad. It's people that are either good or bad." — Ron Saharyan "You cannot give what you do not have." — Roger Knecht "Revenue is vanity, profit is sanity. Let's be a little bit more sane about what we're doing." — Roger Knecht Conclusion: Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here. Sponsors: Universal Accounting Center Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth. Offers: Visit: https://profitfirstapp.com/ Get a FREE copy of these books all accounting professionals should use to work on their business and become profitable. These are a must-have addition to every accountant's library to provide quality CFO & Advisory services as a Profit & Growth Expert today: "Red to BLACK in 30 days – A small business accountant's guide to QUICK turnarounds" – This is a how-to guide on how to turn around a struggling business into a more sustainable model. Each chapter focuses on a crucial aspect of the turnaround process - from cash flow management to strategies for improving revenue. This book will teach you everything you need to become a turnaround expert for small businesses. "in the BLACK, nine principles to make your business profitable" – Nine Principles to Make Your Business Profitable – Discover what you need to know to run the premier accounting firm and get paid what you are worth in this book, by the same author as Red to Black – CPA Allen B. Bostrom. Bostrom teaches the three major functions of business (marketing, production and accounting) as well as strategies for maximizing profitability for your clients by creating actionable plans to implement the nine principles. "Your Strategic Accountant" - Understand the 3 Core Accounting Services (CAS - Client Accounting Services) you should offer as you run your business. Help your clients understand which numbers they need to know to make more informed business decisions. "Your Profit & Growth Expert" - Your business is an asset. You should know its value and understand how to maximize it. Beginning with the end in mind helps you work ON your business to build a company you can leave so that it can continue to exist in your absence or build wealth as you retire and enjoy the time, freedom, and life you want and deserve. Follow the Turnkey Business plan for accounting professionals. This is the proven process to start and build the premier accounting firm in your area. After more than 40 years we've identified the best practices of successful accountants and this is a presentation we are happy to share. Also learn the best practices to automate and nurture your lead generation process allowing you to get the bookkeeping, accounting and tax clients you deserve. GO HERE to see this presentation and learn what you can do today to identify and engage with your ideal clients. Check it out and see what you can do to be in business for yourself but not by yourself with Universal Accounting Center. It's here you can become a: Professional Bookkeeper, PB Professional Tax Preparer, PTP Profit & Growth Expert, PGE Next, join a group of like-minded professionals within the accounting community. Register to attend GrowCon and Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business. The Accounting & Bookkeeping Tips Facebook Group The Universal Accounting Fanpage Topical Newsletters: Universal Accounting Success The Universal Newsletter Lastly, get your Business Score to see what you can do to work ON your business and have the Premier Accounting Firm. Join over 70,000 business owners and get your score on the 8 Factors That Drive Your Company's Value. For Additional FREE Resources for accounting professionals check out this collection HERE! Be sure to join us for GrowCon, the LIVE event for accounting professionals to work ON their business. This is a conference you don't want to miss. Remember this, Accounting Success IS Universal. Listen to our next episode and be sure to subscribe. Also, let us know what you think of the podcast and please share any suggestions you may have. We look forward to your input: Podcast Feedback For more information on how you can apply these principles to start and build your accounting, bookkeeping & tax business please visit us at www.universalaccountingschool.com or call us at 8012653777

Entry-Level Deep Dive into Due Diligence - I cover a lot here.   Financial Employee Admin / Business Debt Service Coverage Ratio (DSCR)   Join the How to Buy a Business Cohort - Nov 2025 https://www.letsbuyabusiness.com/   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0   Sourcing List: https://www.letsbuyabusiness.com/p/source/

Join Fletcher Brown (BEI), Nathan Merrill & Taylor Smith (Goodspeed Merrill), and the ENT crew as they unpack:✅ The 7-step exit planning process✅ Insider vs. outsider transitions✅ Building business value & legacy✅ Emotional readiness for life after ownership

***New Video Alert! Everyone loves a bit of good cheer, but what exactly is Goodwill? This week, some basic terminology and how it's often misused when people are talking about buying and selling businesses. Check it out in this week's new video: https://youtu.be/p_F_OJt-iLY Cheers See you over on YouTube David C Barnett #smallbusiness #mergersandacquisitions #M&A -- In this episode, I will breaks down what goodwill actually is — from its accounting definition to its real-world meaning in business valuation. You'll learn how goodwill impacts deal structure, financial statements, and sale prices, plus how to figure out where the goodwill actually resides in a company. -- CHAPTERS 00:00 Intro 01:30 Definition of Goodwill | Accounting vs. Colloquial 04:20 Why Goodwill Exists in Business Valuation 06:30 When a Business Has No Real Goodwill 09:00 Asset Value vs. Business Value Explained 12:15 Example | Goodwill on a Balance Sheet 15:30 How Goodwill Appears in Financial Statements 18:00 When Sellers Overvalue “Goodwill” 21:00 Understanding the Locus of Goodwill 23:30 Goodwill in the Owner 25:45 Goodwill in the Brand or Business 28:30 Goodwill in the Location 31:00 Risks of Non-Transferable Goodwill for Buyers 33:45 Tools to Analyze Goodwill (Locus Calculator) 36:00 Recap | When Goodwill Really Has Value 38:00 How ALP Helps Buyers Analyze Deals 40:00 Final Thoughts & BusinessBuyerAdvantage.com -- #GoodwillInBusiness #BusinessValuation #BuyingABusiness #SellingABusiness #SmallBusiness #Entrepreneurship #BusinessAcquisition #BusinessBuyerAdvantage #BusinessFinance #BusinessDeals #BusinessStrategy #DavidCBarnett **** - Join David's email list so you never miss any new videos or important information or insights, RECEIVE 7 FREE GIFTS!!- https://www.DavidCBarnettList.com **** Do Business with David using these incredible internet links... - David's Blog where you can find hundreds of free videos and articles, https://www.DavidCBarnett.com - Book a call with David and let him help you with your project, https://www.CallDavidBarnett.com - Learn how to buy a successful and profitable business in a risk-controlled way https://www.BusinessBuyerAdvantage.com - Get help selling your business, https://www.HowToSellMyOwnBusiness.com - Get better organized in your business, https://www.EasySmallBizSystems.com - Learn to make better cash flow forecasts and write incredibly effective business plans from scratch!, https://www.BizPlanSchool.com - Learn to build an equity asset with insurance! visit https://www.NewBankingSolution.com -Did you sign up for an expensive Merchant Cash Advance for your business and now struggle to make the payments? Find out how you can negotiate your way out at https://www.EndMyMCA.com

Ready to take a deep dive and learn how to generate personal tax-free cash flow from your corporation? Enroll in our FREE masterclass here and book a call hereAre you building your business for today's profits—or for tomorrow's payday when you exit?Many entrepreneurs pour years of energy into growth but overlook the steps that make a company truly saleable. Financial blind spots, owner dependency, or poor succession planning can strip millions from a deal—or sink it entirely. The truth is, preparing for a profitable exit starts years before you ever plan to sell. We sat down with Karl Sigerist from the Shaughessy Group in this masterclass to answer shed some light on these issues. Whether you're five years out or just starting to think about succession, the choices you make now directly impact your valuation, your tax outcome, and your legacy.In this episode, you'll discover:Why inadequate financial statements can slash your valuation—and how to fix them before it's too late.How to reduce “key person risk” so your business runs smoothly without you at the helm.Smart tax and structuring moves that protect your wealth and make your company more attractive to buyers.Press play now to learn how to prepare your business for a profitable exit and secure the reward your hard work deserves.Discover which phase of wealth creation you are in. Take our quick assessment and you'll receive a custom wealth-building pathway that matches your phase and learn our CRA compliant tax optimized strategies. Take that assessment here.Canadian Wealth Secrets Show Notes Page:Consider reaching out to Kyle…taking a salary with a goal of stuffing RRSPs;…investing inside your corporation without a passive income tax minimization strategy;…letting a large sum of liquid assets sit in low interest earning savings accounts;…investing corporate dollars into GICs, dividend stocks/funds, or other investments attracting corporate passive income taxes at greater than 50%; or,…wondering whether your current corporate wealth management strategy is optimal for your specific situation.Building long-term wealth in Canada requires more than just growing a business—it means preparing for business succession with accurate financial records, compliance-ready systems, and a strong advisory team to maximize your business valuation and exit strategy. Many Canadian entrepreneurs face emotional attachment when planning a business sale, but with tax-efficient investing, RRSP optimization, and smart capital gains strategies, you can transform a saleable business into a cornerstone of your CanadReady to connect? Text us your comment including your phone number for a response!Canadian Wealth Secrets is an informative podcast that digs into the intricacies of building a robust portfolio, maximizing dividend returns, the nuances of real estate investment, and the complexities of business finance, while offering expert advice on wealth management, navigating capital gains tax, and understanding the role of financial institutions in personal finance.

Host Jeremy C. Park talks with cityCURRENT Nashville partner, Chris White, Founder and Principal of Harvest Family Wealth, who highlights the firm he founded in 2007 that specializes in deep, technical financial planning, efficiency, and care, aiming to help clients achieve their financial goals, particularly across multiple generations. The conversation covers Chris' collaborative approach with business owners, including valuation and sale readiness, as well as current trends in the financial system and their impact on investment strategies. The discussion concludes with insights on global liquidity trends, philanthropic giving through donor-advised funds, and Chris's personal commitment to charitable giving and community service.SummaryHarvest Family Wealth's Financial PhilosophyHost Jeremy C. Park talks with cityCURRENT Nashville partner, Chris White, Founder and Principal of Harvest Family Wealth, who highlights the firm he founded in 2007 that specializes in deep, technical financial planning, efficiency, and care, aiming to help clients achieve their financial goals, particularly across multiple generations. Chris explains their collaborative approach and how it involves understanding clients' current financial situations, working with teams of experts to handle specific complexities, addressing emotions around money, and developing plans to meet their future aspirations.Business Valuation and Investment TrendsChris discusses his collaborative approach with business owners, emphasizing the importance of a specialized team for business valuation and sale readiness. He highlights the complexity and diversity of business value assessments, noting that overestimation is common. Chris also addresses current trends in the financial system, including the impact of AI, blockchain, and cryptocurrency, while emphasizing the growing demand for diversified investment portfolios incorporating private equity, real estate, and M&A opportunities.Global Liquidity and Philanthropy TrendsChris discusses the current state of global liquidity, highlighting trends such as quantitative easing, dropping interest rates, and government money printing, which generally benefit equity markets. He emphasizes the importance of addressing the U.S. debt and deficit problem. Chris and Jeremy also talk about philanthropic giving, with Chris explaining how donor-advised funds are increasingly popular and effective for charitable contributions. Chris shares a client example where using a donor-advised fund helped reduce tax implications from a Roth IRA conversion.Donor-Advised Funds: Tax-Efficient GivingChris discusses the benefits of donor-advised funds for tax-efficient charitable giving, emphasizing their impact on nonprofits and the importance of long-term tax planning. He shares his personal commitment to philanthropy, driven by a sense of gratitude and a biblical principle of stewardship. Chris highlights the significance of giving back through time, talents, and treasures, and encourages others to engage in community service. He provides contact information for further conversation, including his email, chris@harvestfamilywealth.com, and website, www.harvestfamilywealth.com.To learn more about Harvest Family Wealth visit https://www.harvestfamilywealth.com

Sam Allsopp has quickly grown Neal Roofing & Waterproofing to over $40M revenue within 5 years. We discuss the key growth levers, what his company might sell for today, and what could tempt him to eventually sell. Sam also shares the multiple range he's seen other nearby roofing companies sell for and how he's educated himself on the private equity playbook.Sam Allsopp on X: https://x.com/sam_allsopp_Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Here is the 2-min "Sniff Test" on how you can avoid going after the wrong deals for you. It will eventually get to the point where it can be done in a few seconds but start out going deep into about 20-30 business summaries (CIMs) to get a handle on things.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.  https://hubs.li/Q03zlvqH0   Join the How to Buy a Business Cohort - Oct 2025? https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/   Sourcing List:https://www.letsbuyabusiness.com/source

Nathan Lindley, owner of Done Right, shares his journey in the HVAC industry, discussing the challenges and successes of acquiring and professionalizing small HVAC businesses. He's almost one broke twice before figuring out how to make things work, and done 9 acquisitions along the way. We discuss their current business valuation his multi-location plan to scale. Nathan Lindley on LinkedIn: https://www.linkedin.com/in/nathanlindley/Nathan Lindley on X: https://x.com/A_LastingLegacyClint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

We're on to sourcing. People who fall off the search train end up at Dell. Here are 6 ways you can search creatively for a business to buy.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies.Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0   Join the How to Buy a Business Cohort - Sept 2025? https://www.letsbuyabusiness.com/p/how-to-build-a-business-cohort-with-ryan-condie/   Sourcing List: https://www.letsbuyabusiness.com/source

Thinking about selling your company someday? Most founders wait until it's too late to prepare their business for a clean, valuable exit.In this episode, I chat with Niraj Shah, M&A Advisor and 5x Founder, about what really makes a company exit-ready. We dig into mindset traps, deal-killers, and the simple actions you can take right now to set up your business for maximum value, whether you sell this year or ten years from now.

The most important part of the business acquisition search....what are you looking for (specific) and why!?   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo.Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now.   https://hubs.li/Q03zlvqH0     Join the How to Buy a Business Cohort - Sept 2025?https://www.letsbuyabusiness.com/   Questions to Ask Around Narrowing Down Your Criteria: https://docs.google.com/document/d/1VXYFgAVquG3vwhDiDo4tEHnIx0xI_Hok1o_Mc_ru23Y/edit?usp=sharing

In this episode of Business Coaching Secrets, Karl Bryan and Rode Dog tackle some of the most pressing questions for business coaches gearing up for a successful season. Karl dissects business valuation multiples with practical examples, shares the best advice he's ever received (hint: mindset is everything), explains the flywheel concept in coaching, shows how people are more predictable than they think, and delivers a high-energy pep talk to relight the fire in any coach who's ready to level up. The show wraps with actionable strategies for focus and productivity—and plenty of classic Karlisms along the way. Key Topics Covered Understanding Business Valuation Multiples Karl reviews questions sparked by a previous discussion on laundromat valuations, clarifying why multiples change based on business size, predictability, scalability, and industry differences. He breaks down why scalability drives higher multiples, and emphasizes that growth and scale aren't the same. Mindset and “Emotional Home” Karl shares the most pivotal advice he's received: “You are what you think about.” He discusses the power of your self-talk (“I am…” statements), the importance of knowing your “emotional home,” and the compounding impact of clear, defined goals, using Kobe Bryant and Tom Brady as examples. The Flywheel and Clock Model To help listeners grasp the importance of momentum in business, Karl explains the flywheel (or “clock”) framework. He details how to apply it to money, lifestyle, procrastination, and business growth, demonstrating how well-structured systems compound positive results and how negative cycles (like procrastination) can spiral. Human Predictability and Coaching Shortcuts Karl illustrates just how predictable people are, sharing audience-tested mental tricks and the four main business owner challenges—sales, marketing, systems, and staff. He advises coaches to prepare solutions for these core areas to instantly build credibility and handle any business owner's problem. Pep Talk for Coaches: The 3 Core Beliefs With summer ending and the busy season beginning, Karl pushes coaches to ground themselves in three beliefs: the opportunity is there, you're the right person to seize it, and it will be worth it. He lays out the “3031 framework” (30 minutes a day for 30 days on one problem) to create momentum and encourages coaches to take consistent, focused action. Solving vs. Dissolving Problems Karl wraps by challenging listeners to ask if they're focusing on the right problems, and to “think on paper.” He urges coaches to step away from endless optimization and instead focus on proven, direct paths to landing clients and getting results. Notable Quotes “You are what you think about. Your thoughts control a lot. What you say after 'I am' matters.” “Profit is the domino that knocks over all the other dominoes. The business owner doesn't need another ad. What they need is a proper business model.” "People are predictable. If you put a business owner on the phone and ask for their biggest problem, it's almost always sales, marketing, systems, or staff.” “You have two people to impress: your nine-year-old self and your 90-year-old self.” “The secret is there is no secret. It's all just bloody hard work.” Actionable Takeaways Clarify Your Goal: Set a clear, specific target (like one live event per week with 10 decision-makers in the room). Big goals make daily actions obvious. Apply the Flywheel Framework: Think in loops and compounding progress—not just linear steps. Remember, positive cycles expand, and negative ones (procrastination, guilt) contract. Use the “3031 Framework”: Solve your #1 challenge by dedicating the first 30 minutes of every day for 30 days straight to it. Momentum beats motivation. Prepare Solutions: Be ready to address business owners' predictable issues: sales, marketing, systems, and staff. Have resources and frameworks in your back pocket. Think on Paper: Regularly map out your plans, strategies, and challenges using pen and paper (or digital notes). Don't try to solve complex problems in your head. Focus on Service and Real Results: Resist optimizing broken strategies. Direct outreach and targeted offers (not mass ads) are your fastest path to landing high-end coaching clients. Resources Mentioned Profit Acceleration Software™ (by Karl Bryan) – software to help coaches show tangible ROI and boost business profits. Focus.com – Karl's coaching resource hub, including AI-powered coaching tools and frameworks. The Six-Figure Coach Magazine – Free subscription for ongoing education and insights: https://thesixfigurecoach.com/get-it For a demo of Profit Acceleration Software™: https://go.focused.com/profit-acceleration Podcast Subscription: Subscribe, rate, and share the show—help other coaches and spread the impact: https://podcasts.apple.com/us/podcast/id1477099279 Enjoyed the episode? Please subscribe, share with a fellow coach, and leave a review. Visit Focused.com for more info—and make sure to take action on what you've learned. See you next week on Business Coaching Secrets! —

Episode 1: Buying a Business 101 - Introduction to the concept of buying a business - Benefits of acquisition versus starting from scratch. - Common myths and misconceptions.   SMBs are the biggest target for cyber attacks. Protect your business with Inzo Technologies. Check out....www.inzotechnologies.com, I-N-Z-O, or email Nick directly at nick@inzotechnologies.com.   Get expert M&A guidance, valuations, and fractional executive support from Amplēo. Learn more at www.ampleo.com/lets-buy-a-business-podcast/.   Buying or selling? Business Valuation help? - Lean on Peak Business Valuation and their expertise now. https://hubs.li/Q03zlvqH0

Today we're diving into some ongoing battles over athlete pay, from college athletics to the WNBA. In the case of college sports, a recent lawsuit settlement involving the NCAA allows colleges and universities to pay their athletes directly. On the show today, sports journalist Kennington Lloyd Smith III explains how college athlete pay has evolved, how the recent House v. NCAA settlement could strain athletic departments, and what could come from the WNBA players' current fight for more equitable pay. Plus, the sports private equity firms are eyeing.Then, we'll hear how one listener got involved in local government. Plus, Paralympic sled hockey gold medalist Declan Farmer answers the Make Me Smart question.Here's everything we talked about today:"How college athletes will be paid after House v. NCAA settlement: NIL changes, enforcement, contracts and more" from CBS Sports"Trump signs executive order to 'protect' college sports" from Politico "Down to Business: Valuations are wild, returns are rocky. But women's sports teams are in demand" from The Athletic "The WNBA Has a Good Problem on Its Hands" from The Atlantic "Private equity tees up to invest in youth sports" from Marketplace  "Travelers aren't big fans of TSA's facial recognition program, report finds" from Marketplace  We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.

Today we're diving into some ongoing battles over athlete pay, from college athletics to the WNBA. In the case of college sports, a recent lawsuit settlement involving the NCAA allows colleges and universities to pay their athletes directly. On the show today, sports journalist Kennington Lloyd Smith III explains how college athlete pay has evolved, how the recent House v. NCAA settlement could strain athletic departments, and what could come from the WNBA players' current fight for more equitable pay. Plus, the sports private equity firms are eyeing.Then, we'll hear how one listener got involved in local government. Plus, Paralympic sled hockey gold medalist Declan Farmer answers the Make Me Smart question.Here's everything we talked about today:"How college athletes will be paid after House v. NCAA settlement: NIL changes, enforcement, contracts and more" from CBS Sports"Trump signs executive order to 'protect' college sports" from Politico "Down to Business: Valuations are wild, returns are rocky. But women's sports teams are in demand" from The Athletic "The WNBA Has a Good Problem on Its Hands" from The Atlantic "Private equity tees up to invest in youth sports" from Marketplace  "Travelers aren't big fans of TSA's facial recognition program, report finds" from Marketplace  We love hearing from you. Leave us a voicemail at 508-U-B-SMART or email makemesmart@marketplace.org.