Podcasts about business valuations

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

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

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

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

In this podcast episode, Travis Helmig discusses his journey in the business brokering industry, highlighting the unique aspects of working with local businesses and the opportunities available in this niche market. He shares insights on the strengths and weaknesses of being a business broker, the challenges of raising awareness about the profession, and the future goals for his company, BizBroker Plus. The conversation emphasizes the importance of problem-solving and supporting local business owners in their transition to selling their businesses.   Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind:  Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply   Investor Machine Marketing Partnership:  Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true ‘white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com   Coaching with Mike Hambright:  Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike   Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a “mini-mastermind” with Mike and his private clients on an upcoming “Retreat”, either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas “Big H Ranch”? Learn more here: http://www.investorfuel.com/retreat   Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform!  Register here: https://myinvestorinsurance.com/   New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club   —--------------------

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.  The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies.  The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests:   David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host:  Alex Partin, CPA/ABV, Mueller & Partin, PS 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.  AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days  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 AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes:  Why firms are choosing ESOPs What to know when you client is considering employee ownership   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 Valuations performed for employee stock ownership plans (ESOPs) and FAQs  What every valuation analyst should know about employee stock ownership plans (ESOPs)  The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services 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    

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.  The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies.  The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways: ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy. Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners. Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture. Guests:   David Harkins, CPA/ABV/CFF, CFA, Mercer Capital Serena Morones, CPA/ABV, Morones Analytics Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors Host:  Alex Partin, CPA/ABV, Mueller & Partin, PS 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.  AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days  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 AICPA Employee stock ownership plans (ESOPs) resource center Journal of Accountancy articles : Employee ownership and taxes:  Why firms are choosing ESOPs What to know when you client is considering employee ownership   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 Valuations performed for employee stock ownership plans (ESOPs) and FAQs  What every valuation analyst should know about employee stock ownership plans (ESOPs)  The FVS Valuation Podcast archives From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services 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    

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

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

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

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

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

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

Send us a textSage Memorial Hospital's journey from a four-room adobe building in 1911 to a state-of-the-art healthcare facility represents more than a century of serving the Ganado community. This episode, REDW National Tribal Practice Leader Wes Benally welcomes Melinda White, CEO of Sage Memorial Hospital, to discuss the hospital's remarkable transformation and its commitment to blending Western medicine with traditional Navajo healing practices.Melinda, who was born at Sage and returned as CEO three years ago, shares how the hospital is redefining healthcare in Indian Country—from building sweat lodges and hiring traditional healers to implementing cutting-edge technology and expanding critical services like ICU, dialysis, and elder care. She discusses workforce challenges, the importance of keeping patients close to home, and the vision for continued growth while maintaining the strong foundation of traditional values.Chapters00:00 - Introduction and Welcome01:03 - Melinda's Background and Connection to Sage Memorial Hospital03:54 - The History: From 1911 Mission to Modern Healthcare08:47 - Incorporating Traditional Values in Modern Care12:34 - Innovation and Modernizing Healthcare Delivery15:55 - Workforce Challenges and Hiring the Right People19:49 - Patient Stories and Keeping Families Closer to Home23:16 - Measuring Success: KPIs and Quality Indicators26:55 - Vision for the Next 5-10 YearsTakeawaysAt Sage Memorial Hospital, traditional healing programs, including sweat lodges, medicine men/women, and future hooghan construction, are being integrated with Western medical care.The new facility achieved a complete transition to paperless operations with comprehensive electronic health records encompassing clinical and financial systems.Key expansion services include ICU, inpatient dialysis, swing beds, elder care facilities, and future plans for labor and delivery and surgical units.The hospital's core mission focuses on reducing patient transfers and keeping families closer to home, lessening the financial and emotional burden of traveling to distant facilities.Quality initiatives are measured through hospital-wide KPIs across four pillars: finance, community, people (HR), and quality.Quality Services. Quality Outcomes. REDW was honored to support Sage Memorial Hospital's transformation through our Client Advisory and Accounting Services (CAAS), Business Valuation, and Risk Advisory expertise. This journey demonstrates a powerful truth: investing in quality advisory services yields the best return. If your tribal healthcare organization is navigating growth or transformation, our team is here to help.

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/

In this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including: Tax effecting PTEs post-TCJA Using the guideline transaction method effectively Managing timing mismatches in real estate appraisals Aligning valuation and transfer dates Differentiating personal vs. enterprise goodwill Whether you're a seasoned valuation professional or an emerging professional, this episode offers practical insights and real-world perspectives to help navigate common valuation scenarios.  Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests:  Tiffany Mellow, CPA/ABV, Perkins & Co David Harkins, CPA/ABV, Mercer Capital Jessica Landay ABV, Harper Hofer Host: Greg Saunders, CPA/ABV, Keiter 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.  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 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 Considerations when using the Guideline Company Transaction Method (GCTM)  How to use MergerShark to improve your market approach | FVS webcast archive FVS estate and gift toolkit Estate and gift valuation case law - key takeaways | FVS webcast archive Working with other appraisers - valuation of FLPs holding real estate         The FVS Valuation Podcast archives Personal vs. Enterprise Goodwill: Key Things to Know Making a Case for Using the Market Approach for Determining Fair Market Value  Real Estate in the Valuation of Operating Entities and Holding Companies  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

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

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 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

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

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 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 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 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 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

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

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/