Podcasts about certified valuation analyst

Enhancing Legacy: Modern Strategies for Business Success - a Business Valuation PodcastHi, welcome to ValuationPodcast.com, a podcast about valuation and all things negotiation. My name is Melissa Gragg, and I'm a valuation expert and divorce financial mediator in St. Louis, Missouri. Today we're going to talk about Enhancing Legacy, Modern Strategies for Business Success with Philip Hogan. He's the President of Signing Services of America, LLC. It's a nationwide notary signing service company headquartered in Atlanta, Georgia. So Philip and his team are really disrupting the notary signing industry by embracing creativity, understanding their clients at a deeper level, and providing free weekly notary training sessions. Phillip Hogan is the Founder and CEO of Signing Services of America, LLC, a nationwide notary signing service company with a robust database of attorneys and CFPB-compliant notary signing agents. Auto, escrow, law firms, and title insurance companies have enormous pressure to prepare and close their loans on time. Phillip recognized the need for virtual partners able to schedule and manage remote signings in a beneficial, convenient manner. Today, with more than 65,000 signing agents in his database, Phillip has created a company dedicated to excellence, creativity, and long-lasting relationships.Podcast takeaways:Industry Disruption: Philip Hogan transformed his traditional notary service into a nationwide, technology-driven company by creatively meeting client needs.Focus on Operations: Initial business success was achieved by prioritizing operational efficiency and scalability to manage high-volume clients effectively.Employee Engagement: Implementing training programs and recognition initiatives like the Notary of the Month has boosted employee satisfaction and service quality.Building Community: Strengthening community ties and maintaining clear communication with staff and clients has enhanced service reliability and trust.Targeted Marketing: Hogan's marketing strategies focus on specific sectors, using tailored messages to build a strong national presence and stand out in a competitive market.Melissa GraggCVA, MAFF, CDFA  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163Phillip Hogansigningservicesofamerica.comlinkedin.com/in/philliphoganinstagram.com/signingservicesofamericabusiness valuation,valuation expert,valuation expert near me,business valuator,business valuation expert,business valuation near me,business valuator missouri,business worth evaluation,certified valuation analyst,business evaluation,notary signing services,notary near me,online notary,online notary services,notary services near me,quick notary,quick notary service,online notary near meSupport the show

Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A)Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I am a financial mediator and business valuation expert in St. Louis, Missouri. Today I have the pleasure and privilege of speaking with Kirk Michie in San Diego, California, and the founder of Candor Advisors. For more than 30 years, he has worked with entrepreneurs, closely held business owners and high net worth families to achieve their strategic planning, liquidity investment, and legacy objectives. In this episode, we are going to talk about using valuation metrics to strengthen the seller negotiations in M&A or mergers and acquisitions. Topics discussed:-How can sellers use valuation metrics as leverage to push for a stronger LOI?-What are the key valuation factors that can serve as a foundation during LOI negotiations?-How can market multiples be strategically used to improve terms within the LOI?-In general, what are some specific risks that can arise for sellers?-Secrets for a successful sale.Connect with Kirk:kmichie@candor-advisors.com https://candor-advisors.com/about-kirkhttps://www.EBITDAUniversity.comConnect with Melissa:Melissa Gragg  CVA, MAFF, CDFA  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163valuation expert,valuation expert near me,business valuator,business valuation expert,business valuation near me,business valuator missouri,business worth evaluation,certified valuation analyst,business evaluation,company valuation,mergers and acquisitions,mergers and acquisitions california,m&a,m&a california,m&a advisory,m&a expert,m&a consulting,current mergers and acquisitions,ebitdaSupport the show

Mastering Your Financial Life — Episode 89 In this episode of Mastering Your Financial Life, Judy Heft interviews Anja Bernier, Managing Director of Efficient Evolutions™ LLC, a company specializing in business sales and acquisitions. Anja is an experienced company sale and company acquisition advisor to small and medium-sized businesses, individual investors and private equity firms. She is also a Certified Business Appraiser and Certified Valuation Analyst. Tune in to the episode to hear about: * The importance of planning ahead for business sales, starting ideally 3-5 years in advance. * Key strategies to increase the value of your business, including customer diversification and financial transparency. * The role of profit margins and reducing discretionary expenses in optimizing business value. * How to effectively prepare your business and key employees for a smooth transition during the sale process. Learn more about Anja Bernier: * Connect with Anja on LinkedIn: https://www.linkedin.com/in/anjabernier * Visit Efficient Evolutions's Website: http://www.efficientevolutions.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com * Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses and multi-site groups navigate the complex landscape of capital or strategic transactions.Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. Questions discussed:-What is currently happening in the dental practice market?-What trends are you seeing as dentists sell their practices?-Who are some of the buyers of dental practices?-What is a DSO and how is this structure connected to private equity?-What are buyers looking for when they are rolling up practices?-What value drivers in a dental practice will get the highest dollar in an exit?-How have DSOs changed the dental practice market?-What does the dental landscape look like for new graduates?Melissa Gragg  CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Maria Melonemaria@caberhill.comhttps://caberhill.com/team/maria-g-melone/linkedin.com/in/mgmcpacva/Support the Show.

Your business is your largest asset and perhaps also your largest emotional investment but do you know what your business is worth? In this episode, we're discussing business valuation with two experts in the valuation profession.  Go Behind The Numbers with Ken May, Partner at Haefele Flanagan and Dave Bookbinder, Executive Director of Valuation Services at Haefele Flanagan. Ken is a CPA and Certified Valuation Analyst. He leads the consulting practice at Haefele Flanagan and also has a diverse public accounting background. He provides accounting and assurance, tax, consulting, litigation, and business valuation services to clientele. Ken's industry exposure includes transportation, financing, manufacturing, distribution, service, and health industries. He also serves as treasurer for the Southern New Jersey Chapter of the Risk Management Association. In this episode we're discussing the many reasons why companies need a business valuation; valuation methodologies and techniques, mistakes that can be avoided; how knowing the value of your business can save you money; and more! The article about EBITDA mentioned in the conversation can be found here: https://bit.ly/3CH5AQA   About Our Sponsor: Haefele Flanagan (HFCO) is a full-service accounting firm that's been serving clients since 1967.  Not your typical accounting firm, HFCO's services extend well beyond tax and audit to include valuation services, strategic and succession planning, leadership development, and more.  When you work with Haefele Flanagan, we help you realize your long-term goals.  Please visit them at www.hfco.com.   About the Host: Dave Bookbinder Dave Bookbinder is Executive Director of Valuation Services at Haefele Flanagan. He's a corporate finance executive with a focus on business and intellectual property valuation and the person that clients reach out to when they need to know what their most important assets are wort. Known as a collaborative adviser, Dave has served thousands of client companies of all sizes and industries.    Dave is the author of two #1 best-selling books about the impact of human capital (PEOPLE!) on the valuation of a business enterprise called The NEW ROI: Return On Individuals & The NEW ROI: Going Behind The Numbers.  He's on a mission to change the conversation about how the accounting world recognizes the value of people's contributions to a business enterprise, and to quantify what every CEO on the planet claims: “Our people are this company's most valuable asset.”

Today I have the pleasure of speaking with Phillip Hayes, Succession Planning Partner of Berman Hopkins. Phillip joined the Berman Hopkins team in 2000 and became the Succession Planning Partner in 2006. In 2010, he was named Managing Partner. He transitioned his role as Managing Partner in 2020 to pursue his passion as the full-time leader of the firm's Employee Stock Ownership Plan (ESOP) practice and launched "The ESOP Guy" podcast, which explains the process of the ESOP transaction from a business owner's perspective.  Phillip has over 30 years of experience in finance and business consulting. In addition to directing Berman Hopkins' strategic efforts, he is a Certified Valuation Analyst through the National Association of Certified Valuators and Analysts. Phillip provides consulting services for a variety of business industries. In this episode, we will be discussing: Why move into the ESOP journey Valuation of an architecture practice How to determine whether an ESOP is for you   To learn more about Phillip join his: Website: https://www.bermanhopkins.com/ Podcast: https://www.journeytoanesop.com/ Facebook: https://www.facebook.com/bermanhopkins LinkedIn: https://www.linkedin.com/company/bermanhopkinscpas/ Twitter: https://twitter.com/bermanhopkins?lang=en   ► Transcription: https://otter.ai/u/ZLyWqhJ4xURgVuhD0kyN0tv2ZQE?utm_source=copy_url   ► Feedback? Email us at podcast@businessofarchitecture.com   ► Access your free training at http://SmartPracticeMethod.com/   ► If you want to speak directly to our advisors, book a call at https://www.businessofarchitecture.com/call   ► Subscribe to my YouTube Channel for updates:   https://www.youtube.com/c/BusinessofArchitecture   *******   For more free tools and resources for running a profitable, impactful, and fulfilling practice, connect with me on: Facebook: https://www.facebook.com/groups/businessofarchitecture Instagram: https://www.instagram.com/enoch.sears/ Website: https://www.businessofarchitecture.com/ Twitter: https://twitter.com/BusinessofArch Podcast: http://www.businessofarchitecture.com/podcast iTunes: https://podcasts.apple.com/us/podcast/business-architecture-podcast/id588987926 Android Podcast Feed: http://feeds.feedburner.com/BusinessofArchitecture-podcast Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9idXNpbmVzc29mYXJjaGl0ZWN0dXJlLmxpYnN5bi5jb20vcnNz   *******   Access the FREE Architecture Firm Profit Map video here: http://freearchitectgift.com   Download the FREE Architecture Firm Marketing Process Flowchart video here: http://freearchitectgift.com   Come to my next live, in-person event: https://www.businessofarchitecture.com/live   Carpe Diem!

Leslie Mamalis, Senior Consultant at Summit Veterinary Advisors, joins Dr. Andy Roark to walk through how she advises veterinary clinic owners or leaders on how and when to consider closing on Saturdays. LINKS: Summit Veterinary Advisors - https://summitveterinaryadvisors.com/ Dr. Andy Roark Exam Room Communication Tool Box Team Training Course: https://drandyroark.com/on-demand-staff-training/ Dr. Andy Roark Charming the Angry Client Team Training Course: https://drandyroark.com/charming-the-angry-client/ Dr. Andy Roark Swag: drandyroark.com/shop All Links: linktr.ee/DrAndyRoark ABOUT OUR GUEST: Leslie is the Senior Consultant with Summit Veterinary Advisors, a nationally recognized business consulting firm. Leslie's specialties include practice valuations, profitability assessments, feasibility analyses, and transition planning for veterinarians across the country. Leslie has an MBA and an MS in Information Technology and became a Certified Valuation Analyst in 2013. She worked for the American Animal Hospital Association (AAHA) for seven years, beginning with management education seminars and then becoming involved with the accreditation program. She is a member of the National Association of Certified Valuators and Analysts, the Veterinary Hospital Managers Association, VetPartners, and the VetPartners Valuation Council. Ms. Mamalis is an author and frequent speaker on practice value, profitability, and owner transition. She is an original columnist in Today's Veterinary Business. Leslie has extensive experience helping veterinarians and managers understand financial reports so they can use that information to increase practice profitability and value.

Professor J.W. Verret (@JWVerret), teaches accounting and finance, securities law, M&A, corporate law and banking law at the George Mason University Law School. A Senior Advisor @messaricrypto, J.W. is a licensed CPA in the state of Virginia, is licensed in financial forensics by the AICPA, is a Certified Fraud Examiner and a Certified Valuation Analyst. He has been a Visiting Professor at Stanford Law School. J.W. served on the Investor Advisory Committee of the Securities and Exchange Commission, where he advised the SEC on matters of investor protection. He serves on the Financial Accounting Standards Advisory Committee, which advises on the development of Generally Accepted Accounting Standards (GAAP). He also serves as faculty liaison to the American College of Business Court Judges. He previously worked as the Chief Economist at the U.S. House Financial Services Committee. J.W. holds a Bachelors degree in Financial Accounting, a Masters in Economic Policy from the Harvard Kennedy School of Government, and a J.D. from Harvard Law School. In this wide-ranging conversation, we discuss J.W.'s work as an advisor at the SEC, his new position at Messari, the future of disclosure, securities laws, and much more. Show highlights: [3:00] J.W.'s introduction to Bitcoin [9:40] Story behind his twitter header [16:30] Learning quickly [22:00] Senior Advisor at Messari [27:00] Understanding Gary Gensler [34:43] Reg X Proposal by LeXPunK [40:00] Crypto regulation [45:00] Expanding the Howey test [51:00] Pillars of securities law [59:00] Crypto as the modern printing press [66:00] Decentralization Disclosure [72:00] DAOs [76:00] Habits & career advice If you enjoyed this episode, please consider leaving a review. You can subscribe to our newsletter to stay updated on the latest episodes.

During this episode, Certified Valuation Analyst and Value Builder Advisor, Reed Warren, dives into how business can best strategize their company's growth. He shares how specialization, verticalization, and productization (SVP) can help business get unstuck. Then, Reed tackles both organic and acquisitive growth, both of which are essential if you want to avoid leaving 50% of your business growth potential on the table. Throughout this episode, he emphasizes planning for the future of your business. This way, when you're ready to exit and move on to your next stage of life, you'll get the value you want for your company.  Resources:  https://itvaluations.com/  https://www.facebook.com/ITValuations-304745727015281/  https://www.linkedin.com/company/it-valuations/  https://www.youtube.com/channel/UCqMB1Nn2_LVNQ7ZJWj8xoGA 

Jon and Jim talk about how to build your wealth with Maria Montie, Managing Partner at ShindleRock. Maria specializes in tax planning and compliance for individuals, estates, trusts and mid-market businesses. Adept at interpreting tax legislation and its myriad applications, Maria works with clients to maximize their tax advantage and establish strategies for gifting and estate planning. She is a trusted strategic advisor to clients ranging from business owners in service-based industries and professional practices to high net worth individuals. She also leads the firm's litigation support team, assessing value and damages for clients involved in matters such as business disputes, marital dissolution, and business acquisitions. She assists legal teams with report preparation and analysis, tracing of assets, asset valuation, investigation of financial statements, and expert testimony in court if necessary. Maria is a member of the American Institute of Certified Public Accountants, the Michigan Association of Certified Public Accountants, and has earned accreditations as an MAFF (Master Analyst in Financial Forensics) and a Certified Valuation Analyst. She holds a Bachelor of Science in Business Administration from Lawrence Technological University and Masters of Science in Taxation with a concentration in Estate Planning from Walsh College. Maria was named to the “”Accounting Today”” 2013 Managing Partner Elite list and was the organization's Accountant of the Month in October 2011. She is a rock climbing enthusiast who stays in shape on the ground with regular Cross Fit workouts.   Investment advisory services are offered through Motive Wealth Advisors, a DBA of tru Independence Asset Management, a Registered Investment Advisor with the U.S. Securities and Exchange Commission. Any material discussed is intended for informational purposes only. It should not be construed as legal or tax advice and is not intended to replace the advice of a qualified attorney or tax advisor. This information is not an offer or a solicitation to buy or sell securities. The information contained may have been compiled from third party sources and is believed to be reliable.   Connect with Jon Dwoskin: Twitter: @jdwoskin Facebook: https://www.facebook.com/jonathan.dwoskin Instagram: https://www.instagram.com/thejondwoskinexperience/ Website: https://jondwoskin.com/LinkedIn: https://www.linkedin.com/in/jondwoskin/ Email: jon@jondwoskin.com Get Jon's Book: The Think Big Movement: Grow your business big. Very Big!   Connect with Jim Niedzinski: Website: www.motivewa.com LinkedIn: linkedin.com/in/jimniedzinski Email: jim@motivewa.com   Connect with Maria Montie: Website: https://www.shindelrock.com/ Facebook: https://www.facebook.com/shindelrock/ LinkedIn: https://www.linkedin.com/company/shindelrock/ Instagram: https://www.instagram.com/shindelrock

Want to grow your personal brand on LinkedIn? Secure your spot in the September cohort here. Seating is limited! In this episode, Matt chats with Matt Morley about acquiring payroll companies or payroll books of business. Matt is the Chief Investment Officer at Pendleton Street Business Advisors. His responsibilities include business analysis, investment research, and coordinating work-product for client engagements. In this episode, Matt and Matt (Matt squared) discuss the following and more: Should you grow organically or via acquisition? The challenges of growing via acquisition How to evaluate and finance deals Subscribe Now! Apple | Google | Spotify Three Takeaways Acquisitions allow you to grow faster than organic growth and provide built-in infrastructure and opportunities for operational improvement. Don't ignore the obvious downsides of a deal. The light will shine on all aspects of a deal before it closes. Deals are not as hard to finance as you think. The SBA programs are not only good financing mechanisms but also help to evaluate the deal itself. Enjoying the show? *Are you enjoying Payrollin'? Please subscribe and rate us five stars on your player of choice. It helps us continue to improve. *Want to be featured in a future episode? Drop your question/comment/criticism/love here: https://anchor.fm/payrollin/message *Support the pod by spreading the word, become a referrer and earn free Guhroo swag here: https://refer.fm/payrollingrowingapayrollbusinessthatmatters About the Guest Matt has an eye for numbers, a head for strategy and a keen ability to marry clients' future goals with current business reality. At Pendleton Street Business Advisors, he lends his analytical gifts and thoughtful processes to all aspects of clients' personal and company finances. As the firm's Chief Investment Officer, his responsibilities include business analysis, investment research, and coordinating work-product for client engagements. Prior to co-founding Pendleton Street Business Advisors with John Barnes in 2013, Matt served as the Chief Investment Officer of WHM Capital Advisors, LLC. A graduate of the University of South Carolina, he is a Certified Valuation Analyst, Certified Exit Planning Advisor, and he has completed the FINRA Series 65 Uniform Investment Adviser Law Exam in order to register as an investment adviser representative. Resources Marketing Case Study - How we 10x'ed Our Inbound Leads Three Keys to Expand Your Payroll Business Selling in a Virtual World --- Send in a voice message: https://anchor.fm/payrollin/message

Want to grow your personal brand on LinkedIn? Secure your spot in the September cohort here. Seating is limited! Today on the podcast, Matt sits down for a chat with guest Matt Morley. Matt has an eye for numbers, a head for strategy, and a keen ability to marry clients' future goals with current business reality. At Pendleton Street Business Advisors, he lends his analytical gifts and thoughtful processes to all aspects of clients' personal and company finances. As the firm's Chief Investment Officer, his responsibilities include business analysis, investment research, and coordinating work-product for client engagements. ____________________________ *Are you enjoying Payrollin'? Please subscribe and rate us five stars on your player of choice. It helps us continue to improve. *Want to be featured in a future episode? Drop your question/comment/criticism/love here: https://anchor.fm/payrollin/message *Support the pod by spreading the word, become a referrer and earn free Guhroo swag here: https://refer.fm/payrollingrowingapayrollbusinessthatmatters ____________________________ Show Notes: 0:37 What are some of the things that business owners do that devalue their business? 2:43 When is the right time to start adding services for your business? 4:54 "I think the bigger challenge is cutting something lose that is not working because we all want to be right..." - Matt Morley 6:46 What's the difference between growth and scale? 6:49 "In order to scale you have to grow but just because you're growing doesn't mean you are scaling." - Matt Morley 12:58 Is there any inflection point from headcount or maturity perspective we start to see less reliance on ownership or key players? 15:42 Why is it important for business owners to know their own numbers? 23:36 "If you're growing your business's value intentionally by addressing risk and opportunities that can add value a lot of times a buyer you never expected will come around" - Matt Morley 27:39 What niche are people not actually talking about enough? 33:35 Will it increases the value of your business or will it be a distraction? 38:35 "There are a million right answers. You just have to pick one and run with it." - Matt Vaadi 45:29 Business value is not just about dollars. Who is Matt Morley? Matthew Morley is a financial advisor based out of Columbia, South Carolina, who has been in the financial industry for 12 years. Morley is an advisor for Pendleton Street Advisors, LLC. During their career, Morley has held roles at Whm Capital Advisors, LLC and Pendleton Street Advisors, LLC. Morley has a Series 65 license, which qualifies them as an investment advisor representative, and can work in North Carolina, South Carolina, and Virginia. Prior to co-founding Pendleton Street Business Advisors with John Barnes in 2013, Matt served as the Chief Investment Officer of WHM Capital Advisors, LLC. A graduate of the University of South Carolina, he is a Certified Valuation Analyst, Certified Exit Planning Advisor, and he has completed the FINRA Series 65 Uniform Investment Adviser Law Exam in order to register as an investment adviser representative. Resources: Email: mmorley@pstadvisors.com LinkedIn: Matt Morley - Chief Investment Officer at Pendleton Street Business Advisors Pendleton Street Business Advisors - The company offers a set --- Send in a voice message: https://anchor.fm/payrollin/message

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online divorce mediation and valuation services in St. Louis Missouri. Today we will discuss Growing the Value of Your Business:  Business Owner & Value Growth Consultant Perspectives with Garth Tebay. Garth is a practicing Certified Public Accountant, Certified Valuation Analyst, Master Analyst in Financial Forensics and Certified in Mergers & Acquisition Analyst with over 46 years of experience. He is the founder and Managing Partner of Value Defined™, a business valuation and litigation support firm in Toledo, Ohio and an Affiliate Member of Business Growth Alliance, which provides value growth consulting and investment banking services to owners of medium-sized businesses.   Welcome Garth! How does a business owner get started to increase the value of the business? Are there tools and a process that can identify the opportunities for improvements and track the progress? How much does this cost and how long does it take? Is there some changes a company can do that will generate immediate increase in value? What action can a business owner take to assure the tangible assets are protected and transferable? How does the business transfer ownership of an intangible asset?  Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com  Cell: (314) 541-8163  Garth M. Tebay CPA, CVA, MAFF, CM&AA 5580 Monroe St. Ste 200 Sylvania, OH 43560 419-865-4478 567-833-8016 (Direct) 419-360-0144 (Cell) garth.tebay@valuedefined.com https://valuedefined.comSupport the show (http://valuationpodcast.com)

The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning. The show is hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends a considerable amount of time considering the valuation of companies compared to their peers in the marketplace. Joining him are Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA. Nick is also a valuation analyst and a Certified Exit Planning Advisor. Nick approaches exit planning with special attention placed on enhancing your business’s value prior to a sale. K.C. is also a Certified Exit Planning Advisor, but also applies his strong background in financial planning to the business owner who is relying on the sale to fund retirement.

The introduction to our newest podcast, “Our Three Cents – Exit Planning Strategies” where our Experts introduce themselves and their experience when it comes to business exit planning.The show is hosted by Troy Harmon, CFA, CVA, who is a former business owner and Certified Valuation Analyst. As Henssler Financial’s Chief Investment Officer, he spends a considerable amount of time considering the valuation of companies compared to their peers in the marketplace. Joining him are Nick Antonucci, CVA, CEPA, and K.C. Smith, CFP®, CEPA. Nick is also a valuation analyst and a Certified Exit Planning Advisor. Nick approaches exit planning with special attention placed on enhancing your business’s value prior to a sale. K.C. is also a Certified Exit Planning Advisor, but also applies his strong background in financial planning to the business owner who is relying on the sale to fund retirement.

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, a divorce valuation expert in St. Louis Missouri.   During this episode we will discuss many questions about divorce court and valuation with T. J. Liles-Tims, a fellow testifying expert witness and valuation expert in Oklahoma City.  Welcome T.J.!!    Many people ask questions about divorce planning or how to get a divorce when you own a business. So let's say a person has decided to get divorced and they have a business, but they want to plan ahead and know what to expect… A business owner calls you and says, tell me what the business is worth, I am getting divorced and need to make the value as low as possible. What is your response? This brings up an interesting point about hiring a consultant or expert witness – how would you explain the difference to a business owner? Let's talk about our role as a testifying expert in a divorce case, as a neutral party, and how that role is different than the role of divorce attorneys – or advocate for a person's case. What role do you play in the discovery process or collection of data and what info do you typically request? Do you get involved in tracing assets? How does this work? Do you get involved in settlement negotiations in divorce cases? Are there any unique divorce issues or divorce cases in Oklahoma? Do you do any divorce mediation or collaborative divorce? Can a business owner get prepared for a divorce? What is your best divorce advice for someone who is considering filing for divorce?  Melissa Gragg CVA, MAFF, CDFA Expert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com Cell: (314) 541-8163  T. J. Liles-Tims, MBA, CVA, CFE, MAFF Partner BVFF Partners, LLC 3035 N. W. 63rd Street, Suite 105 Oklahoma City, OK  73116 Telephone:  (405) 608-8805 Facsimile:  (405) 848-5845  T. J. is a co-founder of BVFF Partners, LLC and has been providing business valuation and litigation support for the past several years. His focus is primarily business valuations for business transactions and estate and gift tax; as well as, litigation support for business valuations, commercial damages, forensic accounting, and tax related matters. T. J. has valued hundreds of businesses ranging in value from $80,000 to $300 million to numerous industries. His litigation engagements have involved oil and gas matters, trust disputes, civil and criminal allegations, and shareholder disputes. He has testified in matters before the U.S. District Court, state court, and FINRA arbitrations. T. J. has an MBA in Finance and holds multiple credentials including: Certified Valuation Analyst, Certified Fraud Examiner, and Master Analyst in Financial Forensics in Commercial Damages and Lost Profits. He is a Contributor, Author and Subject Matter Expert for the National Association of Certified Valuators and Analysts (NACVA) in the areas of business valuation, litigation consulting, expert witness, and financial forensics. He has also taught continuing education classes in the areas of business valuations and financial forensics. Support the show (http://valuationpodcast.com)

In this episode of the IMS Insights Podcast, we speak with Marti Murray about best practices for working as an expert witness, tips for attorneys working with expert witnesses in litigation, and the role of mentors - and how early-career professionals or young students can identify mentors in STEM fields like finance, securities, and banking. Marti Murray is an IMS Elite Expert with over thirty-five years of experience in the financial services industry. She has acted as a court-appointed Securities & Exchange Commission (SEC) Receiver, held leadership positions at business restructuring financial advisory firms and alternative investment management firms, and also served on several boards of directors. Her experience includes business and securities valuation, distressed debt investing, commercial and SEC related litigation, trade, and corporate finance.Earlier in Murray’s career, she was the founder, president, and portfolio manager of Murray Capital Management, Inc.—an SEC-registered distressed debt hedge fund firm. She ran Murray Capital from 1995 through 2008, until it was acquired by Babson Capital in April 2008.While running Murray Capital and after its acquisition, she served as an adjunct professor at the NYU Stern School of Business teaching courses in distressed debt investing, equity analysis/valuation, and bankruptcy. For her efforts, she was awarded the Teacher of the Year Prize. Murray has written for and contributed to numerous publications, holds the Certified Valuation Analyst credential (CVA), and has been awarded by the National Association of Certified Valuators and Analysts (NACVA).

In this episode of the IMS Insights Podcast, we speak with Marti Murray about how the COVID-19 pandemic is creating a unique generation of threats and opportunities for private equity (PE) funds, and what that means for litigators and for the greater economy.Marti Murray is an IMS Elite Expert with over thirty-five years of experience in the financial services industry. She has acted as a court-appointed Securities and Exchange Commission (SEC) Receiver, held leadership positions at business restructuring financial advisory firms and alternative investment management firms, and also served on several boards of directors. Her experience includes business and securities valuation, distressed debt investing, commercial and SEC related litigation, trade, and corporate finance.Earlier in Murray’s career, she was the founder, president, and portfolio manager of Murray Capital Management, Inc.—an SEC-registered distressed debt hedge fund firm. She ran Murray Capital from 1995 through 2008, until it was acquired by Babson Capital in April 2008.While running Murray Capital and after its acquisition, she served as an adjunct professor at the New York University Stern School of Business teaching courses in distressed debt investing, equity analysis/valuation, and bankruptcy. For her efforts, she was awarded the Teacher of the Year Prize. Murray has written for and contributed to numerous publications, holds the Certified Valuation Analyst credential (CVA), and has been awarded by the National Association of Certified Valuators and Analysts (NACVA).

Join host Hugh Duffy as he has a conversation with Allan Koltin, CEO of Koltin Consulting Group. Koltin is a nationally recognized speaker and industry analyst. He has appeared on numerous local and national media platforms, spreading his industry expertise. The two discuss various topics, focusing heavily on the future of the business. Which strategies will work long-term? Which ones are already being left behind? Join us! Allan D. Koltin, CPA, CGMATwitter I LinkedIn I Website For twenty consecutive years, Allan has been named by Accounting Today as one of the Top 100 Most Influential People in the accounting profession. In 2019, he was recognized as the “Third Most Influential” in the profession. Koltin was also voted one of the 10 Most Recommended Consultants for the sixteenth straight year in the “Annual Survey of Firms” conducted by INSIDE Public Accounting. For the past six years, Allan has also been named by CPA Practice Advisor as one of the Top 25 Thought Leaders in the profession. In 2016 CPA Practice Advisor inducted Allan into the Accounting Hall of Fame. He was also one of the first to be inducted into the Accounting Marketing Hall of Fame by the Association for Accounting Marketing (AAM). He has also been a recipient of the National Association of Certified Valuation Analyst’s Instructor of the Year Award and winner of the Journal of Accountancy Literacy Award. Previously he was recognized by the Illinois CPA Society with the Distinguished Service Award for outstanding service and commitment to the profession.   Koltin is the author-editor of three books for professional services firms: CPA Firm Merger Strategies That Work, CPAs That Sell and the AICPA’s Marketing a Consulting Niche. He serves or has served on the editorial advisory boards of CPA Practice Management Forum, the Journal of Accountancy, Accounting Today, Public Accounting Report and Law Firm Management. Allan attended both the University of Wisconsin – Madison and the University of Wisconsin – Milwaukee and received degrees in accounting and marketing. He lives in Chicago with his wife, Sharon, his three children, Jack, Brian and Julia, and his two dogs, Bucky and Cody. His hobbies include travel, chess, and all sports Accounting Marketing Doesn't Suck is produced by Build Your Firm, leaders of marketing for accountants. Questions or Feedback? Email us at podcast@buildyourfirm.com

Today’s guest is Terry Lammers (LAMM-ers), Certified Valuation Analyst and cofounder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers. Terry’s new book, You Don’t Know What You Don’t Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry’s guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage.   Reach out to Terry at Terry@innovativeba.com https://thermogrid.org/demo/ Check out a demo for thermoGRID here! Follow Tersh on social media @tershblissett

Today’s guest is Terry Lammers (LAMM-ers), Certified Valuation Analyst and cofounder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers. Terry’s new book, You Don’t Know What You Don’t Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry’s guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage.   Reach out to Terry at Terry@innovativeba.com https://thermogrid.org/demo/ Check out a demo for thermoGRID here! Follow Tersh on social media @tershblissett

Terry Lammers is a Certified Valuation Analyst and co-founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers. Terry's new book, You Don't Know What You Don't Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry's guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage. Learn more about your ad choices. Visit megaphone.fm/adchoices

Terry is a Certified Valuation Analyst and cofounder of Innovative Business Advisors. He works with his team to guide current business owners looking to sell their enterprises, as well as prospective buyers. His new book, You Don’t Know What You Don’t Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. Top 3 Value Bombs: 1. The biggest driver of value in a company is its cash flow. 2. You need to develop and have a life plan after the sale. 3. You don’t know what you don’t know, you have to ask questions. Grab a copy of Terry’s book - You Don't Know What You Don't Know Sponsors: Klaviyo: Klaviyo has released a holiday planning go-to-guide to help you maximize your Q4 sales! Download it today at Klaviyo.com/fire! BizCounsel: For just $89 per month you get a dedicated attorney you can talk to at any time! Visit BizCounsel.com/fire to get your first month free!

Today's guest is Terry Lammers, Certified Valuation Analyst and co- founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for 20+ years before joining Regions Bank as VP of Commercial Banking after selling his business in 2010. Armed with vast financial expertise and decades of hands-on business leadership, Terry now works with his team at Innovative Business Advisors to guide business owners looking to sell their enterprises, as well as prospective buyers. Terry's new book You Don't Know What You Don't Know, is an in-depth examination of the process of buying, growing, and eventually selling a business. With Terry's guidance, both current and aspiring business owners are sure to walk away with a wealth of knowledge and advice to lead them down the path to business success in every stage. Stay tuned and enjoy this episode! Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com Links and Resources from this Episode www.practicalwealthadvisors.com Email Curtis for a free report - curtmay@gmail.com  Call his office - 610-622-3121 Connect with Terry Lammers https://innovativeba.com/  https://www.facebook.com/innovativeba/ terry@innovativeba.com https://innovativeba.com/terry-lammers/ https://twitter.com/terry_lammers?lang=en Phone: 618 530 8922 Terry's book: https://www.amazon.com/You-Dont-Know-What-Everything/dp/0997521015 Special Listener Gift Schedule a 15-Minute Call with Curtis  Free Ebook Financial Planning Has Failed Show Notes Terry's background - 2:24 The opportunity that exists when it comes to finding a business - 3:19 Having enough cash flow - 4:44 Thinking in buying and selling a property - 7:23 A successful acquisition - 9:48 Doing a strategic evaluation - 11:49 Think about what you want to buy - 15:26 Thinking about selling - 16:37 Be sure your taxes are done - 17:40 The value of the business - 20:32 A difference between cash flow and profitability - 22:16 Terry's thoughts about buying a business - 24:31 Having bankability - 25:48 Banks and loans - 27:16 Learn how to use debt to buy assets - 28:37 Try to minimize your losses in life - 30:30 Always keep an open mind! - 32:25 Get in touch with Terry - 32:53 Coaching clients and his coaching program - 33:40 Terry's book - 34:43 Review, Subscribe and Share If you like what you hear please leave a review by clicking here Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with Apple Podcasts  Click here to subscribe with Spotify Click here to subscribe with Stitcher Click here to subscribe with RSS

Listen to this interview with Terry Lammers on growing the value of your company. He is a Certified Valuation Analyst and co-founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for over 20 years before joining Regions Bank as VP of Commercial Banking, after selling his business in 2010. Today, he works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers.  He is the author of You Don't Know What You Don't Know, which provides an in-depth examination of the process of buying, growing, and eventually selling a business. Learn more at: www.innovativeba.com

Listen to this interview with Terry Lammers on growing the value of your company. He is a Certified Valuation Analyst and co-founder/managing member of Innovative Business Advisors. He was President and Owner of Tri-County Petroleum for over 20 years before joining Regions Bank as VP of Commercial Banking, after selling his business in 2010. Today, he works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers.  He is the author of You Don’t Know What You Don’t Know, which provides an in-depth examination of the process of buying, growing, and eventually selling a business. Learn more at: www.innovativeba.com

Hear the latest trends on identity theft and what you can do to protect yourself and your company from Dr. Robert Minniti. Dr. Minniti will be teaching Identity Theft: Preventing, Detecting and Investigating on June 3 at the ASCPA Learning Center and via webcast. Learn more at www.ascpa.com/jun3. 1:12 - Identity theft statistics and trends 2:19 - How CPAs can assist their clients or companies with identity theft issues 3:25 - Discussion about the CCH malware attack 4:25 - Types of identity theft that people may not have heard about 5:35 - Top 3 tips for preventing identity theft 8:30 - What you can learn in Dr. Minniti’s upcoming course on June 3 Dr. Minniti will also be teaching Forensic Investigations: Key Tools to Success on June 4 both in Phoenix and via webcast. Learn more at www.ascpa.com/jun4 Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti teaches graduate and undergraduate courses in forensic accounting at Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, and various state CPA Societies. For Additional Information LinkedIn Profile: www.linkedin.com/in/robertminniti Company Website: www.minniticpallc.com

Terry Lammers, Certified Valuation Analyst and co-founder of Innovative Business Advisors, shares insights from his book You Don’t Know What You Don’t Know, an in-depth examination of the process of buying, growing, and selling a business.

Todd Ringler became Partner of The Alternative Board TAB Suffolk-Long Island in 2019. Prior to becoming partner, Todd facilitated and coached a business owner TAB Board as well as an attorney-only TAB Board. Todd is also CEO of Calm Waters Consulting, a business valuation and appraisal firm. Todd is a CPA and a Certified Valuation Analyst with a Master’s Degree in Taxation. The State of New York Unified Court System has qualified him as an expert in Accounting & Appraisal work under Article 36 Office of Court Administration. Todd brings the unique perspective of real-world experience as a business owner and former executive chef owner-operator of a successful 120 seat restaurant. Additionally, his extensive required continuing academic education and professional training gives him insights and ideas beyond the textbook world. This rare combination of training and education allows Todd to bring a vast knowledge base and broad experience in support of his clients and TAB members. Todd has developed and implemented both personal and organizational strategic plans, improving both business value and the lives of people in the businesses he served. He has done this for wholesale, retail, entertainment, service and manufacturing entities, both with public companies and closely held businesses. As a former Adjunct Professor of Management and Leadership in the Graduate School of Business at Dowling College in Oakdale, and an Adjunct Professor of Business and Accounting at Nassau Community College he gives back to the community and helps individuals learn basic tenets of business and accounting. When working in public accounting some of his clients included A&E Television Networks, Bowne Business Systems, Inc., British Airways, Inc., Connoisseur Communications, Club Med USA, Giorgio Armani USA, Inc. & The Lauder Family Group. Show Sponsor: https://terranut.com/bhp Show Sponsor: https://agiledragonconsulting.com/ Support the show! Patreon: https://www.patreon.com/brutallyhonestpodcast Website: https://www.brutallyhonestpodcast.com/ Instagram & Facebook @brutallyhonestpodcast Produced by: https://www.baronmediagroup.com/

Today’s guest is Terry Lammers, Certified Valuation Analyst and co-founder/managing member of Innovative Business Advisors. Terry now works with his team at Innovative Business Advisors to guide current business owners looking to sell their enterprises, as well as prospective buyers.   Watch my Celebrity interviews on my YouTube Channel! Go here> https://goo.gl/EA9x6D Connect with Bert Martinez on Facebook. Connect with Bert Martinez on Twitter.

Corey Young joined Omni Practice Group in 2016 after a twenty year career as a general dentist and practice owner. In addition to his dental background, Corey has a Master’s in Business Administration, is a Certified Valuation Analyst, and is an Accredited Business Intermediary. Transitions in dentistry can be a complex process and Corey enjoys using his advanced training and personal experience to help his fellow colleagues navigate these sometimes turbulent waters. Rod started Omni Practice Group in 2004 after a career in finance and accounting at AT&T Wireless. His background gave him the experience in a variety of areas including accounting, legal, negotiations, and real estate which translates perfectly into the broker world. Rod has also worked in consulting dental practices on how to grow your practice. Rod has written numerous articles that have been published in Huffington Post, Dental Economics, several state and local associations and hopefully soon, Dentaltown. Rod enjoys seeing a seller fulfill their dream of retiring and transferring their legacy to a young buyer who matches their philosophy and management style.

Welcome to the first episode of my three-part series about evaluating your company. I start my series with Brandon Hall, the owner and founder of BGH Valuation. Brandon and his team access businesses so they can comfortably go to the negotiation table. We discuss how Brandon evaluated businesses and that means for the business owner and their company’s prospects. It is important for you to know your company’s worth. Brandon can help you get your numbers and be more confident when you approach buyers, loan officers, other legal processes (such as divorce.) What you will learn: The other guests I will be including in my 3 part series. Brandon’s beginnings in accounting and the beginning of BGH. Why people come to Brandon and his team. What is a certificated valuation? How technology has changed valuations. Common misconceptions about the process. Why people need valuations. How valuations are like investments. The role EBITA plays in a valuation. The two things owners need to consider during an evaluation. How the income method works. What to look at when comparing markets. The importance of defined end goals. Takeaways When you get an evaluation of your company, you need to consider your buyer’s point of view. Don’t make it complicated and know when to ask for help. Educate yourself on the process so you aren’t blindsided. Visit our GPX site for some resources and look into valuation. Links and Resources GEXP Collaborative BGH Valuations Brandon’s email763-777-7140 About Brandon Brandon Hall, the owner of BGH Valuation Services, LLC, resides in Monticello, MN with his wife, Gloria and four children Piper, Rowan, London, and Leo. Brandon worked for various small construction companies growing up and has always possessed an entrepreneurial spirit. Brandon received his Bachelor of Science in Accounting at Saint Cloud State University. Brandon started his accounting career in public accounting, where he worked for two firms over the span of 3 years providing tax and auditing services. Brandon then continued his career working for Polaris Industries, Inc. In his time there Polaris acquired 4 companies and Brandon had the opportunity to be involved with different aspects of the acquisitions. Brandon also worked at Best Buy Corporate where he provided accounting support for the Information Technology division. Brandon has obtained his Certified Valuation Analyst® Designation and is a proud member of the National Association of Certified Valuators and Analysts (NACVA). Brandon has also obtained his Certified Machinery & Equipment Appraiser Designation with Nebb Institute. Brandon also is a Certified Business Mentor with Score Mentors. Brandon continues to enhance his status, credentials, and esteem in the field of business valuations, financial forensics, and other related advisory services. Brandon enjoys golf, hunting, sports, and spending time with his family.

Welcome to the first episode of my three-part series about evaluating your company. I start my series with Brandon Hall, the owner and founder of BGH Valuation. Brandon and his team access businesses so they can comfortably go to the negotiation table. We discuss how Brandon evaluated businesses and that means for the business owner and their company’s prospects. It is important for you to know your company’s worth. Brandon can help you get your numbers and be more confident when you approach buyers, loan officers, other legal processes (such as divorce.) What you will learn: The other guests I will be including in my 3 part series. Brandon’s beginnings in accounting and the beginning of BGH. Why people come to Brandon and his team. What is a certificated valuation? How technology has changed valuations. Common misconceptions about the process. Why people need valuations. How valuations are like investments. The role EBITA plays in a valuation. The two things owners need to consider during an evaluation. How the income method works. What to look at when comparing markets. The importance of defined end goals. Takeaways When you get an evaluation of your company, you need to consider your buyer’s point of view. Don’t make it complicated and know when to ask for help. Educate yourself on the process so you aren’t blindsided. Visit our GPX site for some resources and look into valuation. Links and Resources GEXP Collaborative BGH Valuations Brandon’s email763-777-7140 About Brandon Brandon Hall, the owner of BGH Valuation Services, LLC, resides in Monticello, MN with his wife, Gloria and four children Piper, Rowan, London, and Leo. Brandon worked for various small construction companies growing up and has always possessed an entrepreneurial spirit. Brandon received his Bachelor of Science in Accounting at Saint Cloud State University. Brandon started his accounting career in public accounting, where he worked for two firms over the span of 3 years providing tax and auditing services. Brandon then continued his career working for Polaris Industries, Inc. In his time there Polaris acquired 4 companies and Brandon had the opportunity to be involved with different aspects of the acquisitions. Brandon also worked at Best Buy Corporate where he provided accounting support for the Information Technology division. Brandon has obtained his Certified Valuation Analyst® Designation and is a proud member of the National Association of Certified Valuators and Analysts (NACVA). Brandon has also obtained his Certified Machinery & Equipment Appraiser Designation with Nebb Institute. Brandon also is a Certified Business Mentor with Score Mentors. Brandon continues to enhance his status, credentials, and esteem in the field of business valuations, financial forensics, and other related advisory services. Brandon enjoys golf, hunting, sports, and spending time with his family.

Empowering yourself to make wise and informed choices regarding finances as you are going through divorce is one of the key factors as you are stepping into independence. Gaylene Stingl has over 25 years experience in providing business management, tax and financial consulting to individuals and small businesses. She is a Certified Public Accountant, Certified Valuation Analyst, and has a Masters of Science in Taxation. In this episode, we talk about empowering yourself, gaining knowledge, and confidence to make informed decisions in divorce settlements. Women typically struggle to understand the financial aspect of the process. We break down the new tax law, settlement when a business is involved, and the different models of reaching a settlement and completing the divorce process. Our goal is to help women become self sustaining. And it all begins by empowering yourself by... Learning how to ask the right questions Learning how to find the answers   More about our Guest: Gaylene Stingl, MST, CPA, CVA Blau Himmel LLC www.blau-himmel.com 262-408-8888   Visit The Women's Financial Wellness Center for a full directory listing of experts. https://www.womensfinancialwellnesscenter.com/our-supporters   Be sure to reach out if you would like to connect personally with The Women’s Financial Wellness Center. You can visit our website at https://www.womensfinancialwellnesscenter.com or grab a complimentary 30-minute consult at http://bit.ly/dashboardwfwc.

Joe Carlen is the co-founder of Value Guards, LLC and a practitioner of business valuation, patent valuation, and market assessment. He has consulted for hundreds of entrepreneurs and companies over the past fifteen years including Westinghouse and Unicom Technology.   He has a Masters of Information Systems Management from Carnegie Mellon, is a Certified Valuation Analyst, and has an MBA from the University of Pittsburgh. In 2008, he was asked to co-author From Lifeguard to Sun King, the bestselling biography of Banana Boat founder Robert Bell.   Subsequently, he wrote The Einstein of Money, a comprehensive biography of Warren Buffett's mentor Benjamin Graham – for which he had the privilege of interviewing Mr. Buffett. His newest book, A Brief History of Entrepreneurship: The Pioneers, Profiteers, and Racketeers Who Shaped Our World was published by Columbia University Press in late 2016.   Learn more: https://value-guards.com

Joe Carlen is the co-founder of Value Guards, LLC and a practitioner of business valuation, patent valuation, and market assessment.He has consulted for hundreds of entrepreneurs and companies over the past fifteen years including Westinghouse and Unicom Technology. He has a Masters of Information Systems Management from Carnegie Mellon, is a Certified Valuation Analyst, and has an MBA from the University of Pittsburgh.In 2008, he was asked to co-author From Lifeguard to Sun King, the bestselling biography of Banana Boat founder Robert Bell. Subsequently, he wrote The Einstein of Money, a comprehensive biography of Warren Buffett's mentor Benjamin Graham – for which he had the privilege of interviewing Mr. Buffett. His newest book, A Brief History of Entrepreneurship: The Pioneers, Profiteers, and Racketeers Who Shaped Our World was published by Columbia University Press in late 2016.Learn more: https://value-guards.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Joe Carlen is the co-founder of Value Guards, LLC and a practitioner of business valuation, patent valuation, and market assessment.He has consulted for hundreds of entrepreneurs and companies over the past fifteen years including Westinghouse and Unicom Technology. He has a Masters of Information Systems Management from Carnegie Mellon, is a Certified Valuation Analyst, and has an MBA from the University of Pittsburgh.In 2008, he was asked to co-author From Lifeguard to Sun King, the bestselling biography of Banana Boat founder Robert Bell. Subsequently, he wrote The Einstein of Money, a comprehensive biography of Warren Buffett's mentor Benjamin Graham – for which he had the privilege of interviewing Mr. Buffett. His newest book, A Brief History of Entrepreneurship: The Pioneers, Profiteers, and Racketeers Who Shaped Our World was published by Columbia University Press in late 2016.Learn more: https://value-guards.comInfluential Influencers with Mike Saundershttp://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

During this segment of our “Let’s Talk Divorce!” series we have Certified Public Accountant, Certified Valuation Analyst and Founder at Precision CFO Solutions, Inc,, Scott Abels.Listen in as Scott speaks to Radio Talk Show Host, Stewart Andrew Alexander about some of the financial implications of divorce for business owners.To learn more about Scott Abels, visit: http://precisioncfosolutions.com

During this segment of our “Let’s Talk Divorce!” series we have Certified Public Accountant, Certified Valuation Analyst and Founder at Precision CFO Solutions, Inc,, Scott Abels.Listen in as Scott speaks to Radio Talk Show Host, Stewart Andrew Alexander about some of the financial implications of divorce for business owners.To learn more about Scott Abels, visit: http://precisioncfosolutions.com

If you’ve ever had your business appraised, you probably had a figure in mind as to what your company was worth. It was only after the valuation consultant left you with their report that you found out just how far off base your estimate was from reality. That’s what the pros call the “valuation gap.” The good thing is that you can close that gap by raising the value of your business. You simply need an action plan. Matt Turpin, a Certified Valuation Analyst and M & A Advisor at Carr, Riggs and Ingram LLC, returns for his 2nd visit on “Deal Talk.” This time, he’ll share some insights about how you can improve your company’s value after the appraiser has come and gone.

The Farm Report is back for the new fall season! Host Erin Fairbanks is in studio with long time confidant and Heritage Radio Network Board Member, JoAnn “Flash” Fleming. This season on The Farm Report expect to hear more on the topic of numbers, which happens to by JoAnn’s specialty as a Certified Public Accountant, Certified Valuation Analyst, and Certified Fraud Examiner. Tune in for a thorough preview of the upcoming season and a conversation revolving around dairy, agriculture, The Farm Bill, and more numbers! This program was brought to you by EscapeMaker.com. “Every company suffers from some kind of theft or some kind of fraud.” [14:30] –JoAnn “Flash” Fleming on The Farm Report  

Sometimes the best way to get into business is to buy an existing business.  Hosts Jeff Neuville and Gary Muller discuss the pros and cons of buying a business with Todd Blair, a Business Broker and Certified Valuation Analyst with Murphy Business and Finance Corporation, who explains what you should think about before buying--or selling--a business.  Todd shares how business are valued and provides some tips he's picked up in brokering business transactions.  In addition, Jeff and Gary discuss business plan competitions and how they can be helpful to entrepreneurs.