Podcasts about certified valuators

Watch Here: https://youtu.be/otQ8R7xNfNgAbout the Guest(s): Gregory Caruso is a seasoned business valuator with over 40 years of experience. Holding both a JD and CPA, Gregory is licensed in the state of Maryland. His extensive background includes 10 years in a family home building operation and significant experience in business brokerage and valuation. Author of "The Art of Business Valuation," Gregory has contributed to continued education through his role as editor in chief and host of a monthly webinar for the National Association of Certified Valuators and Analysts (NACVA). His expertise spans a wide array of valuation contexts, including ESOPs, estate planning, and exit strategies for small to medium-sized businesses.Summary: In this How2Exit episode, host Ronald Skelton interviews valuation expert Gregory Caruso on the complexities of valuing companies. Gregory shares insights from his diverse experience, discussing key valuation methodologies, industry standards on price vs. value, and unique requirements for ESOPs, estate planning, and more. He covers profitability, risk, and management structure, offering a comprehensive look at the valuation landscape for business owners planning an exit.Key Takeaways:Understanding Valuation Models: Business valuations typically involve a handful of established models, although variations exist to suit specific purposes like ESOP or SBA requirements.Importance of Management and Profitability: Enhancing profitability and preparing the management team can significantly impact a business's valuation.Role of Judgment in Valuation: Beyond mathematical calculations, Timothy emphasizes the role of professional judgment in assessing business value.Impact of Purpose on Valuation: The intended use of a valuation—whether for market sale, ESOP, or estate planning—alters the methodology and considerations.Strategic Insights into ESOPs: ESOPs are valued at fair market value without synergies, making them ideal for industries with lower synergy potentials.--------------------------------------------------Contact Greg onLinkedin: https://www.linkedin.com/in/gregorycaruso/Website: http://www.artofbv.com/--------------------------------------------------How2Exit Joins IT ExchangeNet's Channel Partner Network!-Why IT ExchangeNet?Since 1998, IT ExchangeNet has created $5 billion in value by selling more than 225 IT businesses in 20 countries. IT ExchangeNet works exclusively with IT-enabled businesses generating between $5M and $30M who are ready to be sold, and M&A decision-makers who are ready to buy. For over 25 years IT ExchangeNet has developed industry knowledge that helps them determine whether a seller is a good fit for their buyers before making a match."Out of all of the brokers I've met, this team has the most experience and I believe the best ability to get IT service businesses sold at the best price" - Ron SkeltonThe IT ExchangeNet M&A Marketplace we partnered with has a proprietary database of 50,000+ global buyers seeking IT Services firms, MSPs, MSSPs, Software-as-a-Service platforms, and channel partners in the Microsoft, Oracle, ServiceNow, and Salesforce space.If you are interested in learning more about the process and current market valuations, complete the contact form and we'll respond within one business day. Everything is kept confidential.Are you interested in what your business may be worth? Unlock the value of your IT Services firm, visit https://www.itexchangenet.com/marketplace-how2exit and complete the contact form.Our partnership with IT ExchangeNet focuses on deals above $5M in value.If you are looking to buy or sell a tech business below the $5M mark, we recommend Flippa.--------------------------------------------------

EPISODE 59: THIS WEEK'S GUEST - SARAH GREIFENBERGERIn this episode, Sarah talks about: The various reasons that a business owner considers a business valuation The difference between fair market value, and valuing a business for sale Becoming an Exitwise Ambassador and referring Fathead.com for sale in October, 2023 GUEST BIO:Sarah has been a Certified Valuation Analyst (CVA) for over 10 years and is also a Certified Exit Planning Advisor (CEPA).Prior to becoming a CVA, Sarah was Director of Financial Planning at United Technologies Corporation. She performed many valuations in that role to support the corporation's mergers and acquisitions activity as well as for purposes of international tax planning.Sarah also prepared financial information for the divestiture of UT Automotive to Lear Corporation for $2.3B. She received an MBA with distinction from the Ross School of Business at the University of Michigan and is a magna cum laude engineering graduate of Duke University.  In addition to her expertise in finance, Sarah has held positions in product development, manufacturing and strategic planning. She currently serves on the education committee of the National Association of Certified Valuators and Analysts. In addition to her involvement with NACVA, she is a member of Association for Corporate Growth (ACG) Detroit, the Michigan Business Brokers Association and the Exit Planning Institute's Southeast Michigan chapter.Sarah is committed to helping clients across many industries with their valuation needs. She is also interested in working with family enterprises on succession planning and exit strategies.WHERE TO FIND SARAH GREIFENBERGER:LinkedInEPISODE REFERENCE AND READING MATERIALS:Arbor Valuation & ConsultingQ5 Experience4 Ways to Calculate the Value of Your Company (Blog)How Much Is My Business Worth? (Blog)Exitwise Valuation Calculator

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.

In the latest episode of the Empowerography Podcast, my guest is Tracy Coenen. Tracy Coenen, CPA, CFF of Sequence Inc. Forensic Accounting has spent more than 25 years investigating fraud. Her educational background includes an Honors Bachelor of Arts in Criminology and Law Studies and a Master of Business Administration, both from Marquette University. Tracy is a Certified Public Accountant and holds the designations Certified in Financial Forensics and Master Analyst in Financial Forensics. She has personally completed more than 500 forensic accounting engagements in a wide variety of industries, including cases of embezzlement, financial statement fraud, investment fraud, divorce, and insurance fraud. Tracy has also been named an expert witness in numerous cases involving damage calculations, commercial contract disputes, shareholder disputes and criminal defense, and has testified more than 80 times. Tracy has been an adjunct instructor at Marquette University, adjunct professor at Concordia University, adjunct faculty member for the Association of Certified Fraud Examiners (ACFE), and faculty member for the National Association of Certified Valuators and Analysts (NACVA). She is the author of three books, Expert Fraud Investigation: A Step-by-Step Guide, Essentials of Corporate Fraud, and Lifestyle Analysis in Divorce Cases: Investigating Spending and Finding Hidden Income and Assets. In this episode we discuss accounting, fraud investigation, forensic accounting, fixed fees accounting and divorce. Website - https://www.sequenceinc.com/                 https://www.fraudcoach.com/divorcemoneyguide IG - http://www.instagram.com/divorcemoneyguide FB - https://www.facebook.com/divorcemoneyguide LinkedIn - https://www.linkedin.com/in/tracycoenen "In my criminology program in college my sophomore year I took a class called financial crime" - 00:03:08 "Even as far as we've come in our society with equal rights and such" - 00:18:04 "Integrity is what matters most and caring for others and helping others is what matters most" - 00:40:03 Empowerography would like to offer you a discount code to one of our exclusive partners, Quartz & Canary Jewelry & Wellness Co. Please use CODE EMPOWER15 to receive 15% off upon check out at www.quartzandcanary.com. Quartz & Canary is truly the place, where spirituality meets style.

In the latest episode of the Empowerography Podcast, my guest is Tracy Coenen. Tracy Coenen, CPA, CFF of Sequence Inc. Forensic Accounting has spent more than 25 years investigating fraud. Her educational background includes an Honors Bachelor of Arts in Criminology and Law Studies and a Master of Business Administration, both from Marquette University. Tracy is a Certified Public Accountant and holds the designations Certified in Financial Forensics and Master Analyst in Financial Forensics. She has personally completed more than 500 forensic accounting engagements in a wide variety of industries, including cases of embezzlement, financial statement fraud, investment fraud, divorce, and insurance fraud. Tracy has also been named an expert witness in numerous cases involving damage calculations, commercial contract disputes, shareholder disputes and criminal defense, and has testified more than 80 times. Tracy has been an adjunct instructor at Marquette University, adjunct professor at Concordia University, adjunct faculty member for the Association of Certified Fraud Examiners (ACFE), and faculty member for the National Association of Certified Valuators and Analysts (NACVA). She is the author of three books, Expert Fraud Investigation: A Step-by-Step Guide, Essentials of Corporate Fraud, and Lifestyle Analysis in Divorce Cases: Investigating Spending and Finding Hidden Income and Assets. In this episode we discuss accounting, fraud investigation, forensic accounting, fixed fees accounting and divorce. Website - https://www.sequenceinc.com/                 https://www.fraudcoach.com/divorcemoneyguide IG - http://www.instagram.com/divorcemoneyguide FB - https://www.facebook.com/divorcemoneyguide LinkedIn - https://www.linkedin.com/in/tracycoenen "In my criminology program in college my sophomore year I took a class called financial crime" - 00:03:08 "Even as far as we've come in our society with equal rights and such" - 00:18:04 "Integrity is what matters most and caring for others and helping others is what matters most" - 00:40:03 Empowerography would like to offer you a discount code to one of our exclusive partners, Quartz & Canary Jewelry & Wellness Co. Please use CODE EMPOWER15 to receive 15% off upon check out at www.quartzandcanary.com. Quartz & Canary is truly the place, where spirituality meets style.

SEASON: 1 EPISODE: 19 Episode Overview:  Is conflict hampering your results? This episode will show you how to focus on the tasks at hand, provide you with confidence when navigating difficult situations, and gain peace in your professional and personal relationships. The Collaboration Effect will give you the framework you need for active listening, connecting with others, and negotiating closure even with difficult people. After listening to this episode with our guest, Michael Gregory, you will take actions to overcome tough situations and enhance collaboration with others. Guest Bio:  Michael Gregory is the founder of Michael Gregory Consulting, LLC. Mike is an international speaker, author, and consultant who helps clients identify, address and resolve issues with the IRS, business to business, and within businesses (shareholder disputes, succession planning) so that they can take advantage of The Collaboration Effect™. He has helped hundreds of clients work through conflicts and negotiate winning solutions. Mike has helped hundreds of clients resolve conflicts and negotiate winning solutions business to government (IRS), business to business and within businesses. Accredited Senior Appraiser in Business Valuation with the American Society of Appraisers Certified Valuation Analyst with National Association of Certified Valuators and Analysts Qualified Mediator with the Minnesota Supreme Court Resource Links: Website: https://mikegreg.com (https://mikegreg.com) Product Link: https://mikegreg.com/books (https://mikegreg.com/books) Insight Gold Timestamps: 01:53 If we collaborate with each other we can get things done 09:43 Being heard is very significant 18:09 It's either reducing the pain or increasing the gain 21:35 The sooner we can begin to relate to each other and with whatever we have in connections, (social media) the better that relationship going forward 25:59 What have you been thinking about lately? 25:12 My favorite question is what would you like to have happened? 26:50 Know what you want. Ask for it. Have three reasons why it's beneficial for them. (Author, John Baker) 27:51 Organizations should choose collaboration over competition 31:52 When you have folks operating as a team and you're aligned in business, you will be successful 38:37 What are some things that you have done with others in this last year to make an impact? 41:07 It's not about me, it's all about we, but we starts with me  Connect Socially: LinkedIn: https://www.linkedin.com/in/mikegregconsult/ (https://www.linkedin.com/in/mikegregconsult/) Facebook: https://www.facebook.com/michaelgregoryconsultingllc/ (https://www.facebook.com/michaelgregoryconsultingllc/) Twitter: https://twitter.com/mikegregconsult (https://twitter.com/mikegregconsult) YouTube: https://www.youtube.com/channel/UCmhQ3z8hhsXTAHuqlfn1mdw (https://www.youtube.com/channel/UCmhQ3z8hhsXTAHuqlfn1mdw )  Email: mg@mikegreg.com Sponsors:  Rainmaker Digital Solutions: https://www.rainmakerdigitalsolutions.com/ (https://www.rainmakerdigitalsolutions.com/) Resources: https://becomingpreferred-podcast.com/resources/ (https://becomingpreferred-podcast.com/resources/) Next Episode: Suicide Prevention....Start the Conversation with Frank King!

Jon has successfully advised clients across a broad range of industries, including government services, aerospace & defense, business services, technology, consumer and industrial products, and metals and mining. He has closed over $2 billion in aggregate transaction value in his career. Prior to founding Stanton Park Capital, Mr. Taylor served as a Vice President at Moss Adams Capital (MAC), a West-Coast based investment banking firm. Before joining, MAC he was a Vice President with Capstone Partners.Mr. Taylor earned his B.S. in Economics with concentrations in Finance and Real Estate from the Wharton School at the University of Pennsylvania. While at UPenn, Jon was a midfielder for the school's nationally ranked Men's Lacrosse team. Later he earned an MBA from Georgetown University's McDonough School of Business. He is a National Association of Certified Valuators and Analyst (NACVA) Certified Valuation Analyst (CVA).Jon is the Author of Maximize Your Multiple: The Business Owner's Guide to the Institutional Money Deal, a book that helps entrepreneurs build and sell their companies for maximum value. --------------------------------------------------Contact Jon onLinkedin: https://www.linkedin.com/in/jontaylorfinance/Website: http://www.stantonparkllc.com/Book: Maximize Your Multiple: The Business Owner's Guide to the Institutional Money Deal -- For entrepreneurs looking to build and sell their businesses for maximum value-https://read.amazon.com/kp/embed?asin=B07T3PQPGT&preview=newtab&linkCode=kpe&ref_=cm_sw_r_kb_dp_ND1MXQ1JYKJ8ZYS85KQV&tag=how2exit-20As an Amazon Associate, I earn from qualifying purchases. Each purchase supports both the author and this podcast. If you'd like additional ways to support this podcast, you can become a patron here: https://www.patreon.com/bePatron?u=66340956----------------------------------------------------------------------------------------------------Reach me to sell me your business, be on my podcast or just share some love:Linkedin: https://www.linkedin.com/in/ronskelton/Twitter: https://twitter.com/ronaldskeltonFacebook: https://www.facebook.com/How2ExitInstagram: https://www.instagram.com/how2exitpodcast/Have suggestions, comments, or want to tell us about a business for sale call our hotline and leave a message: 918-641-4150----------------------------------------------------------------------------------------------------Watch it on Youtube: https://youtu.be/o_yIbwOJwZM----------------------------------------------------------------------------------------------------Other interviews:Lane Carrick - serial entrepreneur and sold multiple businesses in his career: https://youtu.be/cAEGiqiieQwCarl Allen - M&A Expert with Over $47 billion in deals: https://youtu.be/VIU2Lqj_FY4Walker Deibel - the best-selling author of Buy Then Build: https://youtu.be/xoUH_IxeookMike Mausteller - Business Coach, Executive Coach, Trainer, and Speaker: https://youtu.be/yYLEAfafxWcSimon Bedard - Founder and CEO of Exit Advisory Group, M&A firm in Australia: https://youtu.be/obNiIbx5mJ0Kison Patel - CEO and Founder of DealRoom and and M&A Science Academy: https://youtu.be/VR4nSM8HT18--------------------------------------------------

"If you're an agency owner and you're interested in acquisitions, this is the episode for you!" Join host Jim Schubert in his excitement about today's guest on Agents Growth Academy Podcast, Mike Mensch. Mike is an acquisitions expert on the sales side, and he's bringing his top three pieces of advice for those who may be starting out with an interest in it. Get a framework of how a ready buyer is positioned, advice for handling the human aspect of acquisitions, and even hear a few MNA war stories. 3 Key TakeawaysWhy you must employ a "boots on the ground" strategy when you've made an acquisitionWhy you should take time to study an owner's P<he typical time frame to complete an acquisitionAbout Mike is the CEO and founding partner of Agency Brokerage Consultants, a top M&A advisor to the insurance brokerage industry. He is a Certified Business Intermediary (CBI) and a certified Merger and Acquisition Master Intermediary (M&AMI). He studied chemical engineering in college and graduated with a Bachelor of Science degree from Florida Tech and a Master of Science degree from Virginia Tech, continuing through becoming a Ph.D. candidate. He also holds a real estate broker license and property & casualty and life & health agent licenses in Florida. For more than 5 years, he has been one of the top producers within the International Business Brokers' Association (IBBA). In 2017, he was named to the prestigious National Association of Certified Valuators and Analysts “40 Under Forty” list of brightest emerging leaders in the business valuation profession.ResourcesWebsite: agencybrokerage.netCall the office: (321) 255-1309Mike's LinkedinPredictable Revenue: Turn Your Business Into a Sales Machine with the $100 Million Best Practices of Salesforce.com by Aaron Ross and Marylou Tyler

IN THIS EPISODE: Almost all of us see the wisdom in having a diversified financial portfolio, it's smart investing not to have all your eggs in one basket. But what about the portfolio of our lives? Rarely do we think about the value in diversifying our lives and careers - not only to minimize risk, but also to create opportunities. The upside potential isn't just monetary, there are mental wellness and life experience benefits as well. Today's guest Carl Seidman applied his financial acumen to his career and began diversifying his life by retiring at age 32! There's more to the story of course - Carl and I discuss that and the current state of career and life management. It's another great conversation, listen in! ABOUT OUR GUEST: Carl Seidman is a trusted business advisor specializing in financial planning & analysis (FP&A), business strategy, and finance transformation. He works with Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. At the same time, he brings finance professionals greater control over their careers by helping them build their competence and confidence while eliminating time-wasting activities and mistakes. Carl's FP&A development methodologies and curriculums have been implemented by many leading companies as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. Carl also serves as a CFO advisor and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.  Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the Certified Speaking Professional (CSP), CIRA, CFF, CFE, CGMA, and AM (Accredited Member in business valuation), and was a 2020 National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree.  He lives in Chicago with his wife and twin sons. SHOW NOTES: You can learn more about Carl on his website: https://seidmanfinancial.com INSIGHT AT WORK PODCAST THEME MUSIC: Our theme music is composed by Chris Lucca, Jr.. You can listen to more of Chris' work at http://chrisluccamusic.com  You can also connect with him on Twitter: @Flipluka and on Instagram: @_flipluka.music_ ABOUT THE HOST: Ken Blackwell is a speaker, trainer, facilitator and executive coach. His signature practice is "rescuing Accidental Leaders and Dysfunctional Teams". His firm InKlaritas, based in Princeton, NJ, works with teams and leaders in companies in the U.S. around the world. You can find out more about InKlaritas at: www.InKlaritas.com and connect with Ken on LinkedIn at: https://www.linkedin.com/in/kennethjblackwell/.

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 divorce mediation and valuation services in St. Louis Missouri.   Today we will discuss NACVA – 30 Years & Beyond with Brien Jones. Brien is a seasoned association executive located in Salt Lake City. He is the Chief Operations Officer and Executive Vice President National Association of Certified Valuators and Analysts. He is also part of the Global Association of Certified Valuators and Analysts, Consultants' Training Institute.   Welcome Brien Jones!! Credentials vs training Trending areas of specialization Industry trends Engagement and practice resources Related industries  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.comCell: (314) 541-8163  Brien K. JonesChief Operations Officer and Executive Vice President National Association of Certified Valuators and Analysts | www.NACVA.com Global Association of Certified Valuators and Analysts | www.GlobalCVA.com Consultants' Training Institute | www.theCTI.com P: (801) 486-0600 | E: BrienJones@NACVA.com | LinkedIn Support the show (http://valuationpodcast.com)

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri.  Today we will be discussing A Buyer's Perspective: Risk Factors in Business Valuations with Al Danto. Al has over 30 years of experience with startup and entrepreneurial companies as well as expertise in the acquisition, valuation and divestiture of business interests. He has served as lead representative on a wide range of business acquisitions and valuation engagements. He has proven experience working with lenders, private equity groups and individual purchasers. Al has also served on a variety of boards, including the alumni board of the Jones Graduate School of Business at Rice University and the Entrepreneurs Organization. He is a member of NACVA (National Association of Certified Valuators and Analysts). Welcome Al!!Tell us a little about your background and how you got started?     (I bought my first company at 28 and went on to buy 12 - 15 printing companies)  You have written a lot about the "risk' component both real and perceived in a valuation.   Can you discuss that?  Can you talk a little more about the concept of Risk Aversion?  What are some common misconceptions that you see with business owners in the marketplace when it comes to business valuation? You told me that you cringe when you hear the term "average valuation multiple"    Why is that?Tell us a little about your current mission of helping business owners prepare for an exit and increase the value of their company. What goes into this process?  Can you share some thoughts on how other valuation professionals could develop a strategy to add Exit Strategy or Valuation Enhancement services?  Tell us about your work at Rice University and the entrepreneurship program.   I heard they have been the #1 Graduate School program two years in a row   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  Al Danto al@exitadvisors.com  832-680-0014; EXT 2 https://www.exitadvisors.comSupport the show (http://valuationpodcast.com)

In this episode of Small Business Connections, Ann talks about succession planning and taking care of your business and yourself financially with Stratus Wealth Advisor, Sam Brownell. Entrepreneurship has many demands and it is vital to plan for your personal and professional future. We discuss: How has the pandemic affected the value of my business? What is succession planning and why is it important to my business and my family? What type of ownership transfers are available to me as a business owner? How do I minimize taxes when I sell my business? How do I protect my family throughout the succession planning and ownership transfer process? Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients sought Sam’s advice on their own business growth issues, including valuation, tax strategy, business continuity planning, and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients. Sam’s Favorite Book- Team of Rivals: The Political Genius of Abraham Lincoln by Doris Kearns Goodwin   Sam’s free succession planning kit.  Connect with Sam Brownell: Linkedin Thanks for listening and be sure to subscribe. The host of ASMM Small Business Connection is Ann Brennan. She is the owner of ASMM Digital Marketing and started the podcast as a means of helping her clients get in front of more people.  Since its inception, it has grown to include guests from around the world.  If you would like to be on the show, please message Ann directly through LinkedIn. Learn More About ASMM Digital Marketing Follow ASMM: Twitter | Facebook | Instagram | LinkedIn Subscribe to our podcast: ASMM Small Business Connections

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).

I know a lot of agency owners think about selling their shop. But do they think about it strategically? Or soon enough? Do they execute on a plan that will set them up for success 5-10 years before they’re ready to sell? Usually, the answer to those questions is no. And on the flip side, how many agency owners think about growth through acquisition? Selling is a big part of the conversation but buying should be on the table as well. In episode #196, I talk with Terry Lammers, who has been buying and selling businesses since he sold his family fuel company. We talk about the monetary and non-monetary aspects of getting the most from your agency or being a smart buyer if you’re on that end of the transaction. Most importantly, we dig into how, why, and when to start planning your exit strategy as an agency owner. Terry Lammers grew up in a little town of 600 people. His family owned a wholesale fuels and lubricants company and when Terry took over as president of the company, he had some big ideas for growth. Out of that experience developed a fascination with the process of buying and selling businesses. Since then, Terry has formed a business brokerage that helps people who want to buy and sell businesses. He also has his designation as a certified valuation analyst, accreditation through the National Association of Certified Valuators and Analysts. He is the author of You Don’t Know What You Don’t Know: Everything You Need to Know to Buy and Sell a Business. What You Will Learn in this Episode: Why it’s never too early to plan your exit strategy How to value a business (like an agency) with little regular recurring revenue Who to have around the table to plan your exit strategy Nonfinancial elements of your agency that add or subtract the value Why culture is so important and why blending two company cultures is so difficult How agency owners can start thinking about the acquisition as a growth strategy

Join Jonathan Krueger as he interviews Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners.     IN THIS EPISODE:   On today’s show we will be talking to Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners.   During this episode you’ll hear:   Scott share his personal knowledge of value acceleration and exit planning. What’s changed the most about the Exit Planning business in the last 5 years. Exciting opportunities that business owners face right now as they are building their businesses in today’s marketplace. How business owners differentiate themselves from other businesses in the eyes of the “buyer” when they are ready to sell their business. 11 actions that an owner must take to rapidly grow value and unlock wealth. Obstacles business owners face that may keep them from reaching a successful exit.   Opinions expressed on this program do not necessarily reflect those of LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. LionsGate Advisors does not offer legal or tax advice, listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.     RESOURCES:   Scott Snider, VP of the Exit Planning Institute. Scott also is the Operating Partner at Snider Premier Growth, Inc. a private investment firm which has equity in seven different companies in the education, digital marketing, technology and real estate marketplaces amongst others.   Scott is a nationally recognized young entrepreneur. He started his first business at the age of 17 which he operated for eight years and successfully sold in 2010 to establish SPG with his father and partners. He has been featured nationally on ABC News Now, is a recipient of the Crain's Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under 40 Award, The M&A Advisor 40 Under 40 Emerging Leaders Award and the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.

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.

People seek business valuations for a variety of reasons. Often, triggered by a court order in divorce proceedings or to settle a dispute. Valuations can also be obtained in anticipation of buying or selling your business to a third party. In today's podcast, Ryan Moore, a manager at Riney Hancock CPAs, tells us about the methods used to determine the fair value of your business. Someone with the right expertise and competence such as a CVA or ABV should conduct your valuations. Click here to find more information on our website. Two well-known professionals in this field are: Certified valuation analyst (CVA), accredited by the National Association of National Association of Certified Valuators and Analysts; Accredited in business valuations (ABV), a designation awarded by the American Institute of Certified Public Accountants (AICPA). Business Valuations Methods: The income approach, which assumes the value of your business, is a function of the economic benefit of the business. Commonly used for service based businesses. The asset approach, which assumes the value of your business, is calculated by the assets owned by your business. Commonly used for businesses that are investment oriented. The market approach, which assumes the value of your business, influenced by historical sales of comparable businesses. A combination of the first three methods may be used to come up with an average value of your business. Tune in for more. If you have not checked out all of our free resources available to you. Click here for our site. Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

People seek business valuations for a variety of reasons. Often, triggered by a court order in divorce proceedings or to settle a dispute. Valuations can also be obtained in anticipation of buying or selling your business to a third party. In today’s podcast, Ryan Moore, a manager at Riney Hancock CPAs, tells us about the methods used to determine the fair value of your business. Someone with the right expertise and competence such as a CVA or ABV should conduct your valuations. Click here to find more information on our website. Two well-known professionals in this field are: Certified valuation analyst (CVA), accredited by the National Association of National Association of Certified Valuators and Analysts; Accredited in business valuations (ABV), a designation awarded by the American Institute of Certified Public Accountants (AICPA). Business Valuations Methods: The income approach, which assumes the value of your business, is a function of the economic benefit of the business. Commonly used for service based businesses. The asset approach, which assumes the value of your business, is calculated by the assets owned by your business. Commonly used for businesses that are investment oriented. The market approach, which assumes the value of your business, influenced by historical sales of comparable businesses. A combination of the first three methods may be used to come up with an average value of your business. Tune in for more. If you have not checked out all of our free resources available to you. Click here for our site. Here are some of our featured free resources. How Can I Organize My Financials? Should I Have A Business Plan? What Steps Should I Take Towards Branding? How Can Marketing Bring In More Clients? The Start-Up Checklist What Type Of Corporation Should I Be? Things To Consider When Scaling A Business

In Episode 63, Accredited Investor Markets Radio host Chris Cahill has a great discussion with veteran financial and legal journalist David M. Freedman regarding his new book, Equity Crowdfunding for Investors, which reflects upon the JOBS Act generally and Title III equity crowdfunding in particular. They also speak of surprises experienced and discoveries made over his 38-year career.   You can learn more about David Freedman here.   Or you can find him here: Twitter: @FreedmanChicago LinkedIn     About David M. Freedman   David M. Freedman has worked as a financial and legal journalist since 1978. He has served on the editorial staffs of business, trade, and professional journals, most recently as senior editor of The Value Examiner (National Association of Certified Valuators and Analysts). He coauthored (with Matthew Nutting of Fresno, CA) the book Equity Crowdfunding for Investors, published by Wiley & Sons (June 2015). In addition to finance and law, Dave has written extensively about real estate, economics, social media, and woodworking. He is a regular columnist for Accredited Investor Markets. Dave lives in the Chicago area, and is a member of the Alliance for the Great Lakes.