Podcasts about business valuations

Send us a textIn this episode, Tracy shares her journey of growing a business from $40 million to $200 million and the strategic decision-making behind selling at the right time. She discusses the importance of recognizing market conditions, operational efficiencies, and leveraging AI to increase company value. Tracy also offers invaluable advice for families with private equity holdings, stressing the need to focus on cash flow, profitability, and long-term growth. She emphasizes how finding operational improvements can lead to better returns and why timing the market plays a crucial role in business success.

Brandon Hall is one of the most impressive accounting firm growth stories we've known. He started Hall CPA PLLC in 2015 and has grown it organically to +$14.5M revenue and 150 team members. We discuss what would tempt him to sell the firm, AI impacting margins, if exit multiples in accounting will go up or down, traditional partnership structures in accounting vs PE exits, and more. Brandon Hall on X: https://x.com/bhallcpaHall CPA: https://www.therealestatecpa.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode of the Amicable Divorce Network podcast, Tracy speaks with Ramzi Daklouche, a business valuator and broker, about the handling of business assets during a divorce. They discuss the importance of early planning, the emotional impact on business value, and the necessity of professional valuations. Ramzi explains the need for amicable communication and the potential benefits of arbitration as a resolution method. The conversation highlights the unique challenges faced by business owners in divorce situations and the critical role of business brokers in navigating these challenges.Ramzi Daklouche

Send us a textAre you stuck in busywork instead of growing your business? Want to attract paying clients, retain them, and scale with confidence—all without burnout?In this powerful episode of The Good Enough Mompreneur Podcast, Angela sits down with Yemi Oluseun, founder of The Change Hive and a business strategist who's helped companies like Barclays and JP Morgan—and now helps small business owners like YOU—scale using automation, AI, and her signature 5Ps framework.If you're a mom entrepreneur looking to grow predictably, stop second-guessing your value, and get practical systems in place, this conversation is a must-listen.

This is a refreshed version of an episode from July 2021. Some voice distortion may be present. Please scroll down to find links to essential resources that have been developed since the original publish date.  In this episode, we explore the many paths available to accounting and finance majors who aspire to work in forensics and valuation services particularly as an expert witness. Dean Driskell tells his journey as a forensic accounting and valuation professional. He and host, Josh Shilts, share pivotal moments that have defined their careers and the skills they consider essential for success. Key Topics Discussed: Insights into the diverse career opportunities within the profession Practical advice on how to navigate the intersection of finance and accounting through the different stages of one's career Understanding your audience and how it can impact your effectiveness as a professional Strategies for developing and honing skills that are essential for success and how to find opportunities to improve these skills Check out our newest resource Welcome to a career in forensic and valuation services - early-career guidance, built for you (accessible to everyone) Guest: F. Dean Driskell III, CPA/ABV/CFF, Executive VP, JS Held LLC Host: Josh Shilts, CPA/ABV/CFF/CGMA, Dean Dornton 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.  Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only Business Valuation School - Sep 8-12, Raleigh NC, in person only Business Valuation School - Dec 1-5, Live online NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you The FVS Valuation Podcast archives Women Leaders in Business Valuation  The Business Valuation Profession Enhancing Professional Growth through AICPA FVS Section Resources and Participation 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  

Alex Nelson is an impressive entrepreneur in Iowa who built a wedding venue from scratch to $4M revenue within a few years. He also recently bought a chain of coffee shops then renovated and rebranded. We discuss what each business might sell for today, which one Alex might sell, and his long term goals. It's a great discussion on buy vs build, real estate heavy businesses, and compounding. Alex Nelson on X: https://x.com/WeddingVenueGuyThe Midnight Gem: https://themidnightgem.com/Midnight Coffee: https://www.midnight-coffee.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri.We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He also has a podcast that we'll talk about later, but today he's going to share his story about building a business with the exit in mind.And quite frankly, you guys hear me talking about this a lot—not only how do you grow a business, start a business, and market a business, but if you're not thinking about the end in mind, then I think we get distracted by the pretty logos and all of the fun social media. But quite frankly, there's really a process of starting a business—and then, how are you going to exit or monetize it at the end?Key Takeaways:1. Build a Business You Understand DeeplyMark emphasized the dangers of chasing business ideas you don't know. He initially considered buying companies in industries he didn't understand (like potato chips or trail mix) and quickly realized that deep domain expertise is crucial for long-term success. He succeeded by staying in the packaging industry where he already had knowledge, relationships, and leverage.2. Bootstrap with Discipline and Realistic ExpectationsMark cut his salary by 40%, managed household expenses down to the diaper, and lived lean for four years while growing his company. His message: entrepreneurship is not glamorous at first. You need financial discipline, a clear budget, and the willingness to sacrifice comfort in exchange for long-term freedom.3. Structure Your Business to Run Without YouOne of the key factors that made Mark's company valuable at exit was his team—not just his own leadership. Buyers aren't looking to buy you; they want to buy a system with a team that can keep the business profitable after you're gone. Mark built a team with defined roles and documented processes that could operate without his daily involvement.4. Expect the Sale Process to Be Grueling and Prepare for ItSelling a business is not a handshake deal. Mark shared how potential buyers will climb up your books, dig into every corner of your operation, and often reduce the final price in a "retrading" maneuver. He recommends having annual reviews, financial audits, and a strong attorney to survive due diligence and avoid getting steamrolled.5. Know Your Value—Then Be Ready to WalkWhen approached to sell, Mark didn't bite at the first offer and wasn't desperate to exit. This gave him negotiating power. He also warned entrepreneurs not to underestimate the emotional cost of letting go—or the financial risk if the buyer isn't properly funded. His advice: Know your EBITDA, understand deal terms like holdbacks and earn-outs, and don't sell unless the offer respects your value.Connect with Mark - LinkedInMark's Podcast and WebsiteMelissa GraggCVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163Support the show

In times of uncertainty, knowing what your business is worth—and how to protect or grow that value—can feel elusive. You are never sure what business you are really in. What should you do? How can you retain the value you have created and prepare for the next growth phase, or even the exit strategy? On this recent episode of On the Brink with Andi Simon, I had the pleasure of speaking with Dave Bookbinder. Dave is a business valuation expert whose groundbreaking work focuses on an often-overlooked truth: your people are your most valuable asset. Dave, the author of The New ROI: Return on Individuals, joined me to unpack how business owners can better understand, manage, and maximize the value of their companies—especially in a rapidly changing business environment. His key message? Valuation isn't just a number. It's a reflection of leadership, culture, and strategic clarity. Let me repeat that:  Your business's value is a reflection of leadership, culture, and strategic clarity. What can Dave teach you about how to build and protect that value? The Human Side of Valuation Dave's experience spans thousands of valuation engagements across industries. And while balance sheets highlight assets like patents and trademarks, human capital rarely makes the cut. “Every CEO says their people are their most valuable asset,” Dave points out, “but where do they show up on the balance sheet? They don't.” That gap sparked his first book, The New ROI, which explores the critical link between culture, engagement, and enterprise value. His second, The New ROI: Going Behind the Numbers, draws from his award-winning podcast, Behind the Numbers, which focuses on how leadership and culture truly impact business performance. You will totally enjoy watching our video of the podcast here. Common Valuation Mistakes Dave shared some of the biggest pitfalls business owners face when it comes to valuing their company: Relying on rules of thumb: “Back-of-the-napkin” valuations based on hearsay can be wildly misleading. Dave recounted a client who declined a generous acquisition offer assuming better ones would follow. Years later, the business couldn't command even half that valuation. Tax-driven financials: Many entrepreneurs minimize income to reduce taxes, only to struggle during a sale. Buyers don't take your word for “adjusted EBITDA”—they want clean, auditable numbers. Unrealistic projections: Over-optimistic forecasts, especially those shaped like a hockey stick, often destroy credibility with buyers. “They're buying the future,” Dave says. “And if your projections seem disconnected from market realities, they'll discount for risk.” De-Risking Your Business to Maximize Value Buyers and investors are risk-averse. That's why Dave emphasizes the need to "de-risk" your business: Clean financial statements: Avoid running personal expenses through the business. Have your books reviewed or audited by a CPA. Strong management team: If the business can't run without you, it's not scalable—or sellable. Documented processes: Institutional knowledge should live in systems, not just in people's heads. “If your business can't survive you getting hit by a bus,” Dave quips, “you don't have a sellable business.” Exit Planning is a Process, Not an Event Whether you're transferring ownership to a family member or preparing for an acquisition, Dave urges owners to think ahead. “Selling a business is like selling a house,” he explains. “You need to get an appraisal, clean it up, and understand what similar businesses are selling for.” He also warned that poorly integrated acquisitions often fail—not due to valuation issues, but because of clashing cultures. “Seventy-five to ninety percent of deals miss their synergy targets because they ignore people and culture,” he says. Why Culture is Core to Company Value As a corporate anthropologist, I know firsthand how culture shapes performance. Dave agrees. “It's not that successful companies have a good culture—it's that good culture drives success,” he said. When leaders overlook how work gets done—or try to impose a new cultural model without understanding the old one—they risk alienating key people and destroying value. Culture is the operating system of the business. Your People Are Your Value Dave's work offers a refreshing, human-centric view of business valuation. Whether you're growing, planning an exit, or considering acquisitions, the lesson is clear: your people, your culture, and your credibility are the real ROI. If you're curious to learn more, check out Dave's books on Amazon: The New ROI: Return on Individuals The New ROI: Going Behind the Numbers The Valuation Toolbox for Business Owners and Their Advisors And tune into his award-winning podcast, Behind the Numbers. Final Thought In today's volatile market, it's not just about numbers—it's about narratives. The story you tell buyers, investors, or the next generation about your company must be grounded in reality, powered by culture, and led by people who are truly your greatest asset. To reach David Bookbinder and read his books: Dave's Profile: linkedin.com/in/davebookbinder Websites: linktr.ee/BehindTheNumbers (Portfolio) NEWROI.com (Personal) amazon.com/Dave-Bookbinder/e/B075SDJ12F (Portfolio) Email: davebookbinder@gmail.com Listen to these other podcasts or read the blogs about them: 435: Navigating the Management Maze: Tips for New Leaders  433: Organizations Must Embrace Human-Centric Design 430: How Does Dr. Chris Fuzie Create Great Leaders? Connect with me: Website: www.simonassociates.net Email: info@simonassociates.net Books:  Learn more about these books here: Rethink: Smashing the Myths of Women in Business Women Mean Business On the Brink: A Fresh Lens to Take Your Business to New Heights Listen + Subscribe: Available wherever you get your podcasts—Apple, Spotify, Stitcher, YouTube, and more. If you enjoyed this episode, leave a review and share with someone navigating their own leadership journey. Reach out and contact us if you want to see how a little anthropology can help your business grow.  Let's Talk! From Observation to Innovation, Andi Simon, PhD CEO | Corporate Anthropologist | Author Simonassociates.net Info@simonassociates.net @simonandi LinkedIn    

Kyle Ewing is the founder of Terraslate, which manufactures and prints waterproof, and rip-proof paper designed to replace traditional lamination. Kyle shares how he scaled the business to over $10M in annual revenue while maintaining 100% ownership and fending off overseas knockoffs. We discuss the business valuation and if he would sell or not. Kyle Ewing on LinkedIn: https://www.linkedin.com/in/kyleewing/Ideas To Empires newsletter: https://www.linkedin.com/newsletters/ideas-to-empires-7295591098423357440/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

We'd love to hear from you. What are your thoughts and questions?In this episode of Streams to Impact, Dr. Allen Lomax interviews Kelvin Bell, a distinguished toastmaster, investor, and business strategist. They discuss Kelvin's journey into entrepreneurship, key strategies for enhancing business valuation, innovative sales approaches, and effective profit margin strategies. Kelvin shares insights on navigating mergers and acquisitions, the consulting business model, and the importance of exit planning for small business owners. The conversation emphasizes the need for strategic planning and the potential for significant growth through thoughtful business practices.Main Points: Business owners often overlook exit strategies until it's too late.Retaining existing customers is more cost-effective than acquiring new ones.A well-structured management team is crucial for business valuation.Profit margins can be increased by adjusting pricing strategies.Mergers and acquisitions can double business size but require careful planning.Consulting for equity aligns the consultant's success with the business's growth.Standard operating procedures can alleviate the burden on business owners.Exit readiness is essential for maximizing business valuation.Transformational consulting can provide significant ROI for businesses.Quiet reflection can be a powerful tool for introverted entrepreneurs.Main Points: TopValue15.com GrowYourBusinessNow.infohttps://www.instagram.com/drkelvinbell/https://www.linkedin.com/in/kelvin-bell-investor/https://www.facebook.com/kelvin.bell.31945

Brett and Casey McManus bought an old motel in Killington, Vermont a year ago. They've shared all the highs and lows on Instagram such as fixing their own HVAC, doing bathroom remodels, and increasing revenue. We discuss how much the value has gone up in just a year and if they'd sell or not. We also cover another hotel they're trying to acquire and their tech startup for independent hospitality operators, Inndependent Stays. Innvestors on Instagram: https://www.instagram.com/innvestors/?hl=enApres Inn: https://apresinnkillington.com/Patrick Dichter & Appletree: https://appletreebusiness.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/

Send us a textIf someone showed up today, ready to buy your business, would you be proud of what they'd find?In this episode of The Margin Method, Steve shares what really separates a company that commands top dollar from one that quietly gets passed over. Whether you plan to sell or not, this one will shift how you think about building lasting value. 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.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Are you having a negative impact on the value of your business? So many business owners aren't aware of the effect they are having on the value of their business before sale. They take on too many roles across the business, aren't tracking what they pay themselves over the year, and all this impacts what they could be taking home from selling it further down the line. In this episode I go into the fundamentals of financial concepts all business owners should know to be able to sell their business for as much as possible. I cover EBITDA, adjusted EBITDA and the impacts of salaries and dividends on valuations. With enough knowledge and a few adjustments, you can maximise what you can sell your business for.   Listen up to find out how!   "Are the decision you make maximising profit?" – Julie   You'll hear about: Why adjusted EBITDA is crucial for understanding business value during sales. The accruals concept helps match income with costs for accurate financial reporting. Business owners often overlook the impact of their roles on company valuation. Dividends taken by owners can distort profit margins and business valuation.   Connect With Julie Wilkinson   LinkedIn - https://www.linkedin.com/in/juliewilkinson-accounting/ Tik Tok – https://www.tiktok.com/@wasolutions YouTube - https://www.youtube.com/channel/UCUvq6gfNoP_4dfIJulL6C6A Facebook - https://www.facebook.com/wilkinsonaccountingsolutions Website - https://wilkinsonaccountingsolutions.co.uk/   Find out more about our brilliant sponsor Acquisition Masters here - https://www.acquisitionmasters.co.uk/   Before you go, don't forget to leave a comment and review if you got something out of this episode!

 Welcome back to Divorce at Altitude with Ryan Kalamaya! In this episode, Ryan is joined by co-host and family law attorney Amy Goscha to unpack Colorado's biggest proposed update to family law rules in over a decade. After two years on the Colorado Supreme Court's Family Issues Committee, Amy shares what's changing, why it matters, and how these reforms aim to better serve families and professionals across the state.  These proposed changes are designed to improve access to justice, simplify procedures for all parties—especially self-represented litigants—and modernize family law practice in Colorado.  Why Now? Colorado is following states like Arizona in creating rules tailored to family law, addressing the pro se crisis and outdated processes.Disclosures & Discovery Updates Includes new requirements for trust documents, real estate records, credit reports, and more.Streamlining Expert Disclosures Clarifies overlaps between Rule 16.2 and Rule 26, making expert procedures easier to follow.Contempt of Court Reforms New rules allow courts to award attorney's fees for repeated violations, strengthening enforcement.GAL Rule Overhaul Outlines when and how Guardian ad Litems are appointed, including non-attorney options and clearer decision-making roles.Informal Trials for Pro Se Litigants An opt-in process modeled after Alaska to simplify trials for unrepresented parties.Clarifying CFIs & PREs New rules on depositions, virtual attendance, and prior testimony disclosures improve fairness and transparency.Key Takeaways•  Family law deserves its own rules—and Colorado is making that happen.•  Designed to simplify the process for both lawyers and pro se litigants.• Submit your comments by April 25, 2025 at 4:00 PM. Public hearing on May 1, 2025.

Catherine and Nathan, both seasoned CPAs and ABVs, discuss the complexities of subsequent events in business valuation. They explain the definition, implications, and relevance of these events in contexts like estate and gift tax transactions. Their conversation covers how these events can affect or indicate value, the standards and court rulings involved, and the challenges of determining what is known or knowable at the valuation date. Key Takeaways: Definition of subsequent events are particularly relevant in litigation, estate, and gift tax transactions Known or knowable at the valuation date, but courts may sometimes consider subsequent events differently Importance of providing additional information to courts without muddying the valuation process Guests: Catherine Stoddard, CPA/ABV, Stoddard Consulting PA Nathan Duke, CPA/ABV, Senior Manager, Forvis Mazars US Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics 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.  Disaster relief resource center 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 VS Section 100 subsequent event toolkit VS Section 100 (SSVS) Development Compliance Checklists VS Section 100 (SSVS) Reporting Compliance Checklists Considerations when valuing distressed or impaired businesses FAQs The FVS Valuation Podcast archives  Turning Risk into Value - Gathering and Applying Information for Better Data Visuals Reconciling Discount Rates for Intangible Asset Valuation in PPAs Supporting Company Specific Risk and Reconciliation under ASC 805 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  

Patrick Bet-David explains the differences in creating a million, billion, and trillion-dollar company. In this video, we'll explore the unique challenges and strategies for each level of success in business.Sign up for the PBD Entrepreneur Circle:https://app.minnect.com/circles/7736d684-fdc6-4d49-9a06-cc0829297fa9

Send us a textWhat makes a business truly sellable and why should it matter even if you never plan to sell?In this powerful episode of Strategy, Scale, Exit, Steve challenges founders to think differently about value, risk, and how to future-proof their companies. Whether you're years from exiting or never intend to, this conversation will reshape how you build and lead. 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.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Points of Interest1:02 – 1:38 – Intro: Marcel introduces the session as a condensed version of his All-in Agency Summit talk, aimed at equipping agencies with the key levers to diagnose and improve profitability.3:05 – 3:18 – 80/20 Profitability Focus: The goal is to give agencies 20% of the knowledge that provides 80% of the insight needed to take control of profitability, regardless of market conditions.4:28 – 6:27 – The Growth Trap Cycle: Agencies often get stuck in a cycle of hiring during growth, losing profitability, scaling again, and repeatedly encountering the same financial challenges at larger scales.6:42 – 7:01 – Identifying the Real Problem: Founders are urged to identify whether their agency's issue is inefficient delivery (indigestion) or lack of revenue (starvation) to avoid insolvency.9:01 – 10:06 – Financial Metrics Foundation: Understanding core financial metrics—especially agency gross income (AGI)—is essential to making better business decisions beyond tax reporting.14:24 – 18:05 – Delivery Margin as the Core Metric: Agencies should aim for delivery costs to stay under 50% of AGI, enabling better spending on overhead and stronger profitability.21:44 – 26:44 – Lever 1: Average Cost Per Hour: Lowering the average cost of labor through delegation and improved processes helps reduce delivery costs and increase profitability.28:03 – 31:55 – Lever 2: Average Billable Rate (ABR): Maximizing revenue per hour of delivery time, regardless of billing model, improves margins—either by pricing higher or working more efficiently.34:17 – 38:24 – Lever 3: Utilization Rate: Utilization measures how much team capacity is spent on client work; improving it by selling more work or adjusting staff size directly affects profitability.42:01 – 44:45 – Utilization Benchmarks: Weekly and annual utilization targets vary by role; producers should aim for 75%+ weekly, and teams should average 50–65% annually including all roles.45:27 – 49:26 – Impact of Levers on Profit: A case study illustrates how modest gains in utilization and ABR can shift profit margins from 10% to 40%, increasing valuation by up to 500% without hiring or cutting overhead.Show NotesAll-in Agency SummitChris Dubois & Dynamic Agency OSFree Agency Profit ToolkitFree access to our Model PlatformParakeeto Foundations CourseLove the PodcastLeave us a review here.

Cassi Niekamp left a corporate career in sales and bought Bowden Fence Company four years ago. She's grown top line revenue 5x and improved the business tremendously but still feeling lots of stress managing that growth. We discuss what the business is worth today, if she would sell soon, and what she's focused on for 2025. Cassi Niekamp: https://x.com/cassiniekampBowden Fence: https://www.bowdenfence.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode of Shoot the Moon, Revenue Rocket's Mike Harvath, Matt Lockhart, and Ryan Barnett explore one of the most overlooked tension points in M&A: the financial document request.You've nailed the strategic and cultural fit — but when it comes time to share financials, things stall. Why? It often boils down to trust, financial hygiene, and timing.

Daniel Magazu's first entrepreneurial venture was a landscaping and mulch business he started during college. With the mulch business he cracked the code on Facebook group marketing, and has since gone all in on scaling his marketing agency business, Ride The Wave. It's growing very quickly and has 96% retention rate. We discuss what the mulch business might sell for today, what the agency might sell for, and Daniel's long term goals. Daniel Magazu on X: https://x.com/DannyMagazuRide The Wave: https://ridethewave.info/Clint Fiore & Dealonomy: https://dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Send us a textFeeling overwhelmed by growth? In this kickoff episode of Strategy, Scale, Exit, Steve challenges the biggest myth in business: that more revenue means more success.Through real stories and hard-won lessons, he breaks down why most companies stall when scaling—and the three foundations that separate busy businesses from valuable ones: systems, financial discipline, and focused strategy.If you're serious about building a company that runs without you (or one worth selling), this episode is your blueprint.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.Want to see if you're a fit for our KPI Kickoff? Check it out here: https://www.coltivar.com/boost Support the show

Christian Kobes is quickly scaling 19:21 Consultants Co, an independent health insurance and employee benefits firm. They've found their niche providing better, modern service to clients with +50 employees. Christian expects revenue to nearly double again this year. We discuss the M&A landscape in health insurance, what their company might be worth today, and if they'd sell soon. Christian Kobes on X: https://x.com/christian_kobes19:21 Consultants: https://www.1921consultants.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Importance of Communication and Marketing Alignment - Business Valuation & Mergers and AcquisitionsWelcome to ValuationPodcast.com, your hub for discussions about business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. In this episode, we're joined by Loretta Tarozaite from Las Vegas, a renowned executive presence strategist. We'll delve into the crucial roles of communication and marketing alignment in business, exploring how they contribute to investor confidence, particularly in scenarios like mergers and acquisitions.Podcast Questions:Can you explain how cohesive communication and marketing strategies can build investor confidence for companies preparing for mergers or acquisitions?What is the difference between strategy and execution?How does storytelling affect your company and leadership presence?What's the difference between storytelling for personal vs. business brands?What are the most common communication mistakes you see leaders make, and how do these missteps affect their personal brand and the company's presence in the market?Key Takeaways:The Role of Executive Communication: Executives need to recognize the importance of their involvement in storytelling and brand messaging. Effective communication not only aligns with marketing but also enhances brand equity and leadership visibility, critical during phases like mergers and acquisitions.Understanding Cohesion in Messaging: Cohesion in communication and marketing is essential. Disjointed messages can lead to confusion internally and externally, affecting brand perception and employee alignment with the company's vision.Strategic Storytelling: Storytelling is not just about crafting a narrative; it's about making the company's mission relatable and transparent to its audience. This involves all levels of the organization to ensure the message resonates through every medium utilized.The Importance of Consistent Reevaluation: Founders and executives should regularly review and refresh their communication strategies to ensure they remain relevant and impactful. This is particularly important for businesses contemplating significant transitions like selling the company.Integrating Executive Teams in Storytelling: Storytelling should involve not just the founder but also key stakeholders within the company. This collective approach helps encapsulate diverse perspectives and ensures a richer, more comprehensive brand narrative.Connect with Loreta:loreta@loreta.todayhttps://www.loreta.today/Connect with Melissa:Melissa Gragg  CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163divorce mediator near me,divorce advice,divorce mediator st louis,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,mergers and acquisitions,leadership presence,marketing alignment,personal branding,corporate brand,corporate branding,Strategic Storytelling,storytelling for business ownersSupport the show

Furkan Yuce started Elevation Flooring with a couple scrappy partners and $2500 in the bank 7 years ago. Since then they've grown it organically to $7M revenue in 2024 and they're on pace for $10-12M in 2025. They've built some unique advantages that help them scale and be competitive like proprietary software and a back office team in Turkey. We discuss what the company is worth today, working capital constraints and what number might tempt Furkan to sell or not. Furkan Yuce on X: https://x.com/FurkYuceClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Do you ever dream of selling your property management business one day? Or just curious about its current value? In this insightful episode, Marc chats with property management consultant Deb Newell about the ins and outs of selling a property management business. This conversation dives deep into key factors that influence a company's valuation, including EBITDA multiples and contract terms.    Deb shares her expertise on determining the right time to sell, identifying potential buyers, and what steps owners should take now to maximize their company's appeal in the future. This episode is packed with valuable advice on preparing your business for sale and understanding the current market dynamics.   Whether you're considering selling soon or just want to increase your company's value, this episode offers essential guidance from industry experts.   To connect with Deb check out https://www.propertymanagementconsulting.com.   Manage more doors with less stress with LeadSimple!   Grow your property management business with PMW.   Rentvine - the property management software you can trust   To find out more about Marc's coaching services click here.   Join Marc's new property management Facebook group This podcast is produced by Two Brothers Creative.

For additional resources for #eventprofs visit www.productionvaluematters.com In this candid episode of Production Value Matters, host Matthew Byrne is joined by Aaron Kaufman, President of Fifth Element Group. They discuss the current state of the events industry, challenges to professionalization, and the necessary steps to transform events from a vocation into a legitimate industry with standards, ethics, and business credibility.

In this episode of Your Life Simplified, Daniel Sharkey, senior wealth advisor, and Tom Tilley, managing director, mergers & acquisitions, discuss the aspects of navigating the sale of your business and exercising as much control as possible. Tune in for valuable insights on preparing your business to go to market, navigating exit strategies as well as tax and income implications of the sale.

Tim Ryan has successfully built a pool cleaning business from scratch and sold it - 4 times over! Why does he keep doing it? He's been building a software for pool cleaning companies and is committed a scalable SaaS venture. We discuss what he learned with each exit, the sale multiples, and what his software company, Symbri, might be worth today.Tim Ryan on X: https://x.com/KenziesPoolBoySymbri: https://symbri.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

To celebrate Women's History Month, we are excited to share a special episode for our FVS Valuation podcast which explores the diverse backgrounds of several business valuation leaders, their paths into a career in business valuation, and their journeys to becoming experts in the field.  The conversation highlights the many routes that can lead to success in business valuation, including  The significance of obtaining the Accredited in Business Valuation (ABV) credential and how it has impacted their careers Their strategies for achieving a healthy work-life balance while excelling in their professional roles The role of mentorship and support systems in their career development and success Please be sure to register for our upcoming Fireside Chat on Tuesday, 3/25, where we will have an extended conversation with our esteemed guests and gain further inspiration and insights from their experiences. Register now to secure your spot!  Guests:  Bethany Hearn, CPA/ABV, Partner, MH CPA PLLC Kathy Johnson, CPA/ABV/CFF/CGMA, Vice-President, J.S. Held LLC Tiffany Mellow, CPA/ABV, Practice Leader and Shareholder, Perkins & Co  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  https://fvssection.libsyn.com/fvs to access the show notes with direct links.  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 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 From the FVS Valuation Podcast archives  Women in FVS, A Multigenerational Perspective - Part 1 Women in FVS, A Multigenerational Perspective - Part 2 Increasing Engagement with FVS Emerging Professionals 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      

In episode 50 of the Law in the Family podcast, host Aaron D. Weems speaks with Andrew Kelly from RSM about the ins and outs of business valuations, and how lawyers can maximize the value of the work product, the process, and how to collaborate with your expert.Andrew Kelly is a Director on RSM US LLP's Financial Investigations and Dispute Advisory Services team based in Philadelphia, Pennsylvania. In his current role, Andrew serves as a financial forensics expert witness and litigation consultant with concentrations on valuation, financial analysis, and forensic accounting services. His services include valuing privately owned businesses for family law matters. He has provided expert witness testimony in the Commonwealth of Pennsylvania, State of New Jersey, State of Delaware, and State of Texas. The Law in the Family podcast host, Aaron D. Weems, is a partner and family law attorney at Fox Rothschild LLP in Blue Bell, Pa.*audio editing, voice over & music by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Nick DeMatteo

Brendan Dawson is the founder of Accident Plan, a niche software company solving big problems in commercial trucking. AccidentPlan is a risk management SaaS platform for trucking that mitigates common pitfalls when a commercial vehicle crashes to help keep companies major lawsuits and keep their insurance rates down. Brendan and Clint debate the valuation if it might sell to a strategic partner or whether a cash flow buyer would pay what Brendan wants. We also discuss what it might look like to take a partial sale or growth equity.Brendan Dawson on LinkedIn: https://www.linkedin.com/in/brendandawsonmanwithtruck/Accident Plan: https://www.accidentplan.com/Clint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

What's holding your business back from reaching its full potential? In this episode of the Exit Insights podcast, Darryl Bates-Brownsword is joined by Kevin Harrington to dive into the transformative power of capacity planning. Learn how to: ✅ Spot and fix operational bottlenecks. ✅ Ensure sustainable growth without cash flow crises. ✅ Transition from focusing on revenue to driving valuation. With real-life examples and practical advice, Kevin explains how capacity planning can help you work smarter, run your business more efficiently, and ultimately maximise its value. Whether you're thinking about exiting your business or simply looking to scale, this episode is a must-listen for business owners who want to take control of their future.

What if the path to successful entrepreneurship isn't just about finding a compelling market idea, but also about crafting an intentional exit strategy that benefits an entire community? On this episode of The Angel Next Door Podcast, we dive into an unconventional exit strategy that prioritizes employees and community sustainability. Marcia, our host, welcomes Gina Schaefer, a pioneering entrepreneur who transitioned her successful hardware store chain to an Employee Stock Ownership Plan (ESOP), ensuring her legacy and providing her team with a stake in the business – not to mention a nice payout for her and her family.Gina Schaefer, along with her husband Mark, founded what began as a single hardware store in a once-struggling neighborhood in Washington, D.C., and expanded it to a 13-store enterprise under the Ace Hardware cooperative. Her entrepreneurial journey, defined by community revitalization, culminated in a unique exit strategy that included selling a 30% stake of the company to its employees through an ESOP, with plans to eventually transition to 100% employee ownership. Gina's commitment to her team and community shines through, highlighting her innovative approach to succession planning.In this must-listen episode, Gina unravels the process of establishing an ESOP, discussing the transformation it brings to company culture, employee ownership, and wealth generation. Listeners will gain insights into the benefits and complexities of ESOPs, as well as the broader impacts on community and economic structure. By highlighting this thoughtful and community-oriented exit strategy, Gina's story offers a fresh perspective on how entrepreneurship can go beyond personal success to foster community growth and empowerment. To get the latest from Gina Schaefer, you can follow her below!https://www.linkedin.com/in/ginaschaefer-speaker/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood

Judgments rendered in family court cases are appealable by the same means and standards as rulings on other types of matters, but the personal nature of legal matters involving families creates other factors that eager appellants may want to consider. Michele Jochner, a Partner at Schiller DuCanto & Fleck LLP, is experienced with advising her clients on the nuances, both legal and emotional, that should be taken into account when considering the appeal of decisions impacting visitation, finances, and more.Michele recently presented "How To Prepare Your Divorce Case for Potential Appeal" as part of Business Valuation, Financial, and Tax Issues in Divorce 2025. Available now for online on-demand viewing. IICLE® is a 501(c)(3) not-for-profit based in Springfield, Illinois. We produce a wide range of practice guidance for Illinois attorneys and other legal professionals in all areas of law with the generous contributions of time and expertise from volunteer attorneys, judges, and other legal professionals.

Send us a textMaster business finance for free with 100+ video lessons—no gimmicks, no hooks, just valuable knowledge: https://www.byfiq.com/Think you understand cash flow? Steve puts your financial knowledge to the test in this interactive trivia-style episode.From the difference between profit and cash flow to why profitable companies still go bankrupt, this episode breaks down key financial concepts that every entrepreneur and business owner needs to know. Whether you're a finance pro or just getting started, this one will challenge what you think you know.Are you ready? Let's play.Disclaimer:BYFIQ, LLC is a wholly owned entity of Coltivar Group, LLC. 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.byfiq.com/terms-and-privacy-policy for additional important information.Get your copy of Cash Flow today!Continental US: Claim your free copy hereWorldwide: Available on Amazon Support the show

In this episode, I talk with Ryan Hutchins, founder and president of Peak Business Valuation, about the intersection of leadership, education, and business growth. Ryan discusses the overlooked risks small business owners face and the crucial role of leadership in navigating these challenges. He shares insights on business valuation, the company's impressive growth, and the importance of hiring for a growth mindset. Our conversation also touches on the dynamics of running a business with a spouse, emphasizing communication and support. Listeners will learn the value of continuous learning and resilience for sustainable organizational success.

David Barlev started Goji Labs with his business partner 10 years ago. Goji Labs is a digital product agency building custom software, apps, and tools to drive business outcomes. They're grown steadily to $6.5M revenue and +35% EBITDA margins. We discuss what Goji might be worth today, if they'd sell the business or not, and what a deal structure could look like. David Barlev on LinkedIn:  https://www.linkedin.com/in/davidbarlev/ Goji Labs: https://gojilabs.com/Clint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Join host Lucas Sherraden as he delves into real estate exit strategies with Jeanette Spinelli, an Austin-based luxury market expert and author of "Real Estate Exit Blueprint." Jeanette shares her journey of transitioning from relentless selling to a balanced life, emphasizing the importance of planning and assessing business value. She offers insights into building transferable businesses, leveraging partnerships, and ensuring continued income while maintaining client relationships. Discover the strategic steps for a graceful business transition and learn how to create a blueprint for freedom in real estate. Connect with Jeannette at https://www.spinelliresidentialhomes.com/ Order The Real Estate Exit Blueprint ---------- Visit www.builthow.com to sign up for our next live or virtual event. Part of the Win Make Give Podcast Network

Valuing the Worth of Your IT Services Company: Internal vs. External Valuation Considerations. In this episode we cover:Understanding the Role of Valuations in IT Services CompaniesImportance of Valuations for IT Services CompaniesInternal valuations and Corporate GovernanceDifferences Between Internal and Open Market ValuationsProviders of Valuations and Regulatory ConsiderationsBest Practices for Periodic Valuations Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

Matt Glaros joined his small family health insurance brokerage, helped grow it 3x, and recently sold to a large strategic buyer, Hub. He's enjoying working for Hub and business is cranking more than ever. We discuss what went into the decision to sell and how they ended up a very high multiple between 15-20x earnings. Matt and his business partner have also started buying small print shops in Indiana - seeing relatively cheap multiples and lots of similarities to the insurance business. Matt Glaros on LinkedIn:  https://www.linkedin.com/in/matt-glaros-67790650/ Meyers Glaros Insurance: https://www.meyersglaros.com/Clint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Maximising your business valuation goes far beyond just cutting costs. In this episode of the Exit Insights podcast, Darryl Bates-Brownsword and Kevin Harrington reveal the secret formula: Profit x Multiplier = Valuation—and how to work smarter, not harder, to double your business's worth. Discover why focusing on the multiplier can make a bigger impact than profit alone. Learn how reducing risk, building a strong company culture, and developing a robust brand can significantly increase your business's value. Plus, find out why adjusted EBITDA is the real number buyers care about.

Overview: In this episode of the SMB Community Podcast, hosts Amy Babinchak and James Kernan discuss various topics including the aftermath of the Super Bowl, the trends in mergers and acquisitions, and the effectiveness of Microsoft Action Pack programs. They explore the potential of AI in increasing productivity through a new book, 'AI Productivity Leap', and AI project management software. The episode also covers trending news from the growth trends of tech franchises to leadership changes in major companies.   Chapter Markers:   00:00 Introductions  00:52 Super Bowl Recap and Reactions 06:15 MSP Question of the Week: What is the Value of my MSP?  13:36 T-Mobile and Starlink Partnership 16:10 DeepSeek Hack and Government Response 17:27 Microsoft Action Pack Program Ending 19:02 Franchise Growth in the IT Industry 20:49 CEO Shuffling in the Tech Industry 21:28 Weekend Reads: Intel and Kaseya Leadership Changes 23:59 5 Minutes with a Smart Person Interview: Manish Bhardia of AIMEY.AI 27:49 AI Productivity Leap: The Book  36:22 Upcoming Industry Events 40:51 Conclusion and Final Thoughts   New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI   Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Dr. David Ensley has built Celebrate Dental & Braces in Austin to $1.5M revenue and $500k EBITDA within 3 years. He has his sites on multiple offices in Austin, and he's also a partner in a larger DSO that does +$70M of combined revenue. We discuss what his practice could sell for now, how valuations range from 3x to 15x, building vs buying, and different DSO structures. David Ensley on X: https://x.com/theDSOguyClint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Shane Ehrsam bought North Texas Trailers just a few years ago. Since then he's grown revenue to $11.5M, improved the team and tech, and maintained healthy margins. We dig into what the business is worth today and if he would sell soon, capital allocation for inventory vs real estate vs new acquisitions, and and how he thinks about building the best business it can be so it's a sellable asset.North Texas Trailers: https://www.northtexastrailers.com/Shane Ehrsam on LinkedIn: https://www.linkedin.com/in/shane-ehrsam/Clint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/Walker Deibel & Acquisition Lab: https://acquisitionlab.com/

Robert Mayer has built an amazing business with Arizona Party Bike. It's a unique tour company based in Arizona specializing in pedal-powered party bikes where guests can enjoy their favorite adult beverages on board. He's been a pioneer in the industry bringing the model to the US, manufacturing the bikes for other locations, franchising, and even getting involved in legislation related to party bikes having alcohol. Clint explains why his current business is worth a high multiple, Robert debates selling, and Robert reveals some big expansion plans. Robert Mayer on X: https://x.com/RobertMayerArizona Party Bike: https://www.arizonapartybike.com/Clint Fiore & Bison Business: https://bisonbusiness.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

In this episode of Small Biz Florida, host Tom Kindred broadcasts from the 2024 FLAGGL Conference, focusing on government-guaranteed lending, particularly SBA loans. Featuring guests Matthew Barrett, Business Executive at Withum, and Brian McIntyre, Partner at Withum (Forensic & Valuation Services), the discussion covers the importance of business valuations and strategies for increasing business value. They emphasize the integral role of professional accountants in small business success. Listeners will gain insights into how precise financial reporting and clean business operations can facilitate smoother SBA loan processes and improve overall business value. This podcast episode was recorded live at the Florida Association of Government Guaranteed Lenders annual conference hosted at the JW Marriott in Orlando. This podcast is made possible by the Florida SBDC Network and sponsored by Florida First Capital. Connect with Our Guests: Withum

Welcome back and Happy New Year! We set 2025 off on the right foot with a Bomb episode! In this episode, I sit down with Chad Peterson, a no-nonsense expert with over 25 years of experience buying and selling businesses. We cut straight to the chase, breaking down why buying businesses is smarter than building them, how to leverage creative financing, and how to capitalize on the $10 trillion wealth transfer happening right now. You know me — I love bringing on guests who are actually doing the work, not just talking about it on social media. Chad's one of those guys. If you've ever thought about buying, selling, or scaling a business, this episode is packed with insights you can't afford to miss!

Today we're taking a deep dive into the fascinating world of business valuations. Having studied this intricate subject over the past year, I am excited to demystify the process for you, explaining it through the lens of a CFO.   From selling your business to buying out a partner or navigating estate planning, understanding business valuations is key. I'll share practical scenarios and valuable insights on how to maximize your business's worth, prepare for strategic planning, and choose the right valuation expert. Tune in to learn why getting a business valuation could be beneficial, even if a sale isn't on your immediate horizon.   What You'll hear in this episode: [0:30] Understanding the Basics of Valuation [1:45] When to Consider a Business Valuation [2:31 The Role of Valuation in Buying and Selling [3:15] Valuation in Partnerships and Equity [5:55] Valuation in Mergers, Acquisitions, and Estate Planning [7:00] Valuation for Litigation and Strategic Planning [8:10] Preparing for a Business Valuation [10:25] Choosing the Right Valuation Expert [12:35] Essential Documents for Valuation   If you like this episode, check out: The Steps to Selling a Business Essential Phases in Selling Your Business How to Prepare to Sell Your Business   Want to learn more so you can earn more?  Visit keepwhatyouearn.com to dive deeper on our episodes  Visit keepwhatyouearncfo.com to work with Shannon and her team  Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ  Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/    The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.