Podcasts about business valuations

***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

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

The Biggest Challenges When Scaling a Business (and How to Overcome Them)Scaling a business is never easy—especially when you're also planning for an eventual exit. In this episode of ValuationPodcast.com, host Melissa Gragg talks with Mark Howley, seasoned CEO and strategist, about the biggest challenges business owners face when scaling and selling their companies.They cover everything from chasing growth vs. focusing on profits, using debt wisely, building management teams, preparing for due diligence, and knowing when it's time to sell. If you're a business owner aiming to grow beyond $1M to $10M in revenue or preparing for a sale, this conversation is packed with insights you can apply right now.Welcome 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 Mark Howley, financial strategist, CEO, and podcast host of The Mark Howley Show. Mark built, scaled, and sold his company and now shares candid insights on the real challenges of scaling, preparing for sale, and building businesses with lasting value. Whether you're growing past the $1M mark, aiming for $10M+, or planning your exit, this conversation offers practical lessons every business owner needs.Topics Covered:How to avoid “growth traps” and focus on profitabilityThe right time to hire leadership and delegate controlWhy due diligence uncovers more than owners expectGood vs. bad debt in business growthThe emotional side of scaling and selling5 Key TakeawaysProfit over Growth Hype – Scaling isn't just about getting bigger; it's about sustaining profitability and making calculated moves.Focus Over Diversification – Owners often get distracted by chasing too many markets; success comes from doubling down on core strengths.Build a Team That Replaces You – A business dependent on the owner has little transferable value; scalability requires strong middle management.Prepare for Due Diligence Early – Clean books, accurate inventory, and separation of personal vs. business expenses are non-negotiable for a successful sale.Timing Your Exit Is Critical – The best time to sell is when growth is strong, systems are in place, and the future looks promising to buyers.Q&AsQ1: What is the biggest mistake business owners make when scaling?A: Many chase growth at all costs, spreading into too many markets. The smarter path is focusing on profitable niches and building operational systems before expanding.Q2: Why should owners prepare their business for sale even if they're not selling?A: Buyers want businesses that run without the owner. Pre-sale preparation—like clean financials, a strong team, and documented processes—makes a company more valuable and easier to run.Q3: How can small business owners use debt wisely?A: Debt is useful when tied to revenue-generating investments (like marketing or production capacity). It's dangerous when used for overhead, perks, or non-essentials.Q4: What surprises owners most during due diligence?A: The depth of scrutiny. Buyers dig into financials, inventory, tax returns, and operations. Personal expenses hidden in the business often reduce value dramatically.Q5: How do you know if it's time to sell your business?A: Compare the lump sum offer to expected profits over the next 5–10 years. If the offer provides greater certainty and value than holding, it's likely the right time.Connect with Mark Howley:https://www.themarkhowleyshow.com/Connect with Melissa:Melissa Gragg   https://www.valuationmediation.com/Support the show

https://www.youtube.com/watch?v=AoM5IDJs7aQ&t=4s .entry-img img{ display:none !important; } .single .hentry .entry-img{ display:none !important; } https://open.spotify.com/episode/3dt6y0dCZCf7tqpUikFKIz Business valuation is a critical responsibility for CFOs, especially as companies navigate funding rounds, acquisitions, or exits. In this episode, Dan Eyman, Managing Director of Meld Valuation, joins host Kevin Appleby to demystify the process and underscore why understanding true business value is essential for financial leaders. The conversation opens by highlighting the importance of rational, well-supported valuations and the pivotal role CFOs play in ensuring financial organization and transparency. Eyman shares his journey from cell biology to valuation expert, offering practical insights into the common pitfalls founders and finance teams encounter. He explains why valuations can often be “smoke and mirrors,” driven by optics rather than economic reality, and stresses the need for CFOs to be proactive, organized, and realistic. The discussion also explores the impact of market cycles, the influence of AI on valuations, and the necessity of qualitative judgment alongside quantitative analysis. Throughout, Eyman provides actionable advice for CFOs preparing for valuation, emphasizing the value of a strong finance function and a compelling narrative to support the numbers. About Dan Eyman Dan Eyman is the Managing Director of Meld Valuation, a firm specializing in independent, audit-ready valuations for venture-backed startups and venture capital firms. With over two decades of experience in valuation and financial advisory, Dan has worked with early- and growth-stage companies across a range of industries, guiding them through complex financial decisions related to fundraising, equity compensation, and M&A. He is known for his expertise in the valuation of complex instruments such as convertible debt and SAFEs, as well as 409A valuations and ASC 820 fair value measurements. Dan's commitment to delivering clear, defensible valuations has made him a trusted partner to founders, CFOs, and investors. Through Meld Valuation, he continues to support the startup ecosystem by offering insight-driven services that help companies, venture firms, and their stakeholders make informed financial decisions with confidence. Key topics covered: The importance of rational, well-supported business valuations for CFOs Common mistakes founders and finance teams make in the valuation process Why valuations are often driven by optics rather than true economic value The impact of market cycles and AI hype on company valuations The critical role of management quality and organized financials in achieving accurate valuations Actionable tips for CFOs preparing for a valuation process Links Dan Eyman on LinkedIn Kevin Appleby on LinkedIn GrowCFO Mentoring Timestamps 0:04:22 Introduction of Dan Eyman and the importance of business valuation 0:05:17 Dan Eyman's background and entry into the valuation field 0:09:00 Common mistakes in valuation and the need for early CFO involvement 0:13:51 Why valuations can be “smoke and mirrors” and the reality behind headline numbers 0:18:41 The impact of AI and market cycles on valuation trends 0:39:07 The role of management quality and organized financials in valuation 0:45:13 Practical tips for CFOs preparing for a valuation 0:51:09 Final advice for businesses: be rational, organized, and build a compelling valuation story 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.

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.

Are you worried that your business could complicate your divorce and put your financial future at risk?In this episode of Women Winning Divorce, Heather Quick sits down with financial expert Missy DeArk to uncover the hidden challenges women face when a business is part of the marital assets. From understanding different valuation methods to spotting red flags like hidden money, this conversation helps you gain clarity and confidence in protecting what's rightfully yours.By listening, you'll discover:The top mistakes women make when it comes to business valuation in divorce and how to avoid them.How to tell the difference between personal and enterprise goodwill and why it matters for your settlement.The key role a trusted financial expert plays in uncovering the true value of a business.Press play now to learn how to safeguard your financial future and walk away from divorce with the clarity and confidence you deserve.Join us on our podcast as we navigate the complexities of marriage, divorce, separation, and all related legal and emotional aspects, including adultery, alimony, child support, spousal support, timesharing, custody battles, and the financial impact of dissolution of marriage.Interested in working with us? Fill out this form here to get started. Not quite ready? Interact with us on socials! Linktree: https://linktr.ee/FloridaWomensLawGroup Florida Women's Law Group Website: https://www.floridawomenslawgroup.com/Missy DeArk's Links:Official website: https://deandorton.com/team-member/missy-deark-cpa-cff-mba-cva-maff/ LinkedIn: https://www.linkedin.com/in/missy-deark-cpa-cff-mba-cva-maff-5411254 Disclaimer: This podcast is for informational purposes only and is not an advertisement for legal services. The information provided on this podcast is not intended to be legal advice. You should not rely on what you hear on this podcast as legal advice. If you have a legal issue, please contact a lawyer. The views and opinions expressed by the hosts and guests are solely those of the individuals and do not represent the views or opinions of the firms or organizations with which they are affiliated or the views or opinions of this podcast's advertisers. This podcast is available for private, non-commercial use only. Any editing, reproduction, or redistribution of this podcast for commercial use or monetary gain without the expressed, written consent of the podcast's creator is prohibited.Thank you for listening, please leave us a review and share the podcast with your friends and colleagues. Send your questions, comments, and feedback to marketing@4womenlaw.com.

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! —

In this episode of the Expert Network Team podcast, we're joined by Jeff Eliason, Managing Director at SDR Ventures, to unpack the full process of selling your business—and how to position yourself for not just one, but two potential payouts. Jeff breaks down what it means to “run a process,” how to prepare for a successful exit, and why recurring revenue businesses are hot in today's M&A environment. Plus, Jeff Krommendyk shares a firsthand account of navigating an earnout with his own business. You'll learn: - What investment bankers really do - How to protect your valuation during due diligence - Why boring businesses with moats attract serious buyers - What the “second bite of the apple” really looks like - Why AI and recurring revenue are shaping today's deals This episode is a must-listen for business owners exploring succession, sale, or scaling. Geoff S. Eliason, Principal SDR Ventures geliason@sdrventures.com 720.221.9220 Expert Network team provides free consultations. Just mention that you listened to the podcast. Nathan Merrill, attorneyWorking with affluent families and entrepreneurs in implementing tax-efficient strategies and wealth preservationGoodspeed, Merrill(720) 473-7644nmerrill@goodspeedmerrill.comTaylor Smith, attorneyHelping affluent families build their legacy through complex estate planningGoodspeed Merrill(720) 512-2008tsmith@goodspeedmerrill.comwww.goodspeedmerrill.com Jeff Krommendyk, Insurance ExpertWorking with business owners and successful families in transferring riskOne Digital Insurance Agency(303) 730-2327jeff.krommendyk@onedigital.comKarl FrankFinancial planner helping a small number of successful families grow and protect their wealth and choose how they want to be taxedCERTIFIED FINANCIAL PLANNER™A&I Wealth Management(303) 690.5070karl@assetsandincome.comWebcasts, Podcasts, Streaming Video, Streaming AudioA&I webcasts, podcasts, streaming video, or streaming audios are provided free of charge solely for use by individuals for personal, noncommercial uses, and may be downloaded for such uses only, provided that the content is not edited or modified in any way and provided that all copyright and other notices are not erased or deleted.All webcasts, podcasts, streaming video, or streaming audios are subject to and protected by U.S. and international copyright laws and may not be sold, edited, modified, used to create new works, redistributed or used for the purpose of promoting, advertising, endorsing or implying a connection with A&I.A&I reserves the right, at any time and for any reason, to stop offering webcasts, podcasts, streaming video, or streaming audios and to stop access to or use of webcasts, podcasts, streaming video, or streaming audio and any content contained therein A&I shall not be liable for any loss or damage suffered as a result of, or connected with, the downloading or use of the webcasts, podcasts, streaming video, or streaming audios.A&I Wealth Management is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the presenter on the date of the podcast and are subject to change. The information presented is not an offer to buy or sell, or a solicitation of any offer to buy or sell, any of the securities discussed. You should consult with a professional adviser before implementing any of the strategies discussed. Any legal or tax information provided in this podcast is general in nature. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Send us a textWhat really drives business valuation – and how do you make your company truly exit-ready? In this episode of the Exit Insights podcast, host Darryl Bates-Brownsword is joined by regular guest Kevin Harrington to explore the crucial differences between financial optimisation and strategic value creation.Together, they break down:Why CFOs and business architects play complementary roles in exit planningThe difference between tangible financials and intangible growth driversWhat really impacts your valuation multiple beyond just profitHow to create a business that's attractive to buyers AND scalable post-exitReal-world lessons from Bunnings, Homebase, and other brand misstepsWhether you're 3–5 years from selling or just want to build a more valuable business, this episode will help you get laser-focused on what matters most. 

This is Part 9 of Steve Coughran's book Cash Flow. Steve introduces the fifth lever of cash flow: capital. He explains why EBITDA isn't cash flow, how invested capital and ROIC reveal whether a business is creating or destroying value, and the hidden cash traps in receivables, inventory, and CapEx that often strangle growth.LinkedIn | YouTube coltivar.com

This is Part 1 of Steve Coughran's book Cash Flow. Steve lays the foundation of why so many businesses struggle with cash even when they look profitable on paper. He explains the stages of a hidden cash flow crisis, why free cash flow matters more than revenue or profit, and introduces the seven levers that determine a company's value.LinkedIn | YouTube coltivar.com

This is Part 3 of Steve Coughran's book Cash Flow. Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com

This is Part 4 of Steve Coughran's book Cash Flow. Steve breaks down the two main ways businesses are valued: the income approach, based on free cash flow, cost of capital, and growth, and the market approach, based on EBITDA multiples. He explains why understanding both is critical, how multiples impact valuation, and what really drives the worth of your company.LinkedIn | YouTube coltivar.com

Overview: In this episode of the SMB Community Podcast, hosts James and Amy are back to discuss various strategies for making MSP companies more valuable before a sale, including eliminating red flags, organizing business documentation, and having a clear elevator pitch. They also talk about industry trends such as the growing demand for specialized services like cloud computing and cybersecurity, the resurgence of buyer interest in smaller companies, and the impact of AI on business valuations. The hosts review recent cybersecurity incidents affecting major companies and discuss the potential need for a dedicated cyber military force. Additionally, the podcast covers notable industry news including Google's legal battle over search data, Elon Musk's new project to rival Microsoft, and Tesla's strategic shift towards humanoid robots. The episode concludes with upcoming events and courses aimed at helping MSPs leverage AI for their businesses.  --- Chapter Markers: 00:00 Introduction and Hosts Welcome  01:39 MSP Question of the Week: Increasing Company Value 06:09 Trends in M&A for Small Businesses 10:09 Recent Cybersecurity Incidents 14:19 Google's Legal Win and AI Impact 16:26 Elon Musk's New Ventures: Macro Hard and Tesla Robots 20:32 Fall Plans and Upcoming AI Course  --- 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

Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets, review key cases such as Wandry and Procter, and clarify the differences between the various types of formula transfer clauses.  The episode highlights the importance of establishing intent, consistent documentation, and timely valuations, and also provides specific strategies to bolster formula transfers against challenges from the IRS.   Key takeaways include: Evolution of the case law relating to formula transfers Distinctions between defined value, price adjustment, and other clauses Essential strategies and documentation for formula transfers Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guest: Robert H. "Bo" Trudeau, JD, LLM, Purcell, Flanagan, Hay & Greene, P.A. Host: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton 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 VS Section 100 Toolkit   This toolkit is designed to provide non-authoritative guidance on the development of valuation or calculation engagements in accordance with VS Section 100. Statement on Standards for Valuation Services (“VS Section 100” or “SSVS”), Valuation of a Business, Business Ownership Interest, Security, or Intangible Asset   FVS Section Benefit - FVS estate and gift toolkit Stay up to date on the latest FVS estate and gift guidance.  This toolkit will serve as an invaluable resource to keep you up to date on the latest guidance. The FVS Valuation Podcast archives Complexities Of Subsequent Events in Business Valuation Enhancing Professional Growth through AICPA FVS Section Resources and Participation Estate Planning – Anticipating the Change in 2025  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  

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

This is Part 9 of Steve Coughran's book Cash Flow. In this section, Steve introduces the fifth lever of cash flow: capital. He explains why EBITDA isn't cash flow, how invested capital and ROIC reveal whether a business is creating or destroying value, and the hidden cash traps in receivables, inventory, and CapEx that often strangle growth.LinkedIn | YouTube coltivar.com/byfiq

This is Part 4 of Steve Coughran's book Cash Flow. In this section, Steve breaks down the two main ways businesses are valued: the income approach, based on free cash flow, cost of capital, and growth, and the market approach, based on EBITDA multiples. He explains why understanding both is critical, how multiples impact valuation, and what really drives the worth of your company.LinkedIn | YouTube coltivar.com/byfiq

This is Part 3 of Steve Coughran's book Cash Flow. In this section, Steve reveals what truly creates value in a business: generating more cash flow than the cost of your investments. He explains return on invested capital (ROIC), why growth without strong returns destroys value, and how to measure whether your business is actually creating or burning cash.LinkedIn | YouTube coltivar.com/byfiq

This is Part 1 of Steve Coughran's book Cash Flow. In this section, Steve lays the foundation of why so many businesses struggle with cash even when they look profitable on paper. He explains the stages of a hidden cash flow crisis, why free cash flow matters more than revenue or profit, and introduces the seven levers that determine a company's value.LinkedIn | YouTube coltivar.com/byfiq

What if your business could keep growing even when you step away? And what if one day you could cash out for millions? In this episode, Kevin shares how he turned his blue collar hustle into a life-changing exit and the 5 secrets every business owner must know before selling. Here's what we cover: ✅ The #1 mistake that kills your valuation ✅ How to build predictable cash flow and leads buyers love ✅ Why clean books and “add-backs” can mean millions more at closing ✅ The power of having the right people in place before you sell ✅ How private equity buyers really think about your business This playbook will help you build a business worth buying. Learn more about Board Room Elite and how to connect with our community. 

Ryan Price went down the Traditional Search Fund ETA path and realized after a year that it wasn't the right fit. He pivoted, went off on his own and bought an adjacent business through an SBA loan with no money down. Yes, it does happen. :).   Podcast Nuggies: Ryan Price's path from e-comm sales to acquisitions Lessons from leaving a search fund accelerator Buying a speech clinic with 0% down SBA loan Direct outreach vs. cold emails in finding deals Challenges with sellers, employees, and cash flow The reality of the post-acquisition J-curve   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

Pest control companies sell for some of the highest multiples of any services businesses - this podcast uncovers why. Patrick Dichter and Clint Fiore interview Casey McDaniel, the co-founder of King Pest Solutions. We discuss Casey's journey of scaling to +$2M within 3 years, what the business might sell for today, and Casey's exit number he'd be happy to 'retire' with. Casey also details the ups and downs of a recent tuck in acquisition and how they think about organic growth vs buying more pest control companies. Casey McDaniel on X: https://x.com/pestctrlguyKing Pest Solutions: https://www.kingpests.com/Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonomy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Want to grow your business? Download your free roadmap today: coltivar.com/growth Buying or selling a business can go wrong fast. Pay too much as a buyer and you'll regret it. Sell too soon and you might leave millions on the table. In this episode, Steve Coughran shares a CFO's perspective from years of buying, building, and selling companies worth over a billion dollars. He breaks down the three main ways businesses are valued, the four factors that drive valuation up, and the eight hidden risks that drag it down. Whether you're looking to acquire a company or prepare for an exit, this episode shows you exactly what investors look for—and how to maximize the value of your business. 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. LinkedIn | YouTube coltivar.com/byfiq

The Financial Operator Podcast: Cash In, Chaos Out | Ep. 64 | Selling Businesses With Purpose & Profit Link to video podcast episode: https://youtu.be/2_N758pI-DM  Empowering Women in M&A: Rachel Boynton's Inspiring Journey

How to Scale Beyond 7 Figures Through Strategic Business Acquisitions and Creating Maximum Value Here's what drives me absolutely crazy - I watch brilliant entrepreneurs work themselves to death chasing organic growth while missing the strategies that could multiply their wealth overnight. Everyone's obsessing over marketing tactics, but they're ignoring the playbook that the ultra-wealthy have been using for decades. In this episode, I sit down with Richard Parker to expose how buying businesses at lower multiples and integrating them into higher-multiple operations literally manufactures instant equity. We dive deep into the six factors that determine premium valuations and how cross-pollinating customer bases creates geometric multiplication of wealth. Richard Parker is a serial entrepreneur and acquisition expert who has bought and sold countless companies, with some investments reaching $200 million. He's worked in family offices for ultra-high-net-worth individuals whose names you'd instantly recognize, helping them multiply wealth through strategic business moves while actively doing deals himself. What I love about Richard is he doesn't just teach theory - he shows you the exact frameworks that separate those who build nice businesses from those who create generational wealth through strategic acquisitions and premium exits. KEY TAKEAWAYS: When you buy a business at a lower multiple and fold it into your higher-multiple company, you create instant wealth - this "accretion" strategy is how public companies have built empires for decades. Strategic acquisitions aren't just about revenue - you're buying proven IP, marketing systems, client databases, and the ability to cross-pollinate offerings between customer bases for geometric growth. The six factors that determine premium valuations: unique competitive advantage, founder independence, multiple revenue streams, 50%+ monthly recurring revenue, sub-5% churn rate, and comprehensive data intelligence. As your business scales past the million-dollar mark, you can't fly by sight anymore - you need instrument navigation like a pilot in the clouds, with metrics measured to decimal points and KPIs for every employee. Recurring revenue (contractual subscriptions) commands massive valuation premiums over reoccurring revenue (historical customer patterns) - the difference between predictable cash flow and hopeful projections. A-players deliver 10:1 ROI with minimal management, B-players give 2-4x but need guidance, and C-players often break even or lose money when you factor in opportunity costs and your management time. The wealthiest entrepreneurs don't extract every dollar for lifestyle inflation - they live below their means and reinvest profits at 4-5x business multiples, knowing every dollar becomes $4-5 at exit. Don't let loyalty bankrupt your business - if someone isn't the right fit, letting them go benefits everyone, including giving them a chance to find where they can truly thrive. Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites: www.PredictableProfits.com

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.

3 Listings. 2 listed by brokers. 1 listed by the owner.   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   Community Launch! -September Co-Hort Launch!   Listing 1 - Dental office - https://www.bizbuysell.com/business-opportunity/dental-practice-for-sale/2384947/ Listing 2 - Marketing Agency - https://www.bizbuysell.com/business-opportunity/turn-key-marketing-agency-w-high-monthly-recurring-revenue/2378252/ Listing 3 - FBA Business - https://www.bizbuysell.com/business-opportunity/profitable-amazon-fba-pet-care-brand-20k-monthly-profit/2359420/

Most agents focus on production—but few ever stop to ask what their business is actually worth. In this solo-episode, I break down the real estate business valuation framework every agent should know. Learn what makes a business valuable, how to structure a successful sale or acquisition, and how to increase the value of your business—whether you're years from retiring or ready to scale today. Use our free calculator to find out what your business is worth right now: https://cyanidepuppy.com/adintl/proinsight-calculator/

We dive into the risks for both the buyer and seller here. THIS episode started out as a personal conversation that turned into something we needed to record publicly. Ryan is fantastic. You'll love this episode. Even the best experts make mistakes.   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

Mark and Katie Fleming from Owner Actions have one of the most interesting business models we've heard from guests. They've taken experience in wealth management and marketing to owning a diverse portfolio of businesses that includes cleaning companies, restaurants, and HVAC. Katie and Mark take % of ownership to help with finding deals, diligence, advising, and post close accounting and marketing. We discuss the challenges and rewards of their unique "for equity" model, the importance of finding the right partners, and how they leverage platforms like TikTok to connect with potential partners.Owner Actions: https://owneractions.com/Owner Action on TikTok:  https://www.tiktok.com/@owneractions Katie Fleming on LinkedIn: https://www.linkedin.com/in/katiemfleming/  Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.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 actually building a business you can sell — or just a high-paying job you'll eventually walk away from?Many Canadian entrepreneurs dream of cashing out with millions thanks to the lifetime capital gains exemption. But the harsh reality? Most Canadian small business owners never sell — and if they do, the price tag is often far lower than expected. This episode unpacks a real-world case of a tech consultant earning 7 figures in revenue, yet struggling to make the business saleable.By listening, you'll discover:Why top-line revenue means little if your business relies solely on youThe truth about qualifying for Canada's lifetime capital gains exemption (and how few actually do)A smarter corporate structure that protects your wealth and gives you real retirement optionsIf you're building a business with the dream of one day selling it — press play now to find out if that dream is really within reach.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.For Canadian entrepreneurs seeking financial freedom and early retirement, building a business isn't just about revenue — it's about structuring for long-term wealth. Whether you're navigating a potential business sale, planning around the capital gains exemption, or optimizing your corporate structure, effective financial planning is essential. From salary vs dividends strategies to RRSP optimization, real estate investing in Canada, and leveraging corporate wealth planning, the right system can support a modest lifestyle wealth approach or ambitious financial independence goals. Through expert business valuation, capital gains strategies, and tax-efficient investing, small business owners can align their Canadian wealth plan witReady 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.

This is how you save time.     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://peakbusinessvaluation.com/contact-2/   YouTube - Need more hands-on videos? - https://www.youtube.com/@letsbuyabusiness

The Cash Flow Blueprint every business owner wishes they had sooner: coltivar.com/cashflow Shark Tank is entertaining—but it's also one of the best crash courses in real-world finance. This episode breaks down the biggest money mistakes founders make on the show (and in real life), what investors actually care about, and why revenue is not the same as wealth. If you're building a business, thinking about buying one, or just want to get smarter with money, this one's packed with takeaways that could save you from costly mistakes. 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. byfiq.com

A special 'behind the scenes' episode where we break down how businesses get valued, what it's like to list them for sale, and pointers for sellers to get a deal done. Clint and Patrick discuss the importance of qualifying a business for sale, understanding seller's discretionary earnings (SDE), and determining an appropriate asking price. The conversation also covers the listing process, evaluating offers, and the significance of maintaining strong relationships with potential buyers. We also highlight best practices for sellers, the challenges of the closing process, and the financial implications of legal and broker fees. Eversite - show sponsor & digital marketing: Eversite.com/inspiredClint Fiore & Dealonmy: https://www.dealonomy.com/Patrick Dichter & Appletree: https://appletreebusiness.com/

Want to Start or Grow a Successful Business? Schedule a FREE 13-Point Assessment with Clay Clark Today At: www.ThrivetimeShow.com   Join Clay Clark's Thrivetime Show Business Workshop!!! Learn Branding, Marketing, SEO, Sales, Workflow Design, Accounting & More. **Request Tickets & See Testimonials At: www.ThrivetimeShow.com  **Request Tickets Via Text At (918) 851-0102   See the Thousands of Success Stories and Millionaires That Clay Clark Has Helped to Produce HERE: https://www.thrivetimeshow.com/testimonials/ Download A Millionaire's Guide to Become Sustainably Rich: A Step-by-Step Guide to Become a Successful Money-Generating and Time-Freedom Creating Business HERE: www.ThrivetimeShow.com/Millionaire   See Thousands of Case Studies Today HERE: www.thrivetimeshow.com/does-it-work/  

Originally loaded October 18th, reloaded July 3rd. Wednesday June 12, 2024, MBN's Jeffrey Mosher hit the road and caught the VIP Q & A Workshop session following a Leadership Talk. This is audio number 2 of 3 from that day. In this video you catch a can't miss event where the gathering in REO Town heard from Matthew Pollard, the Rapid Growth Guy. Mr. Pollard was kind enough to stick around and answer several questions for the set hosted by Reuben Levinsohn of Washington Avenue Advisors in this nearly 50 minute session. Overall points covered, included: The Importance of Business Valuation and Systemization Creating a Business that is Sellable and Achieving Goals Storytelling and Marketing Effective Communication and Sales Personal Storytelling and Introversion Case Studies and Long-term Planning It preceded a Business Valuation Workshop including Michael Maddox, host of MBN's ‘Getting A Grip' from the Cadillac Room Wednesday, June 12th. In the Business Valuation Workshop, for the next video attendees discover the 8 keys to unlocking growth, building a great organization, and achieving clarity in your company's vision. Led by industry experts Reuben Levinsohn and Nicholas Pope of Washington Avenue Advisors, and joined by Professional EOS Implementer Mike Maddox, this series equips entrepreneurs with the tools to maximize their business's value and prepare for a successful exit. Upcoming videos will share from that part of the day. Our live workshop series will help you to: • Understand the 8 drivers of business growth • Understand the 6 keys to building a truly great organization • Learn how to achieve a clear company vision • Instill discipline and accountability throughout the organization • Roll up your sleeves and confront organizational issues head-on • Strengthen your business and produce powerful results Don't let your business stagnate—join us to strengthen your business and produce powerful results! Who should attend in October if you missed the June event? Open-minded and growth-oriented owners and leaders of businesses with 10 or more employees, who want to take their company from good to great! These take place directly after Leadership Talks (like June's with Matthew Pollard). Reuben Levinsohn and Mike Maddox were hosting workshops focused on helping you grow your business VALUATION, something very few entrepreneurs focus on with intention in their annual and quarterly growth strategies. We'll also be providing attendees with an opportunity to assess their personal + business ‘Exit Readiness' and build an action plan from it. The events on June 12 and October 17 are in person – with amazing speakers! Breakfast and lunch are provided at these also. Registration for the upcoming October event is required: https://www.waadvisors.com/events » Visit MBN website: www.michiganbusinessnetwork.com/ » Watch MBN's YouTube: www.youtube.com/@MichiganbusinessnetworkMBN » Like MBN: www.facebook.com/mibiznetwork » Follow MBN: twitter.com/MIBizNetwork/ » MBN Instagram: www.instagram.com/mibiznetwork/

Success isn't just surviving chaos—it's building toward your exit.In this episode, I talk with Philip Blackett, founder of Dream Business Makeover and LifeAfter40.com. He's been through the fire—literally rebuilding a cemetery business during COVID while pulling double shifts at Chick-fil-A to make payroll.We talk exit strategy, leadership, and what really works when you've got to grow through chaos.

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/

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.

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