ValuationPodcast.com - A podcast about all things Business + Valuation.

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Hi, Welcome to ValuationPodcast.com. I’m Melissa Gragg, a financial mediator and business valuation expert, and today I’m joined by Kelly Lise Murray, a lawyer, professor, legal scholar, and serial entrepreneur who brings a fascinating perspective to the intersection of litigation, business, and valuation.

In this episode, Kelly and I dive into a remarkable federal case involving a president, a business opportunity, lost profits, and millions of dollars in litigation costs. The case, Zip By v. Parzich, gives us a front-row look at what can happen when a corporate executive pursues an opportunity that belonged to the company he was leading—and how the financial consequences can extend far beyond the original dispute.

We explore how lost profits were calculated, why the valuation date matters, how COVID-19 affected the analysis, and why business projections must be tested against reality before they become the foundation of an expert opinion. We also discuss the importance of expert witnesses, what happens when one side fails to present its own damages expert, and how an apparently shaky expert opinion can become much more powerful when there is no competing number for the judge or jury to consider.

Key Takeaways:

Lost profits require a defensible foundation.
Financial projections used to calculate lost profits should be tested against historical performance, available financial records, market conditions, and the assumptions underlying the forecast.
The valuation date can dramatically change the analysis.
In a damages case, experts generally must distinguish between information that was known or reasonably knowable at the relevant date and information that became available afterward. COVID-19 illustrates why timing can be critical.
A defense expert can establish a critical alternative position.
Even when the defense believes damages should be zero, failing to present an expert can leave the opposing expert's number as the only financial anchor available to the jury.
Fee-shifting provisions can completely change litigation economics.
Legal and expert fees can turn an apparently manageable dispute into a multimillion-dollar exposure. Contractual fee-shifting provisions should therefore be considered when evaluating litigation and settlement strategy.
Litigation strategy should account for the cost of winning or losing.
A judgment does not necessarily equal a financial victory. Parties should compare potential damages, attorney fees, expert costs, enforceability, and settlement alternatives before committing substantial resources to litigation.

Q&As from episode:

Q1: How are lost profits calculated in a business litigation case?
A: Lost profits are generally calculated by estimating the profits a business or opportunity would reasonably have generated but for the wrongful conduct, while accounting for appropriate expenses, assumptions, causation, and available evidence. In complex cases, a business valuation or damages expert may be needed to establish and defend the calculation.

Q2: Why is the valuation date important when calculating lost profits?
A: The valuation date is important because a damages analysis typically focuses on what was known or reasonably knowable at the relevant time. Later events may provide useful evidence for testing a projection, but they should not automatically be treated as information that was available when the business decision or alleged loss occurred.

Q3: Should a defendant hire a business valuation expert in a lost profits case?
A: A defendant should carefully consider hiring a business valuation or damages expert, particularly when the plaintiff presents its own lost-profit calculation. A defense expert can challenge the assumptions, methodology, projections, causation, and damages amount while also establishing an alternative damages position or reasonable range.

Q4: What is a fee-shifting provision in a business contract?
A: A fee-shifting provision is a contractual term that can require one party to pay some or all of the other party's attorney fees and litigation expenses under specified circumstances. In business disputes, fee shifting can significantly change the financial risk and should be considered when evaluating litigation, settlement, and damages exposure.

Q5: Why should businesses evaluate litigation costs before going to trial?
A: Businesses should compare the potential damages, attorney fees, expert costs, contractual fee shifting, collection risks, and settlement alternatives before committing to a lengthy trial. A favorable judgment may still produce little or no net financial benefit if the cost of obtaining it approaches or exceeds the amount recovered.

Kelly Lise Murray

https://divorcethishouse.com/

https://vettingthehouse.com/faculty/

https://www.linkedin.com/in/kellylisemurray/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, Welcome back to the ValuationPodcast.com, where we explore the financial, legal, and strategic issues that shape business valuation and divorce outcomes. I'm Melissa Gragg, financial mediator and business valuation expert, and today I'm joined by legal scholar, attorney, professor, and entrepreneur Kelly Lise Murray.

In this episode, we're breaking down the recent Bailey v. Bailey appellate decision from North Carolina—a case that demonstrates how even a relatively small business valuation can unravel when proper legal standards and valuation methodology aren't followed. We'll discuss the costly consequences of relying on unsupported calculations, why valuation methodology matters just as much as the numbers themselves, and how overlooking established case law can send a divorce case straight back to court.

Whether you're a divorce attorney, business valuation professional, mediator, or business owner navigating divorce, this conversation offers valuable insight into avoiding expensive litigation mistakes, understanding appellate reasoning, and recognizing when financial mediation may be the smarter path forward.

Let's dive into Bailey v. Bailey and the lessons every professional should take away from this case.

Key Takeaways:

Business valuation requires a recognized methodology. Simply averaging income or relying on financial documents without applying an accepted valuation method is unlikely to withstand appellate review.
State-specific case law matters. Every jurisdiction has unique legal standards governing business valuation in divorce, making familiarity with controlling precedent essential for attorneys and valuation experts.
Ignoring required valuation factors can overturn an entire judgment. In Bailey v. Bailey, failure to properly address goodwill, work in progress, liabilities, valuation date, and methodology resulted in multiple reversible errors.
Financial mediation can prevent unnecessary litigation. Smaller business valuation disputes often benefit from collaborative financial analysis rather than costly trials and appeals.
Strategic case planning saves money. Identifying which issues truly deserve litigation—and which should be resolved through stipulation or mediation—can significantly improve a client's financial outcome.

Q&As from episode:

What happens if a business is valued incorrectly during a divorce?

An incorrect business valuation can result in an unfair property division and may lead to an appeal. Courts generally require an accepted valuation methodology supported by evidence. When those standards are not met, the judgment can be reversed and sent back for further proceedings.

Why is business valuation methodology important in divorce cases?

Business valuation methodology provides the legal and financial framework used to determine a company's fair value. Courts expect experts and attorneys to rely on recognized valuation methods rather than estimates or simple mathematical averages, ensuring the valuation is credible and defensible.

Can a divorce court value a business without a valuation expert?

Yes, but it carries significant risk. Courts may rely on financial documents and witness testimony when an expert is not retained. However, without a structured valuation methodology and proper legal analysis, the valuation is more vulnerable to challenge on appeal.

How does financial mediation help resolve business valuation disputes?

Financial mediation helps divorcing spouses evaluate business interests collaboratively with guidance from a financial expert. This process often reduces litigation costs, improves settlement opportunities, and avoids many of the valuation mistakes that can occur during trial.

What should attorneys know before presenting a business valuation in divorce court?

Attorneys should understand both accepted business valuation principles and the controlling case law in their jurisdiction. A successful presentation combines reliable financial analysis with compliance with state-specific legal standards governing business valuation in divorce proceedings.

Kelly Lise Murray

https://divorcethishouse.com/

https://vettingthehouse.com/faculty/

https://www.linkedin.com/in/kellylisemurray/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, Welcome back to the ValuationPodcast! I'm Melissa Gragg, and in this episode, I'm joined by Scott Zucker, an experienced commercial mediator, attorney, and author of The Mediation Minute. Together, we're exploring a side of dispute resolution that often gets overlooked—the psychology behind successful mediation.

While legal arguments and financial facts are important, many business disputes are ultimately driven by emotions, communication, and the way people perceive fairness and control. Scott shares valuable insights from decades of litigation and mediation experience, explaining why preparation, self-determination, and understanding human behavior can make all the difference in resolving conflicts before they become costly courtroom battles.

Whether you're dealing with a business partnership dispute, contract disagreement, valuation conflict, or simply want to understand how mediation creates better outcomes, this conversation offers practical strategies that every business owner, attorney, and financial professional can benefit from. Let's dive in.

Key Takeaways:

Psychology Often Drives Business Disputes More Than Legal Arguments
Successful mediation requires understanding emotions, motivations, and human behavior—not just legal positions and financial numbers.
Preparation Significantly Increases the Chances of Settlement
Entering mediation with organized financial information, valuation data, evidence, and clearly defined objectives leads to more productive negotiations.
Mediation Gives Parties Control Over the Outcome
Unlike litigation, mediation allows business owners to make their own decisions rather than leaving critical outcomes to a judge or jury.
Experienced, Specialized Mediators Add Greater Value
Complex business disputes often benefit from mediators who understand specific industries, financial issues, business valuation, and commercial litigation.
Success Isn't Always Immediate Settlement
Even when a dispute isn't fully resolved in one session, mediation provides valuable information, clarifies priorities, improves communication, and often lays the groundwork for future resolution.

Q&As from episode:

What is the psychology of mediation in business disputes?

The psychology of mediation focuses on understanding the emotions, motivations, communication styles, and decision-making processes that influence negotiations. Addressing these human factors often leads to more successful business dispute resolutions than relying solely on legal arguments.

How should business owners prepare for commercial mediation?

Business owners should prepare by organizing financial records, understanding business valuations, identifying key negotiation goals, gathering supporting evidence, and working with experienced legal and financial advisors before the mediation begins.

Why is mediation often better than going to court for business disputes?

Mediation allows business owners to maintain control over the outcome, protect confidentiality, reduce legal expenses, preserve business relationships, and reach customized solutions much faster than traditional litigation.

Why is business valuation important during mediation?

Business valuation provides an objective financial foundation for negotiations. Accurate valuation helps parties understand the true value of assets, ownership interests, or damages, making settlement discussions more productive and evidence-based.

Does every mediation have to end with a settlement?

No. A successful mediation doesn't always result in an immediate agreement. It can help clarify issues, improve communication, narrow disagreements, exchange valuable information, and create a stronger path toward resolving the dispute in future negotiations.

Scott Zucker

https://www.linkedin.com/in/scott-zucker-3643b712/

scott@wzlegal.com

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to the Valuation Podcast. I'm Melissa Gragg, and today we're diving into a topic that impacts nearly every aspect of our lives but is rarely discussed openly—our relationship with money.

Whether you're navigating divorce, grieving the loss of a spouse, rebuilding after a major life transition, or simply feeling stuck in patterns that no longer serve you, the truth is that money is never just about dollars and cents. It's tied to our identity, our beliefs, our upbringing, and often our deepest fears.

Joining me today is Dr. Erika Rasher, Chief Financial Wellness Advisor at Beyond Finance and a recognized expert in financial therapy. Together, we're exploring how money stories, financial shame, inherited beliefs, and emotional spending habits shape our financial decisions—and more importantly, how we can rewrite those stories.

We'll discuss financial trauma, scarcity versus abundance mindsets, financial coercive control, confidence after divorce, emotional healing, manifestation, and practical ways to create a healthier relationship with money. If you've ever wondered why financial decisions feel so emotional or how to build a stronger financial future after a major life change, this conversation is for you.

Key Takeaways:

Your Money Story Wasn't Created in Isolation

Many financial behaviors originate from childhood experiences, family beliefs, cultural influences, and generational patterns. Understanding these inherited money stories is the first step toward creating a healthier financial future.

Financial Shame Keeps People Stuck

Guilt says, "I made a mistake." Shame says, "I am the mistake." Dr. Rasher explains how financial shame can prevent people from seeking help, making informed decisions, and moving forward after financial setbacks.

Major Life Transitions Create Financial Identity Crises

Divorce, widowhood, career changes, and retirement don't just change finances—they change identity. Rebuilding financial confidence requires addressing both the practical and emotional sides of money.

Abundance Begins Before Wealth Arrives

People who constantly postpone happiness until they reach a financial goal often continue feeling scarcity even after achieving it. Learning to recognize everyday "glimmers" of abundance helps shift mindset and create lasting financial confidence.

Financial Healing Requires Both Strategy and Support

Financial recovery isn't just about budgeting, investing, or paying off debt. It also involves emotional healing, self-awareness, and surrounding yourself with professionals who can guide you through significant life transitions.

Q&As from episode:

What is financial therapy and how does it help people?

Financial therapy combines financial planning with emotional and behavioral support. It helps people understand how beliefs, experiences, family influences, and emotions affect their financial decisions. Financial therapists help clients improve their relationship with money, reduce financial stress, and make healthier financial choices.

How does divorce affect your relationship with money?

Divorce often creates a major shift in financial identity. Many people experience financial anxiety, loss of confidence, money shame, or uncertainty about managing finances independently. Rebuilding financial confidence after divorce requires both practical financial planning and emotional healing.

What is a scarcity mindset around money?

A scarcity mindset is the belief that there will never be enough money, resources, or opportunities. People with a scarcity mindset often experience financial anxiety, fear-based decision-making, excessive saving, overspending, or difficulty enjoying financial success, regardless of their actual income or net worth.

Why do people struggle with money even when they earn a high income?

High-income earners often face financial challenges because income alone does not eliminate emotional spending, financial conditioning, social pressure, or money-related fears. Without healthy financial habits and emotional awareness, even high earners can accumulate debt and experience financial stress.

How can someone create a more abundant money mindset?

Developing an abundant money mindset starts with recognizing existing sources of abundance, practicing gratitude, identifying positive financial "glimmers," challenging limiting beliefs, and focusing on opportunities instead of scarcity. Consistent awareness and intentional action help create a healthier and more confident relationship with money.

Dr. Erika Rasure

https://www.linkedin.com/in/erikarasure/

ericarashrasher@gmail.com

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com. I'm Melissa Gragg, financial mediator and business valuation expert, and today I'm joined by Kendall Peterson, seasoned executive, business strategist, and author of The Essential Elements of Business Health.

In this conversation, we explore what it really means to build a healthy business that is prepared for growth, valuation, and unexpected opportunities. Whether you're planning to sell your company someday or simply want to create a stronger, more resilient organization, Kendall shares practical insights on leadership, team alignment, systems, measurement, and the habits that separate thriving businesses from those that struggle. If you've ever wondered how to stay ready when opportunity knocks, this episode is for you.

Key Takeaways:

Revenue Is Not the Same as Business Health

Many business owners focus heavily on revenue and profitability, but those metrics alone do not reveal whether a business is truly healthy, scalable, or attractive to buyers.

Purpose Creates Organizational Alignment

A clearly defined purpose, vision, and direction help employees understand what they are working toward, creating alignment that improves execution and long-term performance.

Great Businesses Have the Right People in the Right Roles

Successful companies intentionally build teams whose values align with the organization and whose talents are matched to the responsibilities they perform.

Systems Drive Scalability and Consistency

Documented processes and repeatable systems reduce dependency on individual employees, improve efficiency, and increase the value of a business during due diligence.

Healthy Businesses Stay Ready for Opportunities

Companies that regularly evaluate their operations, measure meaningful metrics, and address weaknesses proactively are better positioned for acquisitions, growth, succession planning, and market changes.

Q&As from episode:

How can business owners prepare for unexpected acquisition opportunities?

Business owners can prepare for acquisition opportunities by maintaining healthy financials, building strong teams, documenting systems, measuring key performance indicators, and regularly assessing the overall health of their business before buyers appear.

What are the essential elements of a healthy business?

The essential elements of a healthy business include purpose, team alignment, systems, measurement, communication, relationships, and innovation. Together, these factors create a scalable and sustainable organization.

Why do buyers look beyond revenue during business acquisitions?

Buyers look beyond revenue because strong sales do not guarantee long-term success. They evaluate leadership, employee alignment, operational systems, profitability, culture, and growth potential to determine the true value of a business.

What makes a business more valuable during due diligence?

Businesses become more valuable during due diligence when they demonstrate strong leadership, reliable financial reporting, scalable processes, engaged employees, consistent performance metrics, and a clear strategic vision.

How do systems and processes increase business value?

Systems and processes increase business value by creating consistency, improving efficiency, reducing operational risk, and making the company less dependent on individual employees, which gives buyers greater confidence in future performance.

Kendall Peterson

https://www.elementalstrat.com/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

In today’s episode, I’m joined by David C. Barnett—an international speaker, author, consultant, and one of the most respected voices in the world of buying, selling, financing, and managing small and medium-sized businesses.

Together, we take a deep dive into what really happens in the lower middle market and Main Street business transactions. Most owners hear headlines about billion-dollar acquisitions, but the reality for the majority of business owners is very different. We break down how buyers actually think about value, why sellers often misjudge what their business is worth, and how emotional expectations, financing realities, and risk perception all collide during a deal.

We also explore why many businesses never sell, what drives real valuation multiples in this space, and how sellers can better prepare themselves for a successful and realistic exit. This conversation is a grounded, eye-opening look at the “real deal” behind business valuation and M&A.

Key Takeaways:

Lower middle market deals are fundamentally different
Most small businesses are owner-operated, emotionally driven, and far more sensitive to risk than large corporate transactions.
Cash flow and continuity matter more than revenue
Buyers focus on EBITDA and, more importantly, whether that cash flow will continue under new ownership.
Seller expectations are often inflated by media narratives
Many owners believe in unrealistic valuation multiples based on high-profile deals that don’t reflect Main Street reality.
Deal structure often matters more than price
Seller financing, earnouts, and deferred payments are commonly used to bridge risk gaps between buyers and sellers.
Preparation determines exit success
Businesses that are clean, documented, and financially transparent achieve better outcomes and higher buyer confidence.

Q&As from episode:

What is the lower middle market in business valuation?

The lower middle market typically refers to businesses with EBITDA under about $1–1.3 million. These companies are often owner-operated, have limited management layers, and are heavily dependent on the owner for operations and decision-making.

How do buyers determine the value of a small business?

Buyers evaluate two key factors: current cash flow (usually EBITDA) and whether that cash flow will continue after ownership changes. Risk factors like customer concentration, employee retention, and owner dependency heavily influence price.

Why do many small businesses not sell successfully?

Many small businesses fail to sell because seller price expectations are too high, financial records are unclear, or the business is too dependent on the owner. Additionally, a large percentage of listed businesses never find qualified buyers.

What is seller financing in a business sale?

Seller financing is when the business owner agrees to receive part of the purchase price over time instead of all at closing. It helps bridge risk for buyers and increases deal feasibility when bank financing is limited.

What is the biggest mistake business owners make when selling a business?

The biggest mistake is assuming their business is worth more than what the market and cash flow support. Many owners also fail to prepare early, clean up financials, or understand how buyers assess risk and deal structure.

David C. Barnett

https://www.DavidCBarnett.com

https://www.linkedin.com/in/davidbarnettmoncton/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

When it comes to buying or selling a business, most people focus on one thing—the price. But what if I told you that the price is only the beginning, and that millions can be won or lost in the details of the deal itself?

In today’s episode, I’m joined by Holli Moeini, a seasoned CFO, CPA, and M&A advisor who has seen firsthand how deals can quietly erode—or significantly increase—value depending on how they’re structured. As someone who works closely with business owners navigating valuation, mediation, and complex financial decisions, I’ve also witnessed how easy it is to overlook critical elements that ultimately shape the outcome of a transaction.

Together, we dive into the hidden layers of mergers and acquisitions—where working capital, earnouts, due diligence, and financial storytelling can make or break a deal. Holli shares insights from her book Finding the Missing Millions in M&A and breaks down where business owners unknowingly leave money on the table.

If you’re a business owner, investor, or advisor, this conversation will challenge the way you think about value—and show you why preparation, strategy, and the right guidance matter far more than you might expect.

Key Takeaways:

Price is Only One Piece of the Puzzle
The final deal value is heavily influenced by structure, terms, and execution—not just the headline number.
Preparation Drives Value
Businesses that are financially organized, operationally structured, and strategically positioned command higher multiples.
Working Capital Can Make or Break Deals
Misunderstanding working capital expectations can swing deals by hundreds of thousands—or even millions.
Earnouts Require Precision
Without clear definitions, control, and measurement cadence, earnouts can lead to significant financial loss and disputes.
Financial Storytelling Builds Trust (and Price)
Buyers assess not just numbers, but credibility. Inconsistent or unclear financial narratives reduce perceived value.

Q&As from episode:

Q1: What is the biggest mistake business owners make when selling their company?
A: The biggest mistake is focusing only on the sale price while ignoring deal structure elements like working capital, earnouts, and financial presentation, which can significantly impact final value.

Q2: How can a business owner increase the value of their company before selling?
A: By cleaning up financial records, preparing accrual-based statements, building a strong leadership team, and creating clear, consistent financial narratives that reduce buyer risk.

Q3: What is working capital in an M&A deal and why does it matter?
A: Working capital represents the short-term assets needed to run the business post-sale. Mismanaging it can reduce the seller’s proceeds or even jeopardize the deal.

Q4: What is an earnout and how can it affect the sale price?
A: An earnout is a performance-based payment after the sale. If poorly structured, it can result in sellers not receiving expected payouts due to unclear terms or lack of control.

Q5: Why is due diligence so important in mergers and acquisitions?
A: Due diligence uncovers financial, legal, and operational risks. Poor preparation can lead to deal renegotiation, reduced valuation, or complete deal failure.

Holli Moeini

https://hollimoeini.com/

https://www.linkedin.com/in/hollimoeini/

holli@hollimoeini.com

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

Today we’re taking a deep dive into something every founder thinks about—but very few truly understand: what makes a company fundable in the eyes of an investor.

If you’ve ever believed that having a great idea or strong revenue is enough to secure funding, this conversation may challenge that assumption. Because the reality is, most companies are passed on long before they ever understand why. And it’s not always about the numbers.

I’m joined by Isabelle Tashima, and together we’re breaking down how investors actually think—from what initially grabs their attention to what quietly turns them away. We talk about the importance of product-market fit, capital efficiency, storytelling, and why being honest about your weaknesses can actually work in your favor.

This episode is about pulling back the curtain on the investor mindset. Whether you’re preparing to raise capital or simply want to build a stronger, more scalable business, this conversation will give you a clearer lens into what truly matters—and what doesn’t.

Key Takeaways:

Fundability goes beyond revenue and ideas.
Investors prioritize businesses that solve real problems and have customers who genuinely value the product.
Product-market fit is non-negotiable.
A company must demonstrate that its offering is needed and loved—not just viable.
Strong fundamentals matter more than fast growth.
Revenue quality, repeatability, and unit economics are critical indicators of long-term scalability.
Transparency builds trust with investors.
Being upfront about challenges and gaps can accelerate alignment and filter out poor-fit investors early.
Capital should accelerate—not fix—a business.
The best founders raise money strategically to scale what’s already working, not to patch underlying issues.

Q&As from episode:

What makes a company fundable to investors?

A company is fundable when it solves a real problem, has strong product-market fit, demonstrates repeatable revenue growth, and shows scalable unit economics.

Do investors care more about revenue or business fundamentals?

Investors care more about business fundamentals, including revenue quality, customer retention, and scalability, rather than just top-line revenue.

What is product-market fit and why is it important?

Product-market fit means customers need and value your product enough to consistently use and pay for it, making it a key factor in attracting investors.

Should founders be honest about weaknesses when pitching investors?

Yes, founders should be honest about weaknesses because transparency builds trust and helps investors determine if they can add value.

When should a business raise capital?

A business should raise capital when it has a proven model and needs funding to accelerate growth—not to fix unresolved operational or financial issues.

Isabelle Tashima
Sr. Associate

https://www.volitioncapital.com/team/isabelle-tashima/

https://www.linkedin.com/in/isabelle-tashima-780065135/

isabellet@volitioncapital.com

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

Today we are with Victoria Kirilloff, Certified Divorce Financial Analyst and founder of Divorce Analytics, to break down one of the most common — and misunderstood — issues in divorce:

👉 Hidden money, financial manipulation, and how to actually prove it.

From forensic accounting strategies to real-world case examples, this conversation dives into how money gets hidden, what red flags to look for, and how to turn financial data into leverage in your settlement.

Victoria also shares her powerful personal story — and how she transformed her own divorce into a system that now helps others navigate the financial side of divorce with clarity and confidence.

Key takeaways:

Hidden money leaves patterns — not perfection.
You’re not looking for a secret vault. You’re looking for transfers, inconsistencies, and behavioral changes in financial data.

Start with the end in mind.
Before digging into years of statements, define your goal:
👉 More assets?
👉 Higher support?
👉 Clarity and closure?

Forensics must impact the outcome.
Spending thousands to find small discrepancies isn’t strategic. The goal is to shift the financial outcome, not just uncover activity.

Technology is changing the game.
Modern data analytics tools can process massive financial records quickly — helping uncover trends, missing accounts, and suspicious activity that would take months manually.

Divorce is a financial strategy, not just a legal process.
Attorneys handle the law — but financial experts uncover the truth behind the numbers that drive your settlement.

Q&As from episode:

Q1: What are the signs your spouse is hiding money in divorce?
A: Common signs include unusual cash withdrawals, transfers to unknown accounts, cryptocurrency activity, hidden investment accounts, sudden debt increases, or inconsistent income reporting.

Q2: How do you prove hidden assets in divorce?
A: By analyzing financial documents (bank statements, tax returns, credit cards) to identify patterns, discrepancies, and undocumented transfers. Proof comes from clear documentation and tracing funds over time.

Q3: Can cryptocurrency be hidden in divorce?
A: Yes. Crypto accounts and digital assets are increasingly used to hide funds because they’re less visible — but they still leave transaction trails that can be analyzed.

Q4: Is it worth hiring a forensic financial expert in divorce?
A: It depends on the potential impact. If uncovering hidden money could significantly affect property division or support, it can be highly valuable. Strategy matters more than chasing every dollar.

Q5: How does hidden money affect alimony or property division?
A: Hidden income or depleted assets can lead to adjustments in property division, increased spousal support, or reimbursement claims (marital waste).

Victoria Kirilloff, CDFA®, NCPM®, CDS®
Family Financial Mediator/ Divorce Analyst & Strategist/ Holistic Wealth Consultant

https://www.linkedin.com/in/vkirilloff/

https://www.divorceanalytics.com/

hello@mywealthanalytics.com

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Welcome back to ValuationPodcast.com. I’m Melissa Gragg, and today we’re unpacking a case that highlights one of the biggest mistakes people make in divorce litigation—assuming they can fix weak evidence after the fact.

When business interests, hidden assets, and financial disputes collide in divorce, courts rely heavily on the evidence that’s actually presented at trial. And if you fail to properly value an asset, document financial transfers, or bring in the right experts at the right time, you may lose your opportunity to challenge those decisions later.

I’m joined by Kelly Lise Murray, and together we break down a fascinating Texas case that reveals how property owners can sometimes testify about business value, why missing documentation can destroy fraud claims, and how appellate courts often uphold trial court decisions when proper evidence wasn’t introduced the first time.

We also dive into hidden accounts, disputed transfers, valuation gaps, and why relying on incomplete financial records can create costly consequences. This episode is a powerful reminder that divorce litigation isn’t just about what happened—it’s about what you can prove.

If you own a business, have complex assets, or are navigating a high-conflict divorce, this conversation will help you understand why strong documentation and the right financial strategy matter long before you ever step into court.

Key Takeaways:

Some evidence is better than no evidence.
Courts may rely on imperfect evidence if one party fails to provide stronger valuation support.
You cannot fix missing evidence on appeal.
Appellate courts often uphold trial decisions when parties fail to present proper documentation during trial.
Property owners may testify about asset value in some states.
Depending on state law, owners may be allowed to provide testimony regarding business value—but credibility still matters.
Financial tracing is critical in complex divorce cases.
Transfers between accounts, hidden assets, and alleged fraud require strong documentation to prove.
Your trial strategy determines long-term outcomes.
Building the right legal and financial team early can prevent irreversible mistakes.

Q&As from episode:

Can a business owner testify about business value in divorce court?

Yes, in some states business owners may testify about business value, but courts still evaluate whether the testimony is credible and supported by financial evidence.

What happens if you don’t provide business valuation evidence in divorce?

If you fail to provide valuation evidence, courts may rely on whatever financial evidence is available—even if it’s incomplete.

Can you appeal a divorce settlement because of missing financial evidence?

Appeals are difficult when missing evidence could have been introduced during trial but wasn’t properly presented.

How do courts handle hidden asset claims in divorce?

Courts review financial records, account transfers, and tracing documentation to determine whether assets were hidden or improperly transferred.

Why is financial tracing important in divorce cases?

Financial tracing helps prove ownership, track transfers, identify double counting issues, and protect assets from being mischaracterized during divorce proceedings.

Kelly Lise Murray

https://divorcethishouse.com/

https://vettingthehouse.com/faculty/

https://www.linkedin.com/in/kellylisemurray/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Welcome back to ValuationPodcast.com. I’m Melissa Gragg, and today we’re diving into a conversation that every business owner, attorney, and divorcing spouse needs to hear—because we’re talking about what happens when valuation evidence falls apart in court.

When a business is involved in divorce, people often assume that simply showing up with numbers is enough. But the reality is that courts don’t just evaluate the value—they evaluate the credibility behind that value. Weak testimony, inconsistent financial records, unsupported opinions, and poorly structured rebuttal arguments can completely change the outcome of a case.

I’m joined by Kelly Lise Murray, and together we break down a fascinating case that highlights what happens when expert testimony goes head-to-head with conflicting evidence. We discuss failed business sales, inflated bank valuations, rebuttal experts that overstep their role, and how judges ultimately decide what testimony they trust.

This episode pulls back the curtain on what actually holds up in court—and what can quietly destroy your credibility. If you’re navigating a divorce involving business ownership or simply want to understand how valuation evidence can make or break a case, this is a conversation you don’t want to miss.

5 Key Takeaways

Credibility matters as much as valuation methodology.
Courts evaluate not just the numbers presented, but whether the testimony behind those numbers is credible and well-supported.
Conflicting financial documents can damage your case.
Business owners must be cautious when prior bank filings, loan applications, or financial statements contradict later valuation claims.
Rebuttal experts have limitations.
A rebuttal expert cannot overstep and provide unsupported independent valuation opinions without proper analysis.
Judges have broad discretion in business valuation disputes.
Courts may select a valuation number anywhere within the range of credible evidence presented.
Poor financial decisions can impact divorce settlements.
Spending marital assets irresponsibly may be viewed as dissipation and affect final asset division.

Q&As from episode:

How do courts determine business value in divorce cases?

Courts determine business value in divorce cases by reviewing expert testimony, financial records, valuation methodologies, and the credibility of all evidence presented.

What happens if business valuation evidence conflicts in divorce court?

When valuation evidence conflicts, judges may weigh credibility, review supporting documentation, and choose a value within the range of reliable evidence.

Can a rebuttal expert provide an independent business valuation?

Generally, a rebuttal expert is expected to critique existing valuation testimony rather than introduce a completely new unsupported valuation opinion.

What is dissipation of marital assets in divorce?

Dissipation occurs when one spouse wastes marital assets on reckless or non-marital spending, which may lead courts to compensate the other spouse.

Why is expert testimony important in business valuation divorce cases?

Expert testimony is important because courts rely on qualified professionals to explain valuation methods, financial data, and the true worth of complex business assets.

Kelly Lise Murray

https://divorcethishouse.com/

https://vettingthehouse.com/faculty/

https://www.linkedin.com/in/kellylisemurray/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

In this episode, we are with Randy Kessler: family law attorney, professor, media commentator, and trusted counsel in many high-profile divorce cases.

From prenups and influencer income to personal goodwill, domestic violence allegations, private judging, and brand-based wealth, this conversation breaks down what really separates celebrity divorce from the average divorce — and what actually stays the same.

If you’ve ever wondered how divorce works when fame, endorsements, sports contracts, or public image are involved, this episode gives you a rare insider look from two professionals who handle complex financial and family law issues every day.

Key Takeaways:

Celebrity divorce often starts with a prenup — but prenups still get challenged.
Even in high-profile marriages, prenups are not always automatic, airtight, or easy to enforce. Timing, disclosure, fairness, and execution still matter.

Fame changes the economics of divorce.
Athletes, influencers, entertainers, and public figures may have short earning windows, volatile income, and brand-dependent wealth that makes valuation far more complicated.

Personal goodwill and marital effort can overlap.
When the “business” is the person — like an influencer, athlete, or public figure — courts may need to distinguish personal reputation from marital labor and built business value.

Privacy is often the real strategy in celebrity divorce.
Many high-profile divorces are resolved behind closed doors through private negotiation, mediation, arbitration, or carefully structured settlements long before the public hears about them.

At the core, divorce is still human.
No matter how much money or fame is involved, divorce still comes down to the same issues: emotion, control, fairness, children, reputation, and the challenge of unwinding a life together.

Q&As from episode:

Q1: What is the biggest difference between celebrity divorce and regular divorce?
A: The biggest difference is usually privacy, complexity, and the type of assets involved. Celebrity divorces often include prenups, brand income, public image concerns, business valuation, and private settlement structures.

Q2: Are prenups more common in celebrity divorces?
A: Yes. Celebrities, athletes, and influencers are more likely to have prenups because they often have teams of lawyers, managers, advisors, and family members encouraging financial protection before marriage.

Q3: How do influencers and athletes create unique divorce valuation issues?
A: Their income may be short-lived, reputation-based, or tied to endorsements, sponsorships, social media platforms, and future opportunities. That makes valuation, support, and asset division more nuanced than a traditional salary-based divorce.

Q4: Can brand deals and public image affect divorce outcomes?
A: Yes. A public figure’s income may depend heavily on reputation, followers, endorsements, and goodwill. Allegations, scandals, or reputation damage can impact future earning power and settlement negotiations.

Q5: Do celebrity divorces always happen in court?
A: No. Many are handled through private negotiation, mediation, arbitration, or confidential settlement agreements to reduce public exposure and protect careers, children, and reputations.

Randy Kessler

https://www.ksfamilylaw.com/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

In this conversation, we discuss with Becky how discovery really works in divorce cases, why subpoenas often get rejected, and how proper research and compliance can dramatically speed up legal outcomes.

Whether you are a divorce attorney, financial expert, forensic accountant, mediator, or someone navigating divorce, understanding the subpoena process can make the difference between stalled litigation and real financial clarity.

5 Key Takeaways From This Episode

Discovery Is Power in Divorce Cases
The discovery phase determines whether both parties have access to the financial records necessary for a fair settlement.
Subpoenas Can Reveal Hidden Financial Information
Bank records, business transactions, crypto accounts, and payment processors often require subpoenas to obtain accurate documentation.
Many Subpoenas Get Rejected
Improper formatting, incorrect jurisdiction, or incomplete requests cause many subpoenas to fail—creating costly delays in divorce litigation.
Financial Control Is Common in Divorce
Often one spouse controls financial accounts, leaving the other struggling to obtain documentation without legal intervention.
The Right Legal Team Makes the Difference
Attorneys, financial experts, and subpoena specialists working together can significantly accelerate divorce cases and improve outcomes.

Q&A From the Episode
Q: What is discovery in a divorce case?
A: Discovery is the legal process where both parties must disclose financial records, assets, debts, and documents relevant to the divorce settlement.

Q: Why are subpoenas important in divorce litigation?
A: Subpoenas allow attorneys to legally obtain financial records from banks, businesses, and third parties when a spouse refuses or delays providing documentation.

Q: Why do many subpoenas get rejected?
A: Subpoenas are often rejected due to incorrect jurisdiction, missing compliance requirements, overly broad requests, or improper service.

Q: Can subpoenas uncover hidden assets?
A: Yes. Subpoenas can reveal bank accounts, payment processors, cryptocurrency holdings, business transactions, and other financial activity not voluntarily disclosed.

Q: How can subpoenas speed up divorce settlements?
A: Once financial documents are obtained through subpoenas, attorneys and financial experts can analyze the information quickly and move the case toward settlement.

Becky Sampson:
Becky Sampson is a Divorce Advocate & Coach for Women and the founder of Only Subpoenas™, a nationwide legal support service specializing in subpoena drafting, filing, service, and compliance support for family law attorneys.

Her mission is rooted in turning adversity into empowerment and creating opportunities for women rebuilding their lives.

RISE. EMPOWER. HEAL.™: https://link.onlysubpoenas.com/widget/booking/envmsuH9z9g62URt0LHE

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

Today on ValuationPodcast.com, we’re diving into one of the most cautionary valuation cases you’ll ever read.

Handshake deals. Huge jury verdicts. And a $54 million award that collapsed on appeal.

I’m joined by attorney and legal scholar Kelly Lise Murray to unpack Kay v. Yasowitz, a Texas appellate decision that sits right at the intersection of divorce, business valuation, IP transfers, restructuring, and derivative claims.

This case started as a divorce. It turned into a two-week jury trial over a startup. It resulted in a nine-figure business valuation. And then the appellate court reversed it — largely because of one early memorandum of agreement drafted without proper valuation or legal structuring.

If you’re a business owner, valuation expert, divorce professional, mediator, or financial advisor — this episode is a masterclass in what can go wrong when critical assets are negotiated without the right team at the table.

5 Key Takeaways:

Early Agreements Can Control Everything

A single memorandum of agreement negotiated at the beginning of divorce — without proper legal and valuation structure — dictated the outcome years later.

Intellectual Property Transfers Are Not “Simple Restructuring”

Divesting IP for zero value fundamentally changes damage analysis. The appellate court relied heavily on this fact.

Valuing the Wrong Entity Can Destroy a Case

The wife’s expert valued the post-divorce successful company rather than the original marital business — a fatal flaw on appeal.

Derivative Claims Require Proper Damage Theory

Even when standing is established, failure to prove legally supported damages will collapse the verdict.

Courts Don’t Rescue Bad Deals

If you agree to unfavorable terms in divorce — even low-information deals — courts generally enforce them.

Q&As from the episode:1. What happens if a business is valued incorrectly in court?

If the wrong entity is valued or the damage model does not align with legal standards, appellate courts can reverse the verdict for legal insufficiency.

Can a divorce agreement affect later business litigation?

Yes. A divorce memorandum of agreement can function as a binding contract that controls future ownership, restructuring, and damage claims.

What is a derivative claim in business litigation?

A derivative claim is brought by a shareholder or member on behalf of the company for harm done to the company itself.

Why are startup valuations risky in divorce cases?

Startups involve speculative projections, intellectual property, and restructuring issues, making valuation highly sensitive to structure and legal framing.

Can intellectual property be transferred for zero value?

Yes, but doing so may eliminate future damage claims tied to that IP if the transfer was contractually required.

Kelly Lise Murray

https://divorcethishouse.com/

https://vettingthehouse.com/faculty/

https://www.linkedin.com/in/kellylisemurray/

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

Today I’m joined by Peter Anderton, a UK-based leadership expert who helps senior executives cut through the noise to transform their organizations, their teams, and their lives.

This episode tackles a powerful leadership shift that directly impacts business value: “Deliver the team, not the result.” We break down why founders become the bottleneck, how that hurts culture and performance, and why it can also ding your valuation when it’s time to sell.

Leadership has been massively overcomplicated — but the shift that matters most is simple: your job isn’t delivering the result, it’s delivering the team who delivers the result.

5 Key Takeaways

Focusing only on results makes you the bottleneck.
If you’re always the rescuer, you create a team that always needs rescuing.
Your real deliverable is the team.
Results matter, but the leader’s job is building a team that can deliver results without founder dependency.
Founder dependency hurts valuation and saleability.
Buyers discount businesses that unravel when the owner steps away.
You can’t change your team’s behavior—you can only change yours.
The team becomes a reflection of the leader: clarity, consistency, focus, and accountability start with you.
Protect daily time for team-building to create momentum.
Even 30 minutes a day (or 90 minutes for the 80/20) invested in coaching, clarity, feedback, and alignment compounds fast.

Q&As from the episode:

Q1: What does “deliver the team, not the result” mean in leadership?
A: It means the leader’s job is to build and develop a team that can deliver results consistently—rather than the leader personally rescuing every problem to hit outcomes.

Q2: Why do founders become the bottleneck in their business?
A: Founders become the bottleneck when they stay involved in every decision, fix every issue, and rely on personal performance instead of building team capacity and ownership.

Q3: How does founder dependency affect business valuation when selling?
A: If the business depends on the founder to function, buyers see higher risk and lower scalability—so they reduce the price because the company may fall apart without the owner.

Q4: What are the two key leadership mindset shifts?
A: Rule #1 is “It’s not about you” (your job is building the team). Rule #2 is “It’s only about you” (you change the team by changing your own behavior first).

Q5: How can a leader improve team performance without micromanaging?
A: Create clarity, coach outcomes, give feedback, and invest consistent time in the team—so they build confidence and capability without needing constant rescue.

Connect with Peter on LinkedIn

Peter's website

Melissa Gragg

https://www.valuationmediation.com/

https://www.youtube.com/@BusinessValuationStL

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Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

Today I’m joined by Jeff Condren, an advisor to family business owners in the Chicagoland area who specializes in next-generation transitions and building the right team to make those transitions successful.

In this episode, we’re digging into a topic that doesn’t get talked about enough: how valuation decisions shape the entire family wealth system — from retirement planning and risk balancing, to succession, fairness among siblings, taxes, and even family harmony.

5 Key Takeaways

Valuation is a family systems decision, not just a number.
How you value the business influences retirement planning, sibling expectations, governance, and future conflict.
Regular valuations prevent stalled deals and “money left on the table.”
Overvaluing can kill interest; undervaluing can cost millions — being prepared protects leverage.
Business risk changes how owners invest outside the business.
Many owners take big risk inside the company, then prefer a more conservative investment portfolio to balance total risk.
Next-gen transitions require early exposure, not holiday dinner conversations.
Families need a multi-year plan to share information, clarify values, and create ownership structures that don’t explode later.
The right accountability team reduces taxes and reduces family conflict.
Coordinated planning with a CFO/treasurer, CPA/auditor, estate planner, financial advisor, and valuation expert prevents legal, tax, and sibling-war landmines.

Q&As from the episode:

Q1: Why do family business owners need regular business valuations?
A: Regular valuations help owners set a realistic price if a buyer approaches, avoid over- or undervaluing the company, and plan retirement and succession with credible numbers.

Q2: How does business valuation affect family wealth planning?
A: The valuation influences estate planning, gifting decisions, tax strategy, portfolio risk, and how “fair vs. equal” is structured among children and heirs.

Q3: What happens if a business owner undervalues their company during a sale?
A: Undervaluing can leave millions on the table, weaken negotiating power, and create a sale price that doesn’t match the real economic value of the business.

Q4: Why do business owners delay succession planning?
A: Many owners are emotionally attached to the business, unsure what they’ll do after exiting, and focused on day-to-day operations instead of long-term transition strategy.

Q5: Who should be on the team for a family business transition?
A: Typically: an internal CFO/treasurer, an external CPA/auditor, a valuation expert, an estate planner, and a financial advisor to coordinate taxes, ownership, and post-sale planning.

LinkedIn: https://www.linkedin.com/in/condren/

Website: https://www.mesirow.com/bio/jeff-condren

Jeffrey Condren is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.

Jeff joined Mesirow in 2015 and has 20 years in the financial services industry. Throughout his career, he has provided invaluable guidance to a diverse clientele, navigating them through various economic landscapes and market fluctuations.

Melissa Gragg

https://www.valuationmediation.com/

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Hi, and welcome back to ValuationPodcast.com — the podcast and video series where we talk about business, valuation, and the real-life issues that come with both. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis.

Today I’m joined by Emily Bouchard — family transition specialist, author, and speaker — and we’re going beyond the numbers. Our topic is: Before the Sale: Building Trust Around Family, Money, and the Next Generation.

Because when a founder-led or multi-generational company is heading toward a transition — whether it’s a sale, gifting, or passing leadership — it’s never just a transaction. It’s identity, legacy, fairness, transparency, and trust… all at once.

If your family business is thinking about “what’s next,” this conversation is for you.

5 Key Takeaways

A business sale is an identity event, not just a financial event. Founders often need emotional preparation for “who am I after this?”
Role clarity prevents resentment. Ownership, leadership, employment, and “perks” must be defined before trust fractures.
Transparency needs structure. Families need governance (owners council, board, family assembly) to decide who knows what, when, and why.
Fair isn’t always equal — but it must feel fair. Especially when some heirs work in the business and others don’t.
Capture the legacy before the doors close. After a clean sale, access ends — archive stories, artifacts, lessons, and values before you exit.

Q&As from this episode

Q1: What should a family business do before selling a company?
A: Before selling, families should align on legacy goals, clarify roles and ownership expectations, and set a communication plan so trust doesn’t break during the transaction.

Q2: Why do business owners regret selling their company after a sale?
A: Many owners regret selling because they weren’t emotionally prepared for the identity shift and loss of purpose that can happen within 6–12 months post-sale.

Q3: How do you build trust between siblings in a family-owned business?
A: Trust grows through transparency, clear governance, role definition, and shared agreements on distributions, perks, and decision-making—so assumptions don’t turn into resentment.

Q4: What’s the difference between fair vs equal in family business inheritance?
A: Equal means everyone gets the same. Fair means the structure reflects contributions, roles, and needs—especially when some heirs work in the business and others are passive owners.

Q5: When should you tell family members you’re planning to sell the business?
A: Families should start with shared values and legacy conversations early, then disclose sale discussions in a structured setting (like a family assembly) so everyone hears it at the same time.

Emily Bouchard:

https://emilybouchard.com/

As a fractional Chief Learning Officer and Family Dynamics Advisor for Family Offices and Financial Advisory Firms, I bring over 20 years of experience working with multigenerational families of wealth. My role is to empower clients and their advisors with knowledge and skills to maximize the benefits, while minimizing the pitfalls, associated with financial wealth.

With a background in social work and marital and family therapy, I focus on the human, social, intellectual and spiritual capitals to make sure the financial capital is a force for good for families and the communities they love."

Melissa Gragg

https://www.valuationmediation.com/

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The Future of Leadership: Self-Awareness, Authenticity, and Human Connection with Emily Bouchard and Akasha

Welcome back to ValuationPodcast.com, where we explore business, valuation, and the human side of leadership.

In this episode, Melissa Gragg, financial mediator and valuation expert, is joined by Emily and Akasha for a powerful conversation on leadership, self-awareness, authenticity, and integration — and why these qualities matter more than ever in today’s rapidly changing world.

As AI, remote work, and global complexity reshape organizations, traditional leadership models are no longer enough. This conversation explores how leaders — especially in corporate, family business, and legacy environments — can evolve by becoming more self-aware, emotionally intelligent, and authentically human.

We discuss:

Why leadership is shifting from control to connection
The cost of inauthenticity and identity projection
Masculine and feminine integration in leadership
How vulnerability builds trust, innovation, and resilience
Why seeing and being seen may be the most critical leadership skill of our time

This episode moves beyond tactics and metrics into the inner development work required to lead people — not just systems.

If you’re a leader, advisor, family business owner, or someone navigating identity and purpose at work, this conversation will challenge and expand how you think about leadership.

5 Key Takeaways

The future of leadership is inner development
Self-awareness, emotional intelligence, and authenticity are now essential leadership capabilities.
Inauthenticity has a real energy cost
Leaders burn out by maintaining identities that don’t reflect who they truly are.
Leadership is about seeing and being seen
Trust, influence, and collaboration grow when people feel genuinely recognized.
Integration beats polarization
The most effective leaders integrate masculine and feminine qualities rather than suppressing either.
Safe spaces unlock innovation and growth
Psychological safety allows people to take risks, share perspectives, and lead as whole humans.

Q&As from the episode:

Q1: Why is self-awareness important for leadership today?
A: Self-awareness allows leaders to adapt, communicate effectively, and build trust in increasingly complex and human-centered environments.

Q2: How does authenticity impact leadership effectiveness?
A: Authentic leaders use less emotional energy managing perceptions, which leads to better decision-making, resilience, and team engagement.

Q3: What role does emotional intelligence play in modern leadership?
A: Emotional intelligence enables leaders to navigate conflict, motivate teams, and create cultures of psychological safety and collaboration.

Q4: Why are traditional leadership models failing?
A: Models based on control, hierarchy, and suppression don’t align with today’s need for connection, adaptability, and meaning.

Q5: How can leaders create safer, more innovative teams?
A: By modeling vulnerability, validating diverse perspectives, and encouraging curiosity over certainty.

Q6: What does it mean to lead as a whole human being?
A: Leading as a whole human means integrating personal values, empathy, awareness, and purpose into professional leadership roles.

https://emilybouchard.com/

https://www.cultivatingleadership.com/

https://www.valuationmediation.com/

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Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your Business

Welcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.

In this episode, I sit down with Paige Wiest, CEO of Tree Ring Digital, to uncover one of the biggest blind spots business owners face today—digital asset ownership, continuity, and valuation.

If you think “I know where my website is,” or “my marketing team handles that,” this conversation will open your eyes. Paige breaks down the hidden digital assets that can make or break your valuation, delay due diligence, trigger legal conflicts, or even destroy a deal entirely.

We talk about:
✔️ What digital assets actually are (it’s far more than a website)
✔️ Why owners lose control of their online presence without realizing it
✔️ How digital chaos affects valuation, due diligence & post-transaction headaches
✔️ Business continuity, digital continuity & avoiding operational breakdowns
✔️ The rising importance of AEO (AI Engine Optimization)
✔️ How small oversights—like a past employee’s phone number—can cost you thousands

⭐ 5 Key Takeaways

Most business owners do NOT own or control all their digital assets. Logins, domains, hosting, ad accounts, social profiles, CRMs, and tools are often scattered, vendor-owned, or tied to former employees.
Due diligence can break down without digital asset clarity. Buyers lose confidence when ownership is unclear—leading to retrades, lower valuations, or stalled deals.
Digital continuity is as critical as operational continuity. If a vendor disappears or an employee leaves, businesses can lose access to websites, analytics, systems, or customer funnels.
AI-driven search (AEO) will not replace SEO—but requires a clean, authoritative digital foundation. Without SEO fundamentals and trustworthy structured data, AEO strategies fall flat.
Digital asset audits need to happen BEFORE going to market. Fixing gaps can take months (or legal battles), so owners should inventory and secure everything early.

If you’re preparing for a sale, planning expansion, or simply want to protect what you’ve built, this episode gives you the blueprint to regain control of your digital empire.

Learn More & Download Paige’s Digital Asset Protection Checklist:
treeringdigital.com/valuation

Paige Wiese (W-ee-s) is the founder and CEO of Tree Ring Digital, a top-ranked Denver-based marketing agency that develops high performance websites and digital marketing strategies for businesses nationwide. With 16 years of industry experience, Paige has seen companies and CEOs struggle to manage and maintain their assets through growth or transition. She has
recently developed a proprietary digital asset management service to track and protect companies’ over 200 data points. Paige is a dedicated speaker and mentor on the topics of brand protection and business growth.

https://www.linkedin.com/in/paigewiese/
https://www.treeringdigital.com/

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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The Unexpected Cost of Not Planning Your Exit | ValuationPodcast.com with Mark Howley

Welcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri. In today’s episode, I’m joined by returning guest Mark Howley — entrepreneur, former business owner, consultant, and podcaster — to break down the unexpected cost of NOT planning your exit.

Mark shares stories from scaling and selling his packaging business, navigating specialty vs. commodity markets, avoiding the “Walmart Trap,” managing cash flow during growth, and positioning a company to command a premium valuation. Melissa adds expert perspective from the buyer’s valuation lens — highlighting the hidden red flags, financial pitfalls, and negotiation mistakes she sees over and over.

If you’re thinking about selling your company in the next 2–5 years (or you just want to run it better today), this episode is a must-listen.

5 Key Takeaways

If you don’t plan your exit, the market will discount you.
Buyers price RISK. Customer concentration, declining margins, weak processes, and lack of strategy directly reduce valuation.

Niche companies win — generalists get crushed.
Going “too broad” dilutes brand, increases operational complexity, and creates inefficiency. Premium buyers pay for specialization.

Cash flow tells the real story.
Inventory cycles, receivables vs. payables, and cash timing matter more than revenue. Poor cash management kills deals — and value.

Sophisticated buyers out-negotiate unprepared owners.
They use Quality of Earnings reviews, reps/warranties, and escrow holdbacks to lower price. Owners need financial representation.

You must stay focused on the business during the sale.
Running your own sale process distracts you — and if performance dips, buyers will retrade or walk away.

Q&As from the episode:

What is the biggest risk of not planning your business exit?
The biggest risk is valuation loss. Without planning, owners face declining margins, customer concentration, poor documentation, and unprepared financials — all of which reduce what buyers will pay.
How do you build a company that commands a premium sale price?
Premium companies have: consistent cash flow, diversified customers, strong margins, documented processes, niche positioning, and clean financials backed by professional valuations.
Why do buyers discount businesses with customer concentration?
When one customer represents too much revenue, buyers see elevated risk. If that customer leaves (or pushes down price), the entire company becomes unstable — lowering valuation multiples.
How do business owners decide which markets to expand into?
Owners should evaluate market size, competition, pricing power, and alignment with their niche. Expanding into poorly matched or commoditized categories leads to margin erosion and operational strain.

Connect with Mark Howley:
https://www.themarkhowleyshow.com/

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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Women, Wealth & the Future of Art Value: Galleries, Online Sales & Legacy | ValuationPodcast.com

In this episode of ValuationPodcast.com, Melissa Gragg speaks with Ann Priftis, CEO of a group of seven contemporary art galleries across the U.S. and Canada and an art advisor/appraiser—about how value is created (and preserved) in today’s art market.

You’ll hear how galleries are shifting from the classic “white box” model to hybrid sales (in-person + OVR/online viewing rooms), why many serious purchases still require human advisory (not “Buy Now” buttons), and what collectors should know about stewardship, appraisal, and estate planning. Anne also unpacks how women and next-gen collectors are changing taste, discovery (social media), and resale behavior—and why most art should be bought for love first, returns second.

5 Key Takeaways

Hybrid is the new normal: Galleries pair brick-and-mortar with online viewing rooms and consultative sales—especially effective when buyers already know an artist’s work.
Human trust drives high-value sales: For five-figure (and up) works, collectors still want storytelling + expert guidance, not a one-click cart.
Art fairs & real estate are squeezing the old model: Costs (booths, travel, staffing, leases) are pushing galleries to rethink where and how they sell.
Buy for passion; manage like an asset: Most art won’t outperform financial markets. Enjoy it—and maintain it (storage, conservation, crating, insurance) and appraise periodically to support lending, gifting, or estate decisions.
Women & next-gen are reshaping demand: More diverse boards and curators, social discovery, willingness to try lesser-known artists, and a trade/refresh mindset versus holding forever.

Q&As From Episode:

Q1: Are people really buying expensive art online now?
A: Yes—when they already know the artist or have an advisor guiding them. Online viewing rooms plus live consultant chats create enough confidence for significant purchases.

Q2: What’s the practical difference between décor and collecting?
A: Décor solves a design need (size, color, space). Collecting builds a point of view: artist research, provenance, condition, and a plan for care, documentation, and potential deaccession.

Q3: Is art a good investment?
A: For most buyers, buy for love, not ROI. A small slice of blue-chip work can appreciate, but markets are illiquid and costs (fees, storage, conservation) matter. Treat returns as a bonus.

Q4: How do artists move from $5k to $150k+ price tiers?
A: Consistent quality, institutional validation (exhibitions, collections), press, and strong gallery/advisor placement. Scarcity and sustained demand—not hype alone—support durable pricing.

Q5: What should families do with sizable collections?
A: Get periodic appraisals, document condition/provenance, budget for stewardship (storage, conservation, crating/shipping), and build an estate/legacy plan (donations, loans, or sales) so heirs aren’t forced into rushed decisions.

Connect with Ann: https://www.linkedin.com/in/ann-priftis/
Ann's website: https://clarkpriftisart.com/

Connect with Melissa:
Melissa Gragg
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
Cell: (314) 541-8163

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In this episode of ValuationPodcast.com, host Melissa Gragg sits down with Kelly Finnell, one of the nation’s top ESOP consultants with over 40 years of experience. Together, they uncover insider strategies behind ESOP valuation, regulations, financing, and exit planning. From misconceptions about fair market value to how ESOP-owned companies merge, this discussion helps business owners, advisors, and valuation professionals understand what really happens inside an ESOP deal.

Whether you’re considering selling your business, exploring employee ownership, or advising clients on exit strategies, this episode will help demystify ESOPs and show why they’re booming among baby boomer founders.

👉 Learn about valuation misconceptions, financing structures, regulatory complexity, and opportunities for valuation professionals in this fast-growing space.

⭐ Key Takeaways

ESOP valuations don’t set the price—they establish the maximum fair market value trustees can pay.
ESOPs can pay as much as private equity buyers, contrary to common belief.
Complex ESOP-on-ESOP transactions require specialized structuring and valuation expertise.
Financing typically comes from cash, bank loans, and seller notes (with attractive returns).
ESOPs are a flexible exit strategy, not a lifetime commitment, offering both liquidity and employee benefits.
Success depends on specialized advisors (valuation, legal, and lending) with deep ESOP experience.
Growing demand for ESOPs is fueled by baby boomer business exits.
Valuation professionals have opportunities for recurring ESOP work through annual valuations.

Q1: What is an ESOP and how does it work in a business sale?
A: An Employee Stock Ownership Plan (ESOP) allows a business owner to sell their company to employees through a trust. The trustee ensures the ESOP pays no more than fair market value, providing owners with liquidity, tax benefits, and a structured succession plan.

Q2: How is fair market value determined in an ESOP transaction?
A: A valuation advisor hired by the trustee analyzes the business and sets the maximum price the ESOP can pay. The trustee then negotiates with the seller, aiming for a price close to but not above that maximum.

Q3: Can ESOPs pay as much as private equity firms?
A: Yes. Contrary to common misconceptions, ESOPs often match or even exceed private equity offers. This surprises many owners who assume ESOPs undervalue companies.

Q4: How are ESOP transactions typically financed?
A: Most ESOP deals use a mix of company cash, bank loans, and seller notes. Seller financing often provides a strong return—sometimes around 12%—making it a valuable investment for owners post-sale.

Q5: Why are ESOPs growing in popularity right now?
A: The rise in ESOPs is driven largely by baby boomer business owners seeking succession options. Unlike short-term tax law booms, this trend is sustained by demographics and the need for liquidity.

Connect with Kelly Finnell:
https://execfin.com/team/kelly-o-finnell/
https://www.linkedin.com/company/efsesopconsultants/

Melissa Gragg is a seasoned financial mediator and business valuation expert with over 20 years of experience. She specializes in helping couples and business partners navigate complex financial disputes during divorce and separation. As the founder of Bridge Valuation Partners and a key member of The Divorce Allies, Melissa offers neutral, third-party services including business valuations, pension assessments, income analysis, and strategic settlement planning.

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 

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The Biggest Challenges When Scaling a Business (and How to Overcome Them)

Scaling a business is never easy—especially when you’re also planning for an eventual exit. In this episode of ValuationPodcast.com, host Melissa Gragg talks with Mark Howley, seasoned CEO and strategist, about the biggest challenges business owners face when scaling and selling their companies.

They cover everything from chasing growth vs. focusing on profits, using debt wisely, building management teams, preparing for due diligence, and knowing when it’s time to sell. If you’re a business owner aiming to grow beyond $1M to $10M in revenue or preparing for a sale, this conversation is packed with insights you can apply right now.

Welcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri. In today’s episode, I’m joined by Mark Howley, financial strategist, CEO, and podcast host of The Mark Howley Show.

Mark built, scaled, and sold his company and now shares candid insights on the real challenges of scaling, preparing for sale, and building businesses with lasting value. Whether you’re growing past the $1M mark, aiming for $10M+, or planning your exit, this conversation offers practical lessons every business owner needs.

Topics Covered:

How to avoid “growth traps” and focus on profitability
The right time to hire leadership and delegate control
Why due diligence uncovers more than owners expect
Good vs. bad debt in business growth
The emotional side of scaling and selling

5 Key Takeaways

Profit over Growth Hype – Scaling isn’t just about getting bigger; it’s about sustaining profitability and making calculated moves.
Focus Over Diversification – Owners often get distracted by chasing too many markets; success comes from doubling down on core strengths.
Build a Team That Replaces You – A business dependent on the owner has little transferable value; scalability requires strong middle management.
Prepare for Due Diligence Early – Clean books, accurate inventory, and separation of personal vs. business expenses are non-negotiable for a successful sale.
Timing Your Exit Is Critical – The best time to sell is when growth is strong, systems are in place, and the future looks promising to buyers.

Q&As

Q1: What is the biggest mistake business owners make when scaling?
A: Many chase growth at all costs, spreading into too many markets. The smarter path is focusing on profitable niches and building operational systems before expanding.

Q2: Why should owners prepare their business for sale even if they’re not selling?
A: Buyers want businesses that run without the owner. Pre-sale preparation—like clean financials, a strong team, and documented processes—makes a company more valuable and easier to run.

Q3: How can small business owners use debt wisely?
A: Debt is useful when tied to revenue-generating investments (like marketing or production capacity). It’s dangerous when used for overhead, perks, or non-essentials.

Q4: What surprises owners most during due diligence?
A: The depth of scrutiny. Buyers dig into financials, inventory, tax returns, and operations. Personal expenses hidden in the business often reduce value dramatically.

Q5: How do you know if it’s time to sell your business?
A: Compare the lump sum offer to expected profits over the next 5–10 years. If the offer provides greater certainty and value than holding, it’s likely the right time.

Connect with Mark Howley:
https://www.themarkhowleyshow.com/

Connect with Melissa:
Melissa Gragg
https://www.valuationmediation.com/

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Thinking about selling your business—or scaling it to the next level?

In this episode of ValuationPodcast.com, host Melissa Gragg sits down with financial strategist and bestselling author Monica Garcia Duggal to break down her proven Financial BITES Method. With over 30 years of experience in investment banking, M&A, and helping entrepreneurs build wealth, Monica reveals how to prepare your company for growth, exit, and legacy.

Whether you’re a baby boomer business owner planning retirement, or a high-achieving entrepreneur looking to 10X your company, this conversation will give you actionable steps to avoid leaving money on the table, systematize your operations, and future-proof your business in the age of AI.

🔑 What You’ll Learn in This Episode:

Why baby boomer business owners must plan their exit strategy 3–5 years in advance
How the Financial Bytes Method (Budgeting, Investing, Taxes, Exit, SOPs) makes scaling and selling less overwhelming
The role of consultants in rebranding, restructuring, and maximizing valuation
Why buyers want turnkey businesses with clean operations and strong culture
How AI and technology can double your company’s value (or put it at risk if ignored)

📣 Why This Episode Matters

Every business owner will eventually face the question: Grow, sell, or shut down? Monica Garcia-Dougal explains how to approach this crossroads with clarity, confidence, and a proven framework. From managing your financials to creating a business that runs without you, this episode is packed with strategies to help you scale, sell, and stay ready.

Q1: What is the Financial Bytes Method?
A1: It’s Monica Garcia-Dougal’s five-step system—Budgeting, Investing, Taxes, Exit Strategy, and SOPs—that helps entrepreneurs scale and prepare their companies for sale.

Q2: Why should baby boomer business owners plan their exit early?
A2: With 2.3 million small businesses changing hands, early planning maximizes value, ensures succession, and prevents rushed decisions.

Q3: How do consultants increase business value?
A3: Consultants bring outside perspective, improve systems, and rebrand operations—often adding multiples to a company’s final sale price.

Q4: What makes a business most attractive to buyers?
A4: Buyers look for turnkey operations with clean financials, standard operating procedures, strong culture, and minimal reliance on the owner.

Q5: How can AI impact business valuation?
A5: AI helps streamline operations, cut costs, and expand growth. Companies that embrace it often boost valuation, while those that resist risk falling behind.

Scaling, Selling & Staying Ready: The BITES Method | Business Valuation Podcast Monica Garcia Duggal

Connect with Monica:
http://infinitione.com/about-us
https://www.linkedin.com/in/monicagduggal/

Melissa Gragg is a seasoned financial mediator and business valuation expert with over 20 years of experience. She specializes in helping couples and business partners navigate complex financial disputes during divorce and separation. As the founder of Bridge Valuation Partners and a key member of The Divorce Allies, Melissa offers neutral, third-party services including business valuations, pension assessments, income analysis, and strategic settlement planning.

https://www.valuationmediation.com
https://www.thedivorceallies.com
http://www.MediatorPodcast.com
https://www.ValuationPodcast.com

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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Welcome to ValuationPodcast.com—a podcast and video series where we explore all things related to business valuation, financial transitions, and strategic planning.

I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri. In today’s episode, we’re stepping into a topic that doesn’t get discussed nearly enough: what happens when you suddenly come into wealth you didn’t create.

To help us unpack this, I’m joined by Myra Salzer, founder of The Wealth Conservancy in Boulder, Colorado, also known as The Inheritor’s Advocate. Myra has spent decades helping people navigate the emotional and practical challenges of receiving wealth—especially when they didn’t earn it directly.

Together, we’re talking about the emotional side of money, financial identity, legacy trauma, archetypes, and how fiduciary coaching can help people move from fear and confusion to confidence and control.

Key Takeaways
Sudden wealth is often met with shame, confusion, or isolation—not just celebration.

Inheritors, divorcees, and widows may feel unworthy or overwhelmed by the responsibility that comes with money they didn’t earn.

Inherited wealth is different from earned wealth—and requires a different mindset.

Wealth creators tend to operate with confidence and abundance; inheritors often operate from fear of loss and a scarcity mindset.

Most people aren’t taught how to handle wealth, especially when it arrives suddenly.

Financial education is rarely passed down, and even fewer people receive emotional preparation to handle family money dynamics.

Traditional financial advisors often miss the emotional and psychological needs of sudden inheritors.

Questions answered in this episode:
1. What is sudden wealth and why is it emotionally complicated?
Sudden wealth is when someone comes into a large sum of money—often through inheritance, divorce, or the death of a loved one. It's emotionally complicated because most people don’t feel equipped to manage the responsibility or explain it to others, and it often triggers shame, guilt, or confusion.

How is inherited wealth different from earned wealth?
Earned wealth usually comes with confidence, cause-and-effect thinking, and a sense of control. Inherited wealth, however, can feel like a burden, with fears around loss, judgment, or feeling undeserving. Inheritors often lack the financial literacy or emotional support needed to manage it.
What kind of support do people need when they inherit money?
Inheritors need more than investment advice. They need financial coaching that includes education, emotional support, and mindset work. This might involve money archetype assessments, values clarification, and learning how to set boundaries with family and advisors.
What questions should I ask when choosing a financial advisor after inheritance?
Ask if they are a fiduciary, how they are compensated, if they understand sudden wealth transitions, and whether they offer coaching alongside planning. Avoid firms that prioritize asset gathering over long-term client support.
Can you really ‘prepare’ for sudden wealth through inheritance or divorce?
Yes—but not in the traditional financial sense. You prepare by understanding your relationship with money, knowing your values, and building a support team that helps you stay grounded, not overwhelmed, when wealth arrives.

Myra Salzer
https://www.thewealthconservancy.com/
https://www.linkedin.com/in/myra-salzer/

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri.

Today, I’m talking to Christine Nicholson, a multi-award-winning business mentor, speaker, and author. She’s also an expert in exit and succession planning and works with clients all over the world. She's based in the UK—so enjoy the delightful accent!

In this episode, we dive into the explosion of AI and how it intersects with deal-making. Why, in the age of AI, do you still need a negotiation expert in the room? If AI is the tool, a skilled advisor is the weapon. Christine and I unpack how sellers often unintentionally sabotage their own deals and why experts must act as shields to protect value, mitigate emotional risk, and maintain control in negotiations.

🔹 5 KEY TAKEAWAYS
Sellers Often Undermine Their Own Deals
Sellers unknowingly decrease their business’s value through emotional attachment, oversharing, and being unprepared.

AI Can’t Replace Human Nuance in Negotiations
While AI can provide data, it cannot account for emotions, nuance, or prevent a seller from saying the wrong thing at the wrong time.

Preparation = Leverage
Sellers who prepare valuations, identify weaknesses, and engage advisors early retain power and avoid getting steamrolled by sophisticated buyers.

There Are Always Three Deals
Sellers should define a “Green Deal” (ideal), a “Yellow Deal” (acceptable), and a “Red Deal” (walk-away) ahead of negotiations to avoid regret.

Weekly, Topic-Focused Meetings Improve Outcomes
Structured, single-issue discussions minimize stress and confusion and give sellers time to prepare and maintain control over the process.

🔹 TOP Q&A FROM EPISODE
Why should I avoid being the one to negotiate my business sale directly?
Sellers often become emotional and overshare, weakening their leverage and potentially lowering the sale price.

What’s the biggest mistake business owners make when approached with an unsolicited offer?
Responding too quickly without valuation prep or emotional detachment—often leading to underpricing and unfavorable terms.

How can emotional attachment hurt my business valuation?
It clouds judgment, causes sellers to speak subjectively, and signals risk to buyers who are only focused on ROI.

What’s the benefit of having an expert in the room during business negotiations?
Experts act as a shield—framing answers, controlling narrative, and preventing harmful disclosures that could devalue the deal.

How do I prepare my business for an unsolicited offer?
Conduct regular valuations, understand your “walk-away” terms, and work with advisors to identify and fix red flags before buyers do.

What is a working capital adjustment in business sales?
It’s the amount of cash or assets that need to remain in the business post-sale. Misunderstanding this can cost sellers hundreds of thousands.

What’s the difference between business valuation and value?
Valuation is a number; value includes the full package—team, scalability, processes, and buyer fit—which affects what someone will pay.

Connect with Christine:
https://www.linkedin.com/in/christine-nicholson/
https://christinenicholson.co.uk/

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

https://www.valuationmediation.com
https://www.thedivorceallies.com
http://www.MediatorPodcast.com
https://www.Val

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Employment Law For Business Owners with Gary Martoccio - Business Valuation Podcast Video Series | Valuation Expert Melissa Gragg

Welcome to ValuationPodcast.com, your go-to podcast and video series for all things business and valuation. I’m your host, Melissa Gragg, a valuation mediator and expert based in St. Louis, Missouri. In this episode, I’m joined by Gary Martoccio, a seasoned employment attorney representing employees across nine states, based in Tampa, Florida.

Today, we dive deep into employment law for business owners, exploring how to proactively prevent employment-related claims, what at-will employment really means, the nuances of employee contracts, and practical steps both employers and employees can take to protect their interests. We also discuss the evolving landscape around DEI programs, remote work accommodations, and how recent shifts in enforcement by the EEOC may impact your business or career.

Key Takeaways
1️⃣ At-Will Employment Isn’t Absolute
Employers can terminate employees without cause in at-will states, but discrimination, retaliation, and statutory protections (like FMLA) still create liability if mishandled.

2️⃣ Proper Documentation Protects Employers
Maintaining clear records of performance issues, warnings, and objective reasons for termination can greatly reduce the risk of wrongful termination claims.

3️⃣ Severance Agreements & Mediation Clauses Can Help
Offering severance with a release of claims or requiring mediation in contracts are proactive ways to resolve disputes before they escalate.

4️⃣ Treatment of Departing Employees Matters
How you handle terminations — including being respectful, not contesting unemployment, and giving neutral references — can deter former employees from pursuing claims.

5️⃣ DEI and Remote Work Laws Are Evolving
Shifts in the EEOC’s enforcement priorities around diversity programs and remote work accommodations mean employers need to stay informed and adjust practices accordingly.

This episode can answer these questions:

What does “at-will employment” really mean for employers and employees?
Can an employee still sue for wrongful termination in an at-will state?
How can small business owners avoid wrongful termination lawsuits?
What should be included in an employment contract for at-will employees?
Are non-compete and non-solicitation agreements enforceable today?
How does timing of termination affect wrongful termination claims?
What documentation should employers keep before firing an employee?
Can I include a mediation clause in an employment agreement?
What are the new trends or changes in DEI and employment law?
Should I offer a severance agreement to avoid employment lawsuits?
How does the EEOC’s stance on DEI programs affect employers?
What should employees do if they think they were wrongfully terminated?
Do large or small businesses face more employment law claims?

Connect with Gary

Gary's Website

Melissa Gragg is a seasoned financial mediator and business valuation expert with over 20 years of experience. She specializes in helping couples and business partners navigate complex financial disputes during divorce and separation. As the founder of Bridge Valuation Partners and a key member of The Divorce Allies, Melissa offers neutral, third-party services including business valuations, pension assessments, income analysis, and strategic settlement planning.

https://www.valuationmediation.com
https://www.thedivorceallies.com
http://www.MediatorPodcast.com
https://www.ValuationPodcast.

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Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC - ValuationPodcast.com

Welcome to ValuationPodcast.com, a podcast and video series covering all things business and valuation. I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri.

Today’s episode is a truly inspiring one. We’re joined by Quintrel Brown, Dwayne Ferguson, and Christian Boyd—three creative entrepreneurs and founders of Kre8 Spaces, a production studio and community hub designed to empower artists, creators, and entrepreneurs. Their mission? To provide the tools, mentorship, and consistent support needed for sustainable creative and financial success.

These three aren’t just running a studio—they’re building a movement. From mentorship to grants, production tools to business strategy, they’re changing the way creatives launch and grow. Whether you’re a young artist, a seasoned entrepreneur, or just someone passionate about supporting the arts, you’ll want to hear their story.

Key Takeaways:

Community Is the Catalyst
Kre8 Spaces was founded on a shared mission to uplift creatives—especially young and underserved artists—by providing not only tools but also mentorship and connection. Real growth happens in community, and this space gives artists a place to collaborate, stay accountable, and build lasting relationships.
Strategy Over Stardom
Talent and tools aren’t enough. The team emphasizes the importance of having a clear strategy: knowing your end goal, setting short-term targets, and building consistency. Viral moments mean little without the foundation to sustain and monetize them.
Resources Go Beyond Equipment
While Kre8 Spaces offers state-of-the-art gear (like 4K cameras, podcast studios, and backdrops), the real value lies in what surrounds it: grant education, legal support, workshops, and mentorship. Creatives gain access to an ecosystem that helps them build sustainable income streams.
Creativity Drives Economic Impact
Investing in the arts uplifts entire communities. From tourism to tech, fashion to architecture, creativity fuels innovation and local pride. By supporting artists, cities like St. Louis can retain talent and stimulate cultural and economic growth.
Start Small, Stay Consistent, Show Up
Perfection isn’t required—action is. The founders stress that many creators stall waiting for ideal conditions. Instead, focus on building momentum, learning from missteps, and aligning with people who elevate your mission. Success is built through persistence and presence.

Visit Kre8 Spaces

Connect with Quintrel

Connect with Dwayne

Connect with Christian

Melissa Gragg is a seasoned financial mediator and business valuation expert with over 20 years of experience. She specializes in helping couples and business partners navigate complex financial disputes during divorce and separation. As the founder of Bridge Valuation Partners and a key member of The Divorce Allies, Melissa offers neutral, third-party services including business valuations, pension assessments, income analysis, and strategic settlement planning.

https://www.valuationmediation.com
https://www.thedivorceallies.com
http://www.MediatorPodcast.com
https://www.ValuationPodcast.com

Connect with Melissa:
Melissa Gragg 
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
Cell: (314) 541-8163

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a financial mediator and valuation expert in St. Louis, Missouri.

We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He also has a podcast that we'll talk about later, but today he's going to share his story about building a business with the exit in mind.

And quite frankly, you guys hear me talking about this a lot—not only how do you grow a business, start a business, and market a business, but if you're not thinking about the end in mind, then I think we get distracted by the pretty logos and all of the fun social media. But quite frankly, there's really a process of starting a business—and then, how are you going to exit or monetize it at the end?

Key Takeaways:

1. Build a Business You Understand Deeply

Mark emphasized the dangers of chasing business ideas you don’t know. He initially considered buying companies in industries he didn’t understand (like potato chips or trail mix) and quickly realized that deep domain expertise is crucial for long-term success. He succeeded by staying in the packaging industry where he already had knowledge, relationships, and leverage.

2. Bootstrap with Discipline and Realistic Expectations

Mark cut his salary by 40%, managed household expenses down to the diaper, and lived lean for four years while growing his company. His message: entrepreneurship is not glamorous at first. You need financial discipline, a clear budget, and the willingness to sacrifice comfort in exchange for long-term freedom.

3. Structure Your Business to Run Without You

One of the key factors that made Mark’s company valuable at exit was his team—not just his own leadership. Buyers aren’t looking to buy you; they want to buy a system with a team that can keep the business profitable after you're gone. Mark built a team with defined roles and documented processes that could operate without his daily involvement.

4. Expect the Sale Process to Be Grueling and Prepare for It

Selling a business is not a handshake deal. Mark shared how potential buyers will climb up your books, dig into every corner of your operation, and often reduce the final price in a "retrading" maneuver. He recommends having annual reviews, financial audits, and a strong attorney to survive due diligence and avoid getting steamrolled.

5. Know Your Value—Then Be Ready to Walk

When approached to sell, Mark didn’t bite at the first offer and wasn’t desperate to exit. This gave him negotiating power. He also warned entrepreneurs not to underestimate the emotional cost of letting go—or the financial risk if the buyer isn’t properly funded. His advice: Know your EBITDA, understand deal terms like holdbacks and earn-outs, and don’t sell unless the offer respects your value.

Connect with Mark - LinkedIn

Mark's Podcast and Website

Melissa Gragg
CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

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Importance of Communication and Marketing Alignment - Business Valuation & Mergers and Acquisitions

Welcome to ValuationPodcast.com, your hub for discussions about business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. In this episode, we're joined by Loretta Tarozaite from Las Vegas, a renowned executive presence strategist. We'll delve into the crucial roles of communication and marketing alignment in business, exploring how they contribute to investor confidence, particularly in scenarios like mergers and acquisitions.

Podcast Questions:
Can you explain how cohesive communication and marketing strategies can build investor confidence for companies preparing for mergers or acquisitions?

What is the difference between strategy and execution?

How does storytelling affect your company and leadership presence?

What's the difference between storytelling for personal vs. business brands?

What are the most common communication mistakes you see leaders make, and how do these missteps affect their personal brand and the company’s presence in the market?

Key Takeaways:
The Role of Executive Communication: Executives need to recognize the importance of their involvement in storytelling and brand messaging. Effective communication not only aligns with marketing but also enhances brand equity and leadership visibility, critical during phases like mergers and acquisitions.

Understanding Cohesion in Messaging: Cohesion in communication and marketing is essential. Disjointed messages can lead to confusion internally and externally, affecting brand perception and employee alignment with the company's vision.

Strategic Storytelling: Storytelling is not just about crafting a narrative; it's about making the company's mission relatable and transparent to its audience. This involves all levels of the organization to ensure the message resonates through every medium utilized.

The Importance of Consistent Reevaluation: Founders and executives should regularly review and refresh their communication strategies to ensure they remain relevant and impactful. This is particularly important for businesses contemplating significant transitions like selling the company.

Integrating Executive Teams in Storytelling: Storytelling should involve not just the founder but also key stakeholders within the company. This collective approach helps encapsulate diverse perspectives and ensures a richer, more comprehensive brand narrative.

Connect with Loreta:
loreta@loreta.today
https://www.loreta.today/

Connect with Melissa:
Melissa Gragg
CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

divorce mediator near me,divorce advice,divorce mediator st louis,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,mergers and acquisitions,leadership presence,marketing alignment,personal branding,corporate brand,corporate branding,Strategic Storytelling,storytelling for business owners

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Business Succession: Inherited Trauma and Family Wealth - Generational Wealth and Financial Success

http://www.ValuationPodcast.com 
https://www.valuationmediation.com

Welcome to ValuationPodcast.com, where we explore the intricate world of business valuation and the complex dynamics of family wealth. I'm Melissa Gragg, a seasoned valuation expert and divorce financial mediator from St. Louis, Missouri.

Today, we delve into the profound topic of inherited trauma and its influence on family wealth with special guest Ruschelle Khanna. Ruschelle, an esteemed family advisor, mediator, and therapist, brings her expertise and her new book, "Inherited Trauma and Family Wealth," to the table, discussing how deep-seated family issues can affect financial security and business succession.

Questions Discussed:
Can you explain what inherited trauma is and how it specifically impacts financial behaviors?

What is the impact of inherited trauma / generational patterns on our financial well-being?

What is one immediate step someone can take today to break free from generational financial trauma?

How can people create a new financial legacy without guilt or fear of repeating past mistakes?

If you could give one piece of advice to someone trying to rewrite their financial story, what would it be?

Key Podcast Takeaways:
Understanding Inherited Trauma: Inherited trauma, as Ruschelle explains, isn't just about the psychological patterns passed down through generations; it also includes actual genetic memories and traumas that manifest in family behaviors and personal fears that seem unlinked to one's own experiences.

The Impact on Financial Behavior: Inherited trauma can significantly influence financial decisions and behaviors. Ruschelle discusses how these traumas can lead to profound fears and anxieties about money, which may not always be conscious but deeply affect how individuals and families manage their wealth.

Identifying Inherited Trauma: Identifying whether a fear or behavior is a result of inherited trauma can be tricky. Ruschelle suggests looking at the age when certain fears manifest—often mirroring the age of a past family trauma—as a clue to their origins.

Approaching Financial Wellbeing: Ruschelle outlines practical steps for addressing inherited financial traumas, such as understanding the specific ways trauma affects one's sense of security, emotional connection to money, and ability to make sound financial decisions.

Therapeutic Solutions and Family Governance: Ruschelle advocates for both traditional therapeutic approaches and practical measures like setting up strong family governance structures to manage and mitigate the effects of inherited trauma on family wealth and business operations.

Connect with Ruschelle:
https://www.ruschellekhanna.com/
https://www.linkedin.com/in/ruschelle-khanna-lifestyle-for-legacy/

Buy Ruschelle's book here:
https://www.lifestyleforlegacy.com/book

Connect with Melissa:
Melissa Gragg 
CVA, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

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Valuing the Future | Business Valuation Case Studies - Estate Planning Strategies

Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I’m your host, Melissa Gragg, a seasoned financial mediator and business valuation expert based in St. Louis, Missouri.

Joining us today is Michael Koeppel, a veteran in valuing and financing firms across technology and manufacturing sectors, and the principal of Lakelet Advisory Group in New York. This episode continues our exploration of critical valuation issues, focusing today on future business valuation and estate planning—essential topics for every business owner pondering their next strategic move.

Topics discussed:
Why is a business valuation needed in estate planning?
Converting to S-Corporations
Moving shares into a trust & gifting to the family
Can you explain the impact of current tax laws on business valuation for estate planning?

Key takeaways:
The Importance of Independent Valuation: The discussion emphasizes how crucial it is for business owners to have an independent evaluation to provide a realistic estimate of their company's worth, which is often overestimated by owners themselves.

Planning and Updating Valuations: Michael stresses the need for thorough planning and regular updates in business valuation, particularly for estate planning purposes. A failure to regularly update business valuations can lead to significant discrepancies in understanding the company's current value.

Understanding IRS Requirements: The episode covers specific IRS requirements for estate planning and business valuation, including the necessity of having an accredited business evaluator and the need to justify the chosen valuation method among the income, asset, and market approaches.

The Role of Strategic Planning in Valuation: The conversation highlights how strategic planning goes beyond mere number crunching. It involves understanding market dynamics, the internal capabilities of the firm, and future potential, all of which should be reflected in the valuation.

Legal and Tax Implications: There’s an in-depth discussion about the legal and tax implications involved in business valuation, particularly when transferring ownership through family generations or selling the business. The dialogue underscores the complexities of aligning business valuation with tax planning and legal structures to optimize outcomes.

Connect with Michael:
Michael Koeppel
https://www.lakeletag.com/
Email: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

Connect with Melissa:
Melissa Gragg 
CVA, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,estate planning, estate planning expert, estate taxation, estate planning valuation, estate valuation, evaluation expert estate, estate evaluation, estate evaluation

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Business Valuation Case Study Example - Complexities of a Software Valuation & How to Use Mediation

Hello and welcome to ValuationPodcast.com, where we delve into all things business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Joining me today is Michael Koeppel, who brings over three decades of experience across technology, manufacturing, and service sectors.

Michael is the founder of eCapital Financing, aiding startups in the LA and Western New York areas, and he also leads Lake Lit Advisory Group in New York. In our podcast series, we will explore various valuation cases, highlighting the unique challenges and strategies each presents. So, let’s dive right into today’s discussion on software valuation within the automotive industry. Michael, welcome to the show! How are you today?

Key Podcast Takeaways:
Complexity of Intellectual Property (IP) in Business Valuations: This podcast highlighted the intricate role of IP in business valuations, especially when dealing with specialized software in the automotive industry. This emphasizes the need for evaluators to have a deep understanding of both the technical aspects and the industry context.

Challenges of Expanding into New Markets: The case study under discussion brought out the complexities and risks associated with scaling a business into new sectors. It underscored the importance of evaluating the potential risks and rewards, considering the drastic differences between industries like automotive and aerospace.

Impact of Internal Disputes on Business Value: This podcast illustrates how internal conflicts and disagreements over the direction of a company can significantly affect its valuation and operational stability. These disputes can lead to litigation, which might stall business growth and erode value.

Importance of Detailed and Forward-Thinking Agreements: This episode stressed the critical need for clear, comprehensive, and forward-thinking partnership agreements. These agreements should outline the handling of IP, profit-sharing, and procedures in case of dissolution or disputes to avoid contentious situations.

Role of Mediation in Resolving Business Disputes: The podcast advocated for mediation as a less contentious and more cost-effective alternative to litigation. Mediation can expedite resolutions, maintain relationships, and potentially save businesses from the detrimental effects of prolonged disputes.

Connect with Michael Koeppel:
https://www.lakeletag.com/
Email: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

Connect 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) 541-8163

mediator,mediation,mediation tips,learn mediation,divorce mediator,divorce,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,business valuation expert near me,software valuation,software valuation near me,software valuator,software valuator near me

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Intellectual Property Valuation - Business Valuation Case Study with Certified Business Valuators

Welcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri.

Today, I'm joined by Michael Koeppel, a seasoned professional with over 30 years of experience in technology, manufacturing, and service industries. He's the founder of eCapital Financing and Lake Lit Advisory Group. In this episode, we focus on a complex business valuation case involving intellectual property, offering insights and best practices for those in the valuation field.

Questions addressed:
What industry is involved in this valuation case study?
What makes valuing intellectual property so challenging?
Which valuation method was used in this case?
What important data or information significantly influenced this valuation?
What were the conclusions of this case study?

Key takeaways:
Understanding Intellectual Property Valuation: The episode highlights the complexities involved in valuing intellectual property, particularly in the context of estate planning and legal challenges.

The Importance of Expert Collaboration: Emphasizes the need for collaboration with legal specialists and other valuation experts to ensure accurate and credible valuation outcomes, especially in specialized fields like intellectual property.

Case Study Insights: Provides detailed insights from a specific case involving the valuation of a medical device company’s intellectual property, discussing the unique challenges faced due to the founder's untimely death and its impact on the company's valuation.

Marketability and Methodologies: Discusses different valuation methodologies applicable to intellectual property, including the importance of understanding marketability and the limited comparables due to the unique nature of intellectual properties.

Best Practices for Practitioners: Offers best practices for valuation practitioners who wish to specialize in intellectual property, stressing the importance of detailed documentation, thorough market analysis, and understanding the legal aspects of IP valuation.

Connect with Michael:
Michael Koeppel
https://www.lakeletag.com/
Email: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

Connect with Melissa:
Melissa Gragg 
CVA, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
melissa@bridgevaluation.com 
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

mediator,mediation,mediation tips,learn mediation,divorce advice,financial mediator,financial mediation,financial mediator near me,financial neutral,financial mediation near me,valuation mediator,business evaluation,business evaluator,valuation mediation,business valuation expert,valuing intellectual property,business evaluation expert,intellectual property value,intellectual property evaluation,ip evaluation,ip valuator,value of intellectual property

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From One Generation to the Next: Strategies For Selling a Family Business
www.valuationmediation.com

Welcome to ValuationPodcast.com, a series dedicated to exploring the intricate world of business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri.

Today, I'm joined by Kirk Michie, founder of Candor Advisors and a seasoned expert in assisting entrepreneurs and high-net-worth families with strategic planning and legacy objectives. Our discussion today centers on the challenges and strategies involved in selling multi-generational family businesses.

Questions Addressed:
What are the dynamics that multi-generational businesses face, especially when considering a sale?

What are some common challenges you've seen in multi-generational businesses as they prepare for a transition or sale?

How do the challenges differ from those faced by first-generation businesses?

What are some effective succession planning strategies for family-owned businesses looking to preserve their legacy while preparing for a sale?

Key Takeaways:
Complex Dynamics of Multi-Generational Businesses: Multi-generational businesses often face unique challenges compared to first-generation businesses. These can include differing opinions among family members about selling, maintaining legacy, and the emotional connections to the business’s history and community impact.

Strategic Planning and Liquidity Considerations: For businesses that span generations, strategic planning is crucial, especially when deciding whether to sell. These decisions can significantly affect not just the immediate family but also extended family members who might be reliant on the business for their livelihood.

Importance of Professional Management: Kirk underscores the importance of professional management in multi-generational firms, especially when the current family members may not be interested or capable of continuing the business legacy. This can involve hiring external executives to ensure the company remains profitable and prepared for potential sale or succession.

Dealing with Internal and External Expectations: Managing expectations both within the family and with potential buyers is a delicate balance. The discussion points out that internal family dynamics, such as unresolved conflicts or differing visions for the business's future, can complicate negotiations and the overall transaction process.

Preparation for Transition or Sale: Adequate preparation for selling or transitioning a multi-generational business is critical. This includes cleaning up the books, ensuring proper legal documentation is in place, and possibly restructuring the business to make it more appealing and understandable to potential buyers.

Connect with Kirk:
kmichie@candor-advisors.com
https://candor-advisors.com/about-kirk
https://www.EBITDAUniversity.com

Connect with Melissa:
Melissa Gragg
CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
https://www.thedivorceallies.com/
Cell: (314) 541-8163

business valuation,business evaluation,business valuation expert,valuation mediation,financial mediator,financial mediation,financial mediation expert,mergers and acquisitions,selling a company,first generation family business,family business for sale,selling a family business,exit planning,exit planning expert,buying a family business,family business,m&a,investment banking,investment banker

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Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner Disputes

Welcome to ValuationPodcast.com, your space for all things business and valuation. I'm Melissa Gragg, a mediator and valuation expert based in St. Louis, Missouri. Today, we're launching a new series focused on case study reviews and expert insights. Our guest, Michael Koeppel, brings an extensive background with over 30 years of experience across various industries, with a particular focus on technology. His expertise spans AI and IP, as well as manufacturing and service organizations.

Michael is the founder of eCapital Financing, supporting startups in the LA area and Western New York, and also heads Lakelet Advisory Group in New York. In this series, we'll delve into diverse valuation case studies, each highlighting unique challenges and strategic solutions. While this series is tailored for professionals and practitioners, we believe the insights gathered—from successes to lessons learned—will benefit a broad audience keen on understanding the nuances of business valuation.

Podcast Takeaways:
Neutrality in Valuation: Valuation experts need to remain neutral, focusing on supporting valuation theories objectively rather than advocating for any side in a dispute.

Resolving Partner Disputes: Effective resolution of partner disputes often requires pragmatic valuation approaches that balance simplicity and detail, avoiding overly complex or overly simplified analyses.

Clear Partnership Agreements: Ensuring that partnership agreements are clear and updated is crucial for preventing and efficiently resolving disputes, as vague or outdated terms often lead to conflicts.

Appropriate Valuation Methods: Selecting the right valuation methodology based on the specific business context and partnership dynamics is essential for producing fair and accurate outcomes.

Importance of Communication and Documentation: Open communication and thorough documentation throughout the valuation process are vital to ensure all parties understand and agree on the valuation approach and results, reducing potential conflicts.

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) 541-8163

Michael Koeppel
https://www.lakeletag.com/
Email: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

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Enhancing Legacy: Modern Strategies for Business Success - a Business Valuation Podcast

Hi, 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 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) 541-8163

Phillip Hogan
signingservicesofamerica.com
linkedin.com/in/philliphogan
instagram.com/signingservicesofamerica

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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-kirk
https://www.EBITDAUniversity.com

Connect 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) 541-8163

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,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,ebitda

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Data-Driven Stories: Unlocking Value Through Marketing and Storytelling - Thought Leadership

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 on a Financial Mediator and Business Valuation Expert located in st. louis.

Today, I'm speaking with Austin LaRoche, located in Los Angeles, California.
Austin is the CEO of Global full-service marketing agency ATAK Interactive and creator of the M2S (Marketing-to-Sales) Framework for B2B growth.

Today's episode is all about content creation, thought leadership, marketing niches, and data storytelling.

Topics addressed:
Purpose of Content
Authority & Thought Leadership
Marketing towards a Need
Marketing to a Demographic
Build Communities

Specific questions asked:
Historically, how have people perceived numbers and data in a business setting?
What are effective methods for communicating complex calculations?
How does data storytelling enhance a company’s perceived value?
What tools do you recommend for building effective data stories?

Connect with Austin:
www.atakinteractive.com
www.linkedin.com/in/austinlaroche/
www.youtube.com/@UCApP-PQ_tLkS6-76-xgwQIg

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) 541-8163

valuation,business valuation,business evaluation,business valuation expert,business evaluation expert,b2b marketing,b2b marketing strategy,marketing analytics expert,business thought leadership,valuation thought leadership,marketing firm los angeles,marketing firm la,los angeles marketing firm,business valuation missouri,business evaluation st louis,data storytelling,online marketing firm,online business valuation,online business valuator

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Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, Negotiation

Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation.

My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis. Today's topic is about strategic planning, investment banking, exit planning. Really about Letting the Numbers Speak and Why Exit Planning Isn't the Same as Investment Banking with Luntadila Paulo.

He is an immigrant from Angola. He's Pan-African global citizen, and an entrepreneur. He founded Yeto Accounting and Tax PLLC in 2019. Yeto Accounting and Tax PLLC is an immigrant-led certified public accounting firm providing founders, small and midsize businesses, nonprofit, and emerging managers and searchers accounting, tax, and business advising solutions to help them reduce their tax burden, improve their business results, and make impactful decisions.

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) 541-8163

Luntadila Paulo
https://yetoadvisory.com/
https://www.linkedin.com/in/lcpaulo/

business valuation,business evaluation,business valuation expert,business valuation expert st louis,business valuation expert missouri,online business valuation,online business evaluation,exit planning,exit planning expert,exit planning strategy,online business evaluation expert,investment banking,exit plan strategy,exit plan negotiation,exit planning negotiation,business exit,business exit negotiation

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This episode is going to be about the Current State of Divorce in New York. We're going to focus on some of the things that business owners and professionals should understand.

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.

Today 's guest is Lisa Zeiderman. Lisa's a managing partner at Miller Zeidman, LLP. She's a matrimonial attorney, family lawyer, and CFL, which she'll tell you more about. And a certified divorce financial analyst, which some people know about. She also regularly handles complex financial and custody divorce matters for high net worth individuals.

Topics covered:
-How do you file for divorce in New York, and is an attorney required?
-How is alimony typically calculated in New York?
-Does New York tend to award significant amounts in alimony?
-Are there specific calculators used for determining alimony in New York?
-What is the standard method for calculating child support in New York?
-In the case of a high net worth divorce with a business, what type of financial -disclosure is required to be filed with the court?
-How do you handle a business in New York if it is claimed as separate property?
-What are some common issues that business owners getting a divorce face in New York?
-Are pensions, profit-sharing, stocks, and options typically valued in divorce proceedings?

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) 541-8163

Lisa Zeiderman
https://www.linkedin.com/in/lisazeiderman/
www.lisazeiderman.com

divorce,divorce mediation,divorce mediator,financial mediation,business valuation,business valuation near me,business evaluation near me,business evaluator,business evaluator near me,divorce attorney new york,divorce lawyer new york,business owner divorce,business divorce,business valuation expert,business valuation expert near me,divorce financial expert,divorce financial expert near me,business evaluation expert near me,business evaluation expert

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In this episode, we're going to talk about current issues for business owners going through divorce in Georgia, but in general, advice for people around the country. Our guest is Bob Boyd, an attorney in Atlanta, Georgia.

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.

Topics Discussed:
Why should business owners consider having a prenup or a postnup?
How can a prenup or postnup protect a business during a divorce?
Postnups and who are they best suited for?
Are you seeing an increase in premartial agreements in any demographic or age population?
How can you prevent the prenup from being contested in court?

http://www.ValuationPodcast.com
http://www.BridgeValuation.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com

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) 541-8163

Robert D. Boyd
3330 Cumberland Boulevard
100 City View, Suite 999
Atlanta, Georgia 30339
(678) 589-7010 Direct
(770) 953-4300 Telephone
(770) 953-4700 Facsimile
www.bcntrlaw.com

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In this episode, we're with Nolan Bradbury. He's located in Seattle, Washington, and the Founder of Bradfield Accounting and Advisory. He has two decades of experience and offers clear and practical financial advice to business owners, and in this episode, we're actually talking about how to clean up your financial situation to sell your company. Welcome, Nolan.

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.

Topics Discussed:
What are the first steps a business should take to clean up its financial situation before a sale?
What common financial issues can hinder the sale of a business?
What is the significance of cash flow and debt for a company preparing to sell?
What is a working capital adjustment?
What role can a financial concierge play in helping a business improve its financial health?

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) 541-8163

Nolan Bradbury
Founder, Bradfield Accounting & Advisory
https://www.linkedin.com/in/nolan-bradbury/
www.bradfieldco.com

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Make More and Work Less: Outsourcing for Growth - Business Valuation Experts #businessvaluation

https://www.valuationmediation.com
http://www.ValuationPodcast.com
(314) 541-8163

In this episode, we are talking to Ben Towne, who is a CPA and another Valuation Expert. He's also the principal of Towne Advisory. He's committed to helping small business owners increase the value of their business so they can achieve successful exits and leave meaningful legacies. He's also located in San Jose, California. He's an expert on how to make more and work less and outsourcing for growth. Welcome, Ben.

Hi, welcome to valuation podcast.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 located in St. Louis, Missouri.

Questions discussed:
What current challenges are you seeing in the valuation industry?
What solutions do you recommend for these challenges?
What are some common misconceptions about outsourcing?
Why do outsourcing partnerships often fail?
How do you address the ethical concerns about surrounding outsourcing?
How has outsourcing improved your business operations?

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) 541-8163

Ben Towne, CPA/ABV/CFF
Towne Advisory Services Corp.
(408) 800-2169
www.towneadvisory.com
https://www.linkedin.com/in/ben-towne-advisory

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In this episode, we're talking about finding the peace in chaos and how to grow your company with disruptions in place with Chris Papin.

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. Our guest, Chris Papin, is located in Oklahoma and is actually not only an attorney, but also a certified public accountant, as well as a life accident and health insurance producer. So it gives him a very holistic perspective as an advisor to business.

Topics discussed:
What are the major disruptions businesses are facing in 2024?
How can businesses integrate AI into their operations?
What are they key generational differences that impact workplace dynamics?What is the current state of non-competes?
What strategies are effective in maintaining growth during disruptions?
How can companies adapt their leadership styles to better navigate these modern disruptions?

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) 541-8163

Chris Papin, CPA
https://www.papincpa.com/
https://www.linkedin.com/company/papincpapllc/
405-531-9119

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In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run better, maximize their exits, and basically grow into the process.

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.

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) 541-8163

Rick Watson
https://www.NRNAmerica.com
https://www.protectionpointadvisors.com
https://www.linkedin.com/company/72002560
https://www.linkedin.com/in/rickwatsonppa/
https://www.facebook.com/richard.watson.92351

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In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time.

My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. In this episode, we are with Tejal Shah. Tejal is in Houston, Texas and the Founder & Managing Principal at Congruent Advisory Services, LLC.

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) 541-8163

Tejal Shah
Founder & Managing Principal at Congruent Advisory Services LLC
Email: tshah@congruentadvisory.com
Web: www.congruentadvisory.com

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In this episode, we are talking about deal makers and deal breakers: what to do and what to avoid with Alex Prasad. Alex is located in Michigan, and he's an entrepreneur and a business attorney with a decade of experience in early stage companies in M&A law.

Welcome to valuation podcast.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.

Meet Alex Prasad: a dynamic entrepreneur and seasoned business
attorney with a decade of expertise in early-stage company and M&A
law. With a unique blend of legal acumen and operational experience,
Alex champions a human-centric approach to negotiations, emphasizing
efficiency and results. Beyond his legal practice, he holds a senior position
at a sports technology startup, contributing to strategic decision-making.
A graduate of the University of Notre Dame Law School and the University
of Michigan, Alex is dedicated to empowering early-stage companies and
achieving optimal business outcomes.

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) 541-8163

Alex Prasad
aprasad@aegislaw.com
https://aegislaw.com/people/alex-prasad/
(865) 210-8655

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In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership.

Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadership-part-1.mp3?download=true

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 a Business Valuation Expert in St. Louis, Missouri.

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) 541-8163

Jose Berlanga
www.joseberlanga.com
www.onyxtx.com
www.linkedin.com/in/jose-berlanga-900a9518
"The Business of Home Building"

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In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership.

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 a Business Valuation Expert in St. Louis, Missouri.

Questions discussed in Part 1:
-What impact do employees play in running a successful business?
-What defines a "leader" in today’s work environment?
-Why is it more important for organizations to focus on hiring leaders rather than just employees?
-How can hiring managers identify these qualities in potential employees?

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) 541-8163

Jose Berlanga
www.joseberlanga.com
www.onyxtx.com
www.linkedin.com/in/jose-berlanga-900a9518
"The Business of Home Building"

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Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for compliance purposes among other services.

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 on a Financial Mediator and Business Valuation Expert in St. Louis, Missouri.

Questions discussed:

What is a Fractional CFO?
How can a Fractional CFO assist business owners?
How can a Fractional CFO play a strategic role in helping a company achieve its growth goals?
How does a Fractional CFO add value in terms of increasing a business's overall value?
How can a Fractional CFO help business owners put themselves in the best financial position for a future exit?
What are some key factors business owners should consider when deciding to hire a Fractional CFO?

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) 541-8163

Alina Rivera, CPA, CVA, CFE, MAFF, CEPA, CGMA
CEO of Advising Puerto Rico
Alina@Advising.Global
https://advising.global

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Divorce Financial Mediator and Business Valuation Expert in St. Louis, Missouri.

Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of the Tax Cuts and Jobs Act, or TCJA in 2025. Amber is a partner of Business Valuation and Advisory at Seidel Schroeder, providing over two decades of experience. She also has extensive valuation expertise, having performed hundreds of appraisals in conjunction with gift and estate tax planning, transaction advisory (M&A), ESOP, litigation, and lending purposes.

What is the TCJA and what are the major provisions of the Act that are set to expire in 2025?
What is included in a taxable estate?
Why is the sunset especially important to business owners?
Can business owners with a long runway until retirement ignore the impact of the sunset?
Can business owners rely on quoted market multiples in their industry to understand the value of their company?
What is the tax impact for a business owner upon death that has not done any estate or succession planning?
How can a business owner transition their business out of their estate?
Is having a valuation performed necessary or beneficial for the transition of the business?
Are there any other provisions poised to sunset that impact business owners?

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) 541-8163

Amber Widener
Seidel Schroeder
awidener@ssccpa.com
979.251.6721
https://www.linkedin.com/in/amber-widener/

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis Missouri.

Today we are speaking with Channing Hamlet located in San Diego, CA. He’s a managing director of Objective Capital Partners, a leading investment banking and valuation firm serving the lower middle market, specifically companies with an enterprise value of $20-$75 million. Hamlet leads the transaction execution of the investment banking practice, and concurrently operates as the head of the business valuation practice.

Questions discussed:
1. What key elements should business owners consider when strategically planning their exit for maximum value?
2. How far in advance should one start planning for a business exit?
3. How important is market analysis in determining the optimal time to sell a business?
4. What strategies can business owners employ to enhance the value of their business before putting it on the market?
5. Are there specific areas or aspects of a business that buyers typically find most valuable?

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) 541-8163

Channing Hamlet
www.objectivecp.com
https://www.linkedin.com/in/channinghamlet/
channing.hamlet@objectiveibv.com

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Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri.

Today we’re discussing the Intricacies of Intellectual Property in Business Valuation with Michael Koeppel. With three decades of expertise, Mr. Koeppel has encountered a diverse array of industries, with a primary emphasis on technology, manufacturing, and service sectors. In 2012, Lakelet Advisory Group LLC was founded to concentrate on organizations undergoing turnaround situations.

What makes Intellectual Property so complex and unique compared to other types of Business Valuation?
Intellectual Property (especially patents) are typically tied to a person. How do you quantify the market value or future income on something like this?
Intellectual Property valuations are very similar to startups. How?
Given the complexity of IP in terms of regulatory authorities in the law, how might you mitigate ensuring that the intellectual property is valid from that perspective?
How do you address international patents?

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) 541-8163

Michael Koeppel
https://www.lakeletag.com/
Cell: 716-984-5303
Email: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

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Hi, Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri.

Today, we are talking about selling your business: How to negotiate the highest price with Jamar Cobb-Dennard. He is a business broker and M&A attorney, and selling businesses is his expertise. Over the last few years, Jamar has completed over $12M in small business deals. He also hosts his own podcast, "What's It Worth?", a business podcast discussing what your business is worth, how to sell a company, and how to buy businesses.

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Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a divorce financial mediator in St. Louis Missouri.

Today we are discussing Value Creation at Every Stage of the Business Cycle with Jordi Pujol a CFA or Chartered Financial Analyst, and MBA graduate from The Wharton School of Business.

Jordi is a financial modeling wizard and Valuation Specialist in Los Angeles. He works in the Middle Market, appraising businesses and Intellectual Property (IP) for financial reporting, tax reporting, and strategic decision-making. He works with a boutique investment bank in Southern California.

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri.

Today we are discussing the start-up ecosystem in India with Zeal Karwa who is located in Mumbai, India. Zeal is a Certified Valuation Analyst (CVA) and Chartered Accountant (CA) who founded her own Fintech company, “Venture Buddy”. This platform serves as a catalyst for automated startup valuations.

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) 541-8163

Zeal Karwa
Email: zeal@venturebuddy.io
Mobile/WhatsApp: +91 95450 49966
LinkedIn: https://www.linkedin.com/in/zealkarwa/
Website: www.venturebuddy.io

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing the importance of a second valuation opinion with Michael Koeppel. In his 30 years of experience, Mr. Koeppel has been exposed to a host of industries, but his primary focus is on technology, manufacturing and service organizations. He's founded eCapital Financing, which helps startups in the LA area and Western New York regions. He also owns Lakelet Advisory Group, which is focused on turnaround situations and ESOPs.

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Mediator and Business Valuation Expert in St. Louis, Missouri.

Today we're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinOptimal. It's an accounting automation software company based in Houston, Texas. Jesse actually founded it to help accountants work faster and smarter, and it's a lot of based on outsourced accounting services or automation. Tom is a CPA and former auditor whose passion for this automation and business actually led him to FinOptimal, and he operates out of Brooklyn, New York.

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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 mediator and business valuation expert in St. Louis, Missouri.

Today we are discussing ESOP and employee-led buyouts insights from a private equity perspective with Michael Koeppel. In his 30 years of experience, Mr. Koeppel has been exposed to a host of industries, but his primary focus is on technology, manufacturing and service organizations. In 2001, he founded eCapital Financing, which specializes in assisting startups and challenged entities to obtain financing. Today, the firm works with a host of companies in both the Los Angeles and Western New York regions, while eCapital Financing currently focuses on investing in startup companies and projects, Lakelet Advisory Group LLC was funded and founded in 2012 to focus on challenged organizations in turnaround situations.

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a mediator and business valuation expert in St. Louis, Missouri.

Today we are talking about divorce and refinancing a mortgage, and I have the privilege of speaking with Emile Flowers. She's a Certified Divorce Lending Professional and Mortgage Loan Originator located in Glen Carbon, Illinois, but services clients around the country. Welcome, Emile!

Divorce and Mortgaging a House: One Working Spouse and One Stay-Home Spouse with Emile Flowers
What is a Certified Divorce Lending Professional?
What type of analyses are you doing with the client to determine their eligibility?
How does divorce mortgage planning benefit the couple?
What is "qualifying income?"
Why is the verbiage for the divorce settlement agreement important?
What is important to know about refinancing a mortgage in a divorce?
What can clients do now to get prepared to meet with Emile Flowers?
How do you charge for your services?
About Emile Flowers, Certified Divorce Lending Professional and Mortgage Loan Originator

Emile Flowers, CDLP® \ Mortgage Loan Originator
USA Mortgage
eflowers@usa-mortgage.com
+1 618-530-2444
3 Country Club Executive Park, Ste 100
Glen Carbon, IL 62034
NMLS: 1256327
Company NMLS: 227262. Not a commitment to lend. Additional terms and conditions apply. DAS Acquisition Company, LLC is not affiliated with or endorsed by any government entity or agency, including USDA, HUD or VA. Headquarters: 12140 Woodcrest Executive Drive, Suite 150, St. Louis, Missouri 63141, Toll Free: (888) 250-6522. For complete licensing information visit http://www.nmlsconsumeraccess.org. USA Mortgage does not provide tax, legal or accounting advice or services. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on or used as a substitute for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name's Melissa Gragg, and I provide online valuation services for mediation and litigation based in St. Louis, Missouri.

Today we will discuss Donald Trump's tax return, and it's really a case study for divorce attorneys and what to look at in a personal tax return with Jason Soman. He's a valuation expert in Boca Raton, Florida. He owns his own firm Accounting and valuation LLC, and he's specializing in business valuation and forensic accounting in the context of divorce.

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Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a business valuation expert focused on strategic planning and exit planning in St. Louis, Missouri.

Today we are talking ERC. Tax credit information for advisors and business owners with Catherine Tindall. She's a CPA in California specializing in tax credits and is also a partner with Dominion Enterprise Services. She's combined proprietary technology with professional expertise with her CPA team, and is able to offer a fast turnaround time on credit claims while maintaining a high degree of precision. It's our mission to help business owners in key industries affected by covid shutdowns such as restaurants, construction, and hospitality, to take advantage of the employee retention credit before it begins to expire in the spring of 2024.

What is the Employee Retention Credit or ERC Tax Credit?
What types of companies are eligible for Employee Retention Tax Credit?
What are the 3 signs of eligibility?
How Catherine Tindall, CPA, became an expert on the ERC Tax Credit
What are the pitfalls of calculating the ERC tax credit?
Do you think the IRS will audit companies who take the ERC credit?
In the future do you see Employee Retention Credit fraud increasing?
What are the benefits of working with ERC specialists?
How does your proprietary process protect the business owner from a future audit of the Employee Retention Credit?

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

Catherine Tindall, CPA
Dominion Enterprises
www.dominiones.com
CTindall@dominiones.com
603-693-7901

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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.

I had the privilege of interviewing Eric Schotz, the executive producer of Money Court. Joining me as a guest-host Randy Kessler, a divorce attorney for celebrities and professional athletes, as well as frequent guest on Court TV - we discussed mediation and how cases are getting settled outside of court.

They are still taking applications to be on the show at www.MoneyCourtNow.com

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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.

We are speaking with T.H. Irwin and Jessica Klingbaum, the “exEXPERTS”, about advice and resources for divorcing couples. They are divorce mentors and their mission is to educate, empower and support people to make the best decisions for their outcomes.

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The Current Housing Market and Divorce http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

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 the current housing market and divorce with Melissa Rubenstein – a former real estate attorney and realtor in New York and New Jersey

Do you have like checklists and things that a client can go through when they're trying to prepare for this selling process? Do you kind of have something to go through of how to get your house more modernized and and ready?

Welcome Melissa!

Tell us about the current housing market.
What are the main steps when selling a house (specifically during a divorce)?
What advice would you give to a divorcing couple who is selling their house?
What is the process for one spouse remaining in the house when the other moves out?
What are some current trends for taking out a mortgage? Is the process getting easier or harder?
Do you have a checklist clients can go through to prepare them for the selling process?

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

Melissa Rubenstein
ESQ., REALTOR-ASSOCIATE®
40 West Ridgewood Ave, Ridgewood, NJ 07450
O:201-962-9552 M: 646-872-5912
movesbymelissa@gmail.com
therubensteinpropertygroup.com

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Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

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 are going to discuss specialty tax services and tax credits for business owners with Randy Crabtree. He’s a CPA in Schaumburg, Illinois. He’s also co-founder and partner of Tri-Merit Specialty Tax Professionals and a fellow podcaster. He has 30 years of public accounting and tax consulting experience. He’s an author, lecturer, and podcast host of “The Unique CPA” podcast. Also, something that Randy may not toot his own horn about is that he was also listed in the “Ones To Watch” section of Accounting Today’s 2021 “Top 100 Most Influential People in Accounting.”

Thank you, Randy!

What are tax credits and are they different than tax deductions?
What is the difference between temporary tax credits and permanent credits in the IRS tax code?
What is the Employee Retention Tax Credit in the 2020 Cares Act?
Employee Retention Tax Credit 2021
What is a research and development tax credit?
Are there any other important tax credits?
Tell us more about you and your firm!

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

Randy Crabtree

Co-Founder and Partner at Tri-Merit.

R&D Tax Credits, Cost Segregation, Employee Retention Credit, 179D and 45L

Randy.Crabtree@tri-merit.com

https://tri-merit.com/staff/randy-crabtree/

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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 valuation and mediation services in St. Louis Missouri.

Today we will discuss Divorce Finances: Tracing Marital Assets and Separate Propertywith Beth Garrett & Bob Boyd.

Bob Boyd is a family law attorney in Atlanta Georgia and co-founder of Boyd Collar Nolen Tuggle & Roddenbery. Bob is a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Beth Garrett is a lawyer and accountant in Atlanta Georgia – she is also a Partner in the Divorce Litigation Support Practice at Frazier & Deeter, primarily assisting high net-worth individuals and corporate executives with divorce, tax and accounting issues. She helps through mediation and works with divorce lawyers through all financial aspects of litigation and child support matters.

Let’s first define the difference between separate and marital property in a divorce? How could someone have a claim of separate property?
What is the difference between community property states and equitable distribution states for divorce purposes?
What is involved in tracing assets and why does marital contribution matter?
Why is the “source of funds” rule important in a tracing analysis and does it matter how the property is titled?
What are some assets that can be traced? House, investments, stock options, businesses?
Who has the burden to prove the asset is separate?
What are some of the important dates to keep in mind when tracing assets? Date of filing? Date of separation? Date of divorce?
Why would you trace ownership in the marital home? What is the Thomas analysis in Georgia?
What relevance does case law play into the tracing of assets in Georgia or any other state?
What would be the logic behind tracing an investment? How do you do the tracing?
What are some of the issues if a family business is owned or was owned prior to the marriage?
Let’s finish this discussion by talking about how the court will eventually determine the split all of the different property – will a Judge make it FAIR by splitting everything 50/50 between the two spouses?

Melissa Gragg

CVA, MAFF, CDFA

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

Elizabeth Garrett

JD CPA CVA | Partner

Frazier & Deeter

Main: 404.253.7500

Robert D. Boyd

(770) 953-4300 Telephone

(770) 953-4700 Facsimile

www.bcntrlaw.com

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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 Changes in the IRS Business Valuation Community with a former IRS auditor Mike Gregory. Mike Gregory is the founder and owner of Michael Gregory Consulting, LLC. He brings 28 years of experience with the IRS in a variety of capacities from specialist to executive level. During his last 11 years with the IRS, Mike was an IRS territory manager with responsibilities for up to twenty-three states with an emphasis in business valuation and specialist issues nationally. Mike has written 12 books focusing on How to Work with the IRS, Business Appraisals and the IRS, Discounts for Lack of Marketability (DLOM) and the IRS, Reasonable Compensation and the IRS, conflict resolution, servant leadership, with his most recent technical book Business Valuations and the IRS: Five Books in One and his most recent leadership book The Collaboration Effect. Mike is located in Minneapolis Minnesota.

Welcome Mike!

What are a few changes we can expect to see at the IRS relating to business valuations in 2022?
Has the IRS identified issues for audit in 2022?
What is an IDR (Information Document Request) and how does it relate to business valuation?
Why is an IDR necessary?
Do you have any federal cases relating to the IRS and business valuations you want to discuss?
What are a few tips for someone to avoid the IRS?
What steps should a person take if they are audited by the IRS?
Tell us more about you and your firm!

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

Michael Gregory
NSA, MBA, ASA, CVA
Michael Gregory Consulting, LLC
Founder/Owner
Conflict Resolution Specialist | Speaker| Author
mg@mikegreg.com
m. (651) 633-5311
w. mikegreg.com

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The Collaboration Effect: Overcoming Your Conflicts

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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 Insight into Dental Market Transactions - with Maria Melone. Maria is a leading M&A advisor to the dental industry and investment banker in Chicago Illinois, with a mission to help both individual dentists and dental groups navigate the complex landscape of dental-practice transactions. Maria is a managing director at Caber Hill Advisors.

Welcome Maria!

What is the difference between pricing a dental practice for sale and valuing it for strategic planning?
Is the price to sell the practice easy to determine – what factors go into it?
Is there a rule of thumb or valuation multiple on what a dental practice is worth?
What is a DSO or Group Practice and how are they buying dental practices?
Are private equity firms getting involved in buying dental practices?
What are some of the terms and conditions in these deals with DSOs?
Are these terms different for private equity?
How do you determine which path is right for you to transition your practice?
How are dentists attracting younger dentists to transition into retirement?
Tell us more about you and your firm!

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
Cell: (314) 541-8163

Maria G Melone
Managing Director
M: (339) 927-8882
O: (508) 475-3800
F: (508) 475-3963
maria@caberhill.com
125 S. Wacker Drive Suite 300
Chicago, IL 60606-4421
caberhill.com
Let’s connect on LinkedIn

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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 how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company in Westlake, Ohio.

Welcome Scott!

How should we define exit planning and what are its core concepts?
What are the fundamentals of the Value Acceleration Methodology?
What value comes from focusing on the three legs of the stool?
What is the marketplace need and opportunity?
Tell us more about you and your firm!

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

Scott SniderPresident at Exit Planning Institute
Phone: (216) 712-4244
Email: epiglobal@EXIT-PLANNING-INSTITUTE.ORG
EPI Headquarters
27881 Clemens Road, Suite 1
Westlake, OH 44145
Website: https://exit-planning-institute.org
LinkedIn: https://www.linkedin.com/in/scott-snider-epi/

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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 Turning Disrupted Leaders into a Disruptive Force with Michael Teape.

Since 1994, Mike has been conducting business and personal effectiveness design and delivery training, coaching, train-the-trainer, and training strategy development for a wide spectrum of clients. He works for global corporations, leading training firms, and universities as well as small and middle market businesses. Michael is located in New York, New York.

Welcome Michael!

What is disruptive in the world of business right now?
How do leaders get disrupted?
What deadly sins of a disrupted mindset should we avoid?
What is the SCARF model (by David Rock, 2008, The Neuro Leadership Institute) and how can it help leaders become adaptable and calm?
What quick tips do you have for leaders to make their conversations with others more forward focused, adaptive calm and therefore ready to begin the work of disruption?
What behaviors should leaders strive for in-order to be the disruptor instead of the disrupted?
How do they turn these behaviors into long lasting approaches to driving their businesses forward?
Tell us more about you and your firm!

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

Michael TeapeOwner & Lead Training Consultant
Teape Training International
info@teapetraining.com
(347) 346-1746
https://www.teapetraininginternational.com
https://twitter.com/teapetraining?lang=en
https://www.linkedin.com/in/teapetraining/
https://www.facebook.com/teapetraining

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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 Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.

Welcome Carolina!!

What is cryptocurrency?
How can investing in cryptocurrency affect my tax liability?
How can we prevent cryptocurrency fraud?
How can one know that your spouse has cryptocurrency assets?
If there is a divorce in process, how can one prove that the other spouse is hiding money in cryptocurrency?
How are crypto transactions tracked?
Tell us more about you and your firm!

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

Carolina Martinez, CFE, CCI
CEO
Be Pro Accounting, LLC
754-300-9722
carolina@beproaccounting.com
www.beproaccounting.com
https://www.linkedin.com/in/carolinamartinezc/

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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 The Unimpeachable Rebuttal with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.

Welcome C. Zachary Meyers!!

Let’s start with the basics. What is a rebuttal regarding a valuation expert in a litigation setting?
What makes a rebuttal unimpeachable?
What rebuttal technique do you see as the biggest red flag?
Why might a valuation expert use a rebuttal technique that may potentially backfire?
What stands out in a neutral valuation report compared to a report created outside of professional standards?
When reviewing a valuation report before litigation, how can an expert triple check the neutrality of their work?
Why is it important for a valuation expert to remain neutral? Why do some experts not practice neutrality in their work?
Is there a way for clients to check the neutrality of their experts work?
What does it mean to trust a valuation expert’s professional opinion? Why may one expert’s opinion differ from another?
What is your biggest piece of advice for experts who are just starting out in the valuation profession?
Tell us more about your practice!

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

C. Zachary MeyersCPA, CVA
Phone: (304) 690-2619
Email: czmcpacva@CZMeyers.com
Website: CZacharyMeyersPLLC.com
LinkedIn: CZacharyMeyersCPACVA
Twitter: @CZacharyMeyers
To read the article, visit http://quickreadbuzz.com/2021/03/10/business-valuation-litigation-zach-meyers-an-unimpeachable-treatise/

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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 based in St. Louis Missouri.

Today we will discuss Marital Balance Sheet: Trusts and Divorce with Robert - Bob Boyd and Letitia A. McDonald from Atlanta, Georgia.

Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Tish McDonald is a partner in the Trial and Global Practice Group at King & Spalding. She focuses on complex commercial litigation, with an emphasis in fiduciary litigation, trust and estate litigation, litigation involving non-profits, real estate litigation, and litigation involving governmental entities.

Welcome!

Where do you typically see overlay of trusts and estates in family law?
What are some of the most common mistakes made with family trusts?
What important steps should take in order to properly protect their estate?
What are the differences between estates and trusts in high asset couples?
How are estates and trusts typically dealt with in divorce litigation?
If a couple is preparing to divorce, what should be done to protect their assets?
Do you have any unique stories regarding high asset couples or family estates and trusts?
Tell us more about the services you provide!

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

Robert D. Boyd
Phone: (770) 953-4300
Fax: 770.953.4700
Email: bboyd@bcntrlaw.com
https://www.bcntrlaw.com

Letitia A. McDonald (Tish)
Partner | Trial and Global Disputes
Atlanta: +1 404 572 3545
Mobile: +1-404-822-8860
tmcdonald@kslaw.com
https://www.kslaw.com

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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 Environmental, Social and Governance (“ESG”) Policies and Valuation with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.

Mark is also chairman of the standards review board for the International Valuation Standards Council. He was the primary author of the education program of the AICPA and the Royal Institute of Chartered Surveyors for the Certified in Entity and Intangible Asset (CEIV) credential, certifying valuation professionals in valuation for financial reporting purposes.

Welcome Mark!

There is a growing emphasis with Environmental, Social and Governance ( “ESG”) policies in investing. How do you see these trends impacting the business valuation profession?
What specifically is ESG?
What are some examples of ESG policies in businesses?
How do ESG corporate policies impact valuations?
How does one measure the impact of ESG on valuation?
What are the challenges of measuring the impact of ESG policies on value?
Which assets in particular may be impacted directly by ESG corporate policies?
What is the valuation profession doing to assist with these issues?

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

Mark Zyla
CPA, ABV, CFF, CFA, ASAmzyla@zylavaluationadvisors.com
(404) 806-0468
HTTPS://WWW.LINKEDIN.COM/IN/MARKZYLA

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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 Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane.

Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. Josh is a forensic valuation expert and offers tax advice in the state of Florida.

Pat is a wealth advisor with nearly a decade of experience in helping clients coordinate their wealth management plans. Further, he is the General Counsel for Ullman Wealth Partners. He handles all legal issues for the firm and points clients in the right direction regarding any legal issues they may have. Pat is the Director of Divorce Advisory Group. In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He ensures our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.

Welcome Josh and Patrick!

How have you seen divorce shift during the pandemic?
What are some interesting economic factors you have seen influence business valuations in divorce?
Have you seen supply chain issues affecting cost of goods sold or inventory in business valuations for divorce?
Should we be preparing for a correction in the market?
When one or both spouses are business owners, how does capital gains affect a divorce?
Typically, what is a financial neutrals role in a divorce case? Does the role change if the divorce is in mediation or litigation?

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

Josh Shilts
CPA/ABV/CFF/CGMA, CFE
www.ShiltsCPA.com
josh@shiltscpa.com
(844) 850-6166 x101

Patrick J. Kilbane
General Counsel & Wealth Advisor
Ullmann Wealth Partners
1540 The Greens Way │ Jacksonville Beach, FL 32250
P: 904.280.3700 │ F: 904.280.3785
ullmannwealthpartners.com
pkilbane@ullmannwealthpartners.com

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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 mediation and valuation services, based in St. Louis Missouri.

Today we will discuss M&A: Sports Franchise Valuations with Edwin Draughan. Edwin is a sports franchise valuation expert based in Los Angeles, CA, and has been a member of Park Lane since 2017. Park Lane is a boutique sports-focused investment bank founded in 2005. Edwin’s primary responsibility at Park Lane is to lead the firm’s efforts with sports franchise valuations and due diligence, which include client relations, market awareness, and deal sourcing & execution.

He also plays an integral role in the firm’s Sports Franchise M&A advisory, early-stage capital raising, and traditional real estate divisions.

Welcome Edwin!

Why would someone engage us to provide a sports team valuation?
How are sports teams different from other businesses when it comes to valuations?
What is our typical process when valuing a sports team?
How does your background play into valuing sports teams?
What should people look for when deciding on a sports team valuation firm?
Tell us more about you and Park Lane!

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

Edwin E. Draughan
Vice President
P A R K L A N E
562-889-0444 | mobile
edraughan@prkln.com | email
http://www.prkln.com | website

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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 Business Value Drivers with John Warilow. John is the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books and has been translated into 12 languages. Prior to founding The Value Builder System™, he started and exited four companies, including one acquired by a public company. He lives with his family in Toronto. You can follow John’s work by signing up at BuiltToSell.com.

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

John is the host of Built to Sell Radio, ranked by Forbes as one of the world’s 10 best podcasts for business owners. In 2015, John wrote another best-selling book, The Automatic Customer: Creating a Subscription Business in Any Industry. John completes the trilogy with his latest book, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Welcome John!

What drives value in a business?
What are some examples of value drivers?
What selling trends do you foresee with business owners who were hit hard during the COVID-19 pandemic? Post-pandemic?
How do owners let potential buyers know they are interested in selling without looking desperate?
When should owners tell their employees they are thinking of selling?
How can owners create a bidding war for their company?

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

John WarrillowThe Value Builder System, President
Built to Sell Inc.
1 Yonge Street, Suite 1801, Toronto, ON Canada M5E 1W7
John@BuiltToSell.com
ValueBuilder.com
BuiltToSell.com
Twitter @JohnWarrillow
LinkedIn @JohnWarrillow
Facebook @BuiltToSell
Instagram @BuiltToSellRadio
https://BuiltToSell.com/Valuation
For media inquiries, please contact Belinda.bartlett@valuebuilder.com

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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 Valuations for Financial Reporting with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.

Mark is also chairman of the standards review board for the International Valuation Standards Council. He was the primary author of the education program of the AICPA and the Royal Institute of Chartered Surveyors for the Certified in Entity and Intangible Asset (CEIV) credential, certifying valuation professionals in valuation for financial reporting purposes.

Welcome Mark!

Why would a company need a valuation for financial reporting?
Why is the concept “Fair Value” important and what does it mean?
What are some examples of intangible assets and how do you value them in the context of financial reporting?
Why would a start-up company need a valuation and how does a 409a valuation deal with compensation?
How can you proactively avoid litigation regarding the valuation for financial reporting?
How are valuations changing in the financial reporting arena?
Is it necessary to work with someone who has a CEIV credential?
What is the mandatory performance framework?
What is ESG or Environmental Social Governance?
How can someone work with you? Tell us about your firm.

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

Mark ZylaCPA, ABV, CFF, CFA, ASAmzyla@zylavaluationadvisors.com
(404) 806-0468
HTTPS://WWW.LINKEDIN.COM/IN/MARKZYLA

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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 based in St. Louis Missouri.

Today we will discuss Preserving a Family Business When the Owners Divorce with Robert - Bob Boyd, a divorce lawyer in Atlanta. Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Welcome Bob!

Let’s talk about divorce and family businesses. When a couple owns a business together and is considering divorce, what are some of the key factors to consider?
What are some of your first recommendations to the business owner on how to move forward in divorce?
What do you typically see happen when two people own a business together and get divorced in the state of Georgia?
Do you suggest a business valuation in all cases?
What if the business was a separate asset at the beginning of the marriage – how do you deal with separate property in Georgia?
What are some suggestions you may have for a business owner who wants to get “prepared” for divorce?
What happens if a business owner seeks to lower revenue for the business or increase expenses to make the value lower during the divorce process?
Tell us more about your firm!

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

Robert D. Boyd
Phone: (770) 953-4300
Fax: 770.953.4700
Email: bboyd@bcntrlaw.com
https://www.bcntrlaw.com

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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.com

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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 Expert Witness Integrity & Neutrality in Litigation with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.

Welcome C. Zachary Meyers!!

How much weight does a business valuation carry during times like this (pandemic)?
What is the responsibility of a valuation expert in a litigation setting?
Why is a business valuation expert considered a neutral in a litigation?
You wrote an article titled “An Unimpeachable Treatise.” Can you tell us about unimpeachable neutrality?
How does unimpeachable integrity, and objectivity play into the business valuation?
Do you think it is important for calculations to be written rather than presented verbally?
What is the difference between a conclusion of value and a calculation of value?
Tell us more about you and your firm!

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

C. Zachary MeyersCPA, CVA
Phone: (304) 690-2619
Email: czmcpacva@CZMeyers.com
Website: CZacharyMeyersPLLC.com
LinkedIn: CZacharyMeyersCPACVA
Twitter: @CZacharyMeyers

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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.com
Cell: (314) 541-8163

Brien K. Jones
Chief 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

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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. We discuss Passive Appreciation in Separate Property in Divorce: External Market Forces with Dr. Ashok Abbott, an associate professor of finance at West Virginia University and founder of Business Valuation, Inc.

Welcome Dr. Abbott!

What are market forces and how can we identify them? How does market forces relate to business valuations?
How is population a factor of influencing consumption?
How does personal income and population change consumption?
What is inflation? What is the inflation myth?
Does interest rates change consumption and if yes, how?
What is the difference of short term and long term unemployment in regards to consumption? What is consumer confidence or sentiment?
What changes the index levels of income and employment and why?

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

Dr. Ashok Abbott
PhD, Business Valuation LLC
2014 Glenmark Avenue Morgantown, West Virginia 26505
P: (304) 692-5155
E: ashok.abbott@bizvalinc.com

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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 discuss Personal Tax Returns: Tips for Divorce Attorneys with Jason Soman, he is a valuation expert in Orlando FL. Jason specializes in advising lawyers, business owners, and high net worth individuals on issues related to business valuation and forensic accounting in the context of marital dissolution, shareholder/partner disputes, estate/gift tax matters, commercial litigation and for transaction purposes.

Welcome Jason!

Why did you decide to write this article on personal tax returns for family lawyers?
Why are personal tax returns one of the first documents you review? Why not business tax returns? The tax return is a big document. Within the personal tax return, what are the first things you look for in there?
Why is it important for attorneys to be able to identify key financial issues early on in a divorce case?
What if the parties’ don’t report income on their tax returns?
You discuss differences a spouses’ income and cash flow. What do you mean by that?
Can you determine a parties’ income/cash flow by only using the tax returns? What other information should we look for?
What are common ways you find that the titled spouse tries to keep income/assets away from their soon to be ex- spouse?

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

Jason Soman
CPA/ABV, ASA, CFE, CDFA
JasonS@rosenfieldandco.com
https://www.rosenfieldandco.com
407-871-9522

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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 Business Valuations When the Future is Unknown and the Past is Not Reliable with Josh Shilts and Stephanie Swetland.

Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts.

Stephanie Swetland is a licensed Enrolled Agent and is also QuickBooks ProAdvisor for both Online and Desktop. She is continuing her education in Accounting and plans to obtain her CPA license within the next couple years.

They are forensic valuation experts and offer tax advice in the state of Florida.

Welcome Josh and Stephanie!

Let’s get right into it – how has business valuation work changed for your firm during the pandemic economy?
Can you even complete a valuation in this pandemic economy?
How has divorce changed?
How has expert witness work changed?
What do valuators need to keep in mind when doing valuation post-pandemic?
How are you dealing with valuations or economic analysis in litigation?

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

Josh Shilts
CPA/ABV/CFF/CGMA, CFE
www.ShiltsCPA.com
josh@shiltscpa.com
(844) 850-6166 x101

Stephanie Swetland
EA, Forensic & Valuation Associate
www.ShiltsCPA.com
stephanie@shiltscpa.com
(844) 850-6166 x117

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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 Common Questions to Ask a Business Broker When Selling a Business with Jennifer Smith, a business broker in Cape Girardeau Missouri with Murphy Business Sales.

Welcome Jennifer!

Do you do an auction style process ?
Do you just reach out to network of Murphy and see if there are buyers?
How does working for both sides of the deal really work?
Does that mean you work for one and another Murphy broker is on the other end?
Do you do a full valuation? Do you charge for it?
Do you establish a baseline price – or the floor price?
How long does the process usually take?
What about a few close buyers or local competitors – do you wait until the end to contact them?
How do you keep a deal quiet?

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

Jennifer S. Smith
MBA, BCI, CMAI (formerly Jennifer Hendrickson)
Business Brokerage / Mergers & Acquisitions
715 Clark St
Cape Girardeau, MO 63701
(573) 335-1885
http://www.MurphyBusinessofCape.com

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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 Business Valuations in Divorce and Discovery with Catherine Shanahan

Catherine is a Certified Divorce Financial Analyst (CDFA) and Daily Money Manager (PDMM). Catherine is cofounder of mydivorcesolution.com and has been trained in mediation, collaborative divorce and financial planning. Catherine is fully dedicated to helping clients understand and navigate all aspects of divorce including planning a secure financial future post-divorce.

Welcome Catherine!!

What is the purpose for a business valuation in divorce?
How do you work with business owners in divorce?
Is my spouse entitled to my business?
What are the benefits for using a third party neutral?
Tell us more about your document collection process.

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

Catherine Shanahan
CDFA, Co-Founder My Divorce Solution
https://mydivorcesolution.com
hello@mydivorcesolution.com
215.486.8347 | 843.929.0399

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss Mergers & Acquisition: Creating Value Before the Transaction with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.

Welcome Stephen!!

Covid created havoc in a number of industries and professions. The M&A space was not immune. Where are we currently in this space?
How much of the current M&A activity would you say involves mid-market size companies?
Is there an industry that you have come across that seems to be the most active?
Would you say the reason for the activity in those industries is because of synergies?
There are two types of synergies, combinational and transformational synergies. How do you differentiate between the two and how could they have an impact on deal price?
As a valuation expert, what do you see, or notice is the biggest concern as it pertains to synergies?
To avoid potential challenges, what have you seen as the main issues when assessing synergy potential in deals?
Staying with value. Value is something that is discussed and tossed around a lot in the discussion of M&A. From your expertise in valuating companies, how does a company build value?
How does debt effect ROI (return on investment)?
Some owners prefer to avoid borrowing so they can avoid paying interest to a bank. As a privately held business owner, is there any risk in this type of thinking?
Does growth automatically create value?
When valuing a company, how do you assess value creation?
Strategic planning, is that something that can help build value?
Once you have a game plan on how to build value, the next question should be, how do you measure value?
Of the three most recognized valuation approaches, which do you prefer to use in a M&A valuation and why?
Fairness Opinions are often used for public companies. Is it used for private company transactions?
Who prepares the Fairness Opinion, what actually goes into this letter and is there a cost?

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

Stephen A White
CVA, Managing Partner
Valuation Analyst
Onyx Partners Group
stephen.white@opgbv.com
https://opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042
office: 973.902.7828 | cell: 973.310.2528

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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.com

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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 divorce valuation and mediation expert in St. Louis Missouri.

I have the pleasure of discussing Business Valuations from a Divorce Attorney’s Perspective – with my guest Miles Mason, a divorce lawyer in Memphis Tennessee. He has written the book “The Forensic Accounting Deskbook” A Practical Guide to Financial Investigation and Analysis for Family Lawyers.

Welcome Miles!!

How can financial experts help attorneys in a divorce?
What is the difference between a testifying expert and a consulting expert in divorce?
What are some financial red flags to look for in divorce?
Complex compensation, bonus packages, and perks – what to look for in the personnel file.
What are some things to consider when requesting documents during the discovery process?
What are some basic things and expert should keep in mind if they are inexperienced at depositions?
Let’s discuss the strategic decision for depositions: Old School vs. New School.

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
Cell: (314) 541-8163

Miles Mason, Sr.
Miles Mason Family Law Group, PLC
901-683-1850 ext. 210

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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 Divorce: Prenups and Parenting Plans with Calina Costa Plotky. Calina is a Family Law Attorney in Atlanta Georgia with KF Law, LLC. She concentrates primarily on family law including divorce, child custody, child support, modification of maintenance, alimony, palimony, contempt, prenuptial agreements and more.

Welcome Calina!

So how do we start from the very beginning – or before marriage

Divorce and Prenup Agreements (Postnup or Antenup)
1. What should be included in a prenup? How do they get thrown out? What about postnups or antenups?
2. How do you protect your assets in a divorce?
3. What are some assets that can remain separate, if you protect them?
4. How do you make a prenup iron clad – or is it even possible?
5. What are some times that prenups went wrong?
Divorce, Parenting Plans and Child Custody Issues
1. What are some of the factors in determining custody issues?
2. What things can make a person lose custody?
3. What is included in a parenting plan?
4. What things should someone consider when doing a parenting plan?
5. What are the top coparenting issues?
6. What are some unique ways people have solved coparenting issues?

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

Calina Costa Plotky
Associate Attorney
KF Law, LLC
P) 678-904-0085 x5
www.kflawllc.com
ATLANTA OFFICE (MAIN AND MAILING)
1775 The Exchange, Ste 100, Atlanta, GA 30339
SOUTHSIDE OFFICE
110 Habersham Drive, Suite 110, Fayetteville, GA 30214

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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 valuation and mediation services in St. Louis Missouri.

Today we will discuss Active and Passive Appreciation of Separate Property in Divorce with Dr. Ashok Abbott, an associate professor of finance at West Virginia University and founder of Business Valuation, Inc. where he provides value by determining statistical significance, validating economic models, establishing causality, and providing rigorous empirical analytical support.

Welcome Dr. Abbott!!

We are going to discuss an interesting topic in valuation and divorce, so let’s start with some simple terms so everyone can understand the significance of your research paper and analysis.

Let’s start a general discussion about divorce and how we divide and distribute the marital estate – what are the four questions we should consider?
Is it in fact property?
Is the property marital or nonmarital?
How much is the property worth?
How much of the property does each spouse get?
In a divorce, how do you determine if property is marital or separate?
Can you explain to us how marital property is distributed in a community property state? (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington & Wisconsin)
What does it mean to have an “equitable distribution” of marital property?
What is active appreciation in an asset or business?
What is passive appreciation in an asset or business?
Why do we care whether a business has active or passive appreciation during a divorce?
You wrote a research paper titled Passive Appreciation in Divorce: A Quantitative Measure. Tell us more about this research and why this is an important topic for valuation experts.
How do you determine what affect the passive factors have on a business valuation?
Do you have any past cases where separating the martial assets difficult?
How can a business valuation expert utilize your research? Can this method of quantifying the passive appreciation be used in court?
Tell us more about you and your company!

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

Dr. Ashok Abbott
PhD
Business Valuation LLC
2014 Glenmark Avenue Morgantown, West Virginia 26505
P: (304) 293-7886
F: (304) 599-7250
E: bizvaluer@valuellc.com

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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 valuation expert and divorce mediator in St. Louis Missouri.

Today we will discuss Why Valuation Expert Opinions Differ & The Value of a Rebuttal Expert with Matt Stelzman, an expert in forensic, litigation, and valuation work from Chattanooga, Tennessee who also serves clients in Atlanta and around the country.

Welcome Matt!

Beginning with valuation services for litigation purposes, it seems more likely than not that when two experts are hired to value the same business, they come to vastly different conclusions. Can you expand on some of the reasons this might happen and how attorneys might be able to identify these differences?
I understand that the reporting standards for valuations performed for litigation purposes are waved, but when it comes to litigation support services for things like economic damages, lost profits, etc., it is much less regulated. What are some of the issues you are seeing with professional work product and why there is such a difference between expert’s opinions?
In many litigation cases, the focus is placed on the expert and their report of damages. However, there is another area where an expert can add value, which is rebuttal. Can you tell us about the rebuttal process and how a client might benefit from rebuttal services?
How can a professional start providing rebuttal services?
Tell us more about you and the services you provide!

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

Matt Stelzman
678-510-2879
mstelzman@windhambrannon.com
https://www.windhambrannon.com
3630 Peachtree Road NE, Suite 600 | Atlanta, GA 30326
Main 404-898-2000 | Fax 404-898-2010

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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 valuation expert and divorce mediator in St. Louis Missouri.

Today we will discuss “How to Find Hidden Assets or Understated Income in Divorce Cases” with Leah Weitholter, a forensic accountant, certified fraud examiner and private investigator in Tulsa, Oklahoma.

Welcome Leah!! Thanks for joining us today!

So let’s get right into it because this is a very interesting topic involving mistrust, money and love, better known as divorce.

How would you describe what you do as a forensic accountant in a divorce case?
Why would someone need to hire you or a private investigator - if they were getting divorced?
How do you help people get prepared to get divorced through your course and notebook, “Find Money in Divorce”?
So what kind of financial information or documents should people start to collect as they prepare to file for divorce?
What are some things people should look for when reviewing their own bank statements or financial documents?
How do you find hidden assets – and what could be an example of a hidden asset?
What is understated income and why is it important in a divorce case?
What was one of your craziest cases and did you find the hidden assets?
Tell us more about your company Workman Forensics and all of the various services you provide.

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

Leah Wietholter
MBA, CFE, PI
Managing Director
Workman Forensics
(918) 574-6616
leah@workmanforensics.com
www.workmanforensics.com
https://www.linkedin.com/in/leah-wietholter-cfe-pi-33557815 https://twitter.com/wforensics

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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 valuation expert witness and divorce mediator in St. Louis Missouri.

I have the privilege to interview RANDY KESSLER:
High-profile divorce lawyer in Atlanta, Georgia for over 30 years.
Founding Partner of KS Family Law, a 30 person family law firm in Atlanta.
Represents Entertainers and Athletes.
Author: Divorce: Protect Yourself, Your Kids and Your Future (available at DIVORCEPROTECTyourself.COM)
Former Chair of the Family Law Section of the American Bar Association
Emory Law School – Professor of Family Law Litigation
Founder, the cool new App and website, Starsona.com now known as MyFanPage.com, providing Personal Videos from Stars to their Fans. CHECK OUT MyFanPage.com!

Randy has reached the highly regarded status of LinkedIn "Influencer" with over 425,000 followers!

Welcome Randy – we are so lucky to have you here – talking about Virtual Court, Divorce Mediation and Valuation during Covid-19 Pandemic

What is the status of zoom trials and virtual court right now?
What lessons have we learned from Covid-19 for online court hearings?
Do you feel the divorce rate has increased or are people waiting to file for divorce until after Covid-19 ends?
How are you working to get high-net worth divorces settled, if you can’t get a court date for another year?
How long do you think a couple will have to wait to get divorced if they filed today?
Are more people moving towards divorce mediation or collaborative divorce?
What are some of your strategies for settling divorce cases during Covid-19?
What do you see for the future of virtual trials or online mediation?

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

Randall M. Kessler, Esq.
KSFamilyLaw.com (ksfamilylaw.com)
rkessler@ksfamilylaw.com
Emory Law School Trial Professor
Past Chair, ABA Family Law Section
Author: DivorceProtectYourself.com
Fellow, IAFL
@GADivorce

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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 valuation expert witness in St. Louis Missouri.

I have the pleasure of discussing Pink Collar Crime, Fraud and Embezzlement with Kelly Paxton – a private investigator and certified fraud examiner in Portland Oregon.

Welcome Kelly!

How did you get into the fraud world and become a private investigator?
What is Fraud?
What is Pink Collar Crime?
What is embezzlement?
Does fraud happen in all industries?
How can you help as a certified fraud examiner (or CFE) with a business that has been embezzled?
How can you be proactive when selling a business and not be concerned as a buyer that fraud has taken place?
Tell me about a case where valuation was skimped on and how it hurt the parties?

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

Kelly PaxtonCFE, PI
SPEAKER & FRAUD CONSULTANT
PHONE: (503) 521-6167
EMAIL: kelly@kellypaxton.com
WEBSITES: kellypaxton.com • pinkcollarcrime.com
https://www.linkedin.com/in/kellypaxton
https://twitter.com/pdxcfe

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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 divorce mediator in St. Louis Missouri.

I have the pleasure of discussing The Future of Litigation….and Online Mediation Services with Winter Wheeler a prominent lawyer, arbitrator and mediator in Atlanta Georgia.

Welcome Winter!! So let’s start with some of the basics and then we can get into what the future holds!

What is litigation?
What is mediation?
What is a mediator?
How did you shift from being a litigating attorney to become a mediator?
How has your mediation practice changed with Covid-19?
How is online mediation different than litigation?
What is one of your top three mediation techniques?
What do you think people should look for in a mediator?
How did you manage to grow your practice, write a book (#Networked), and maintain your sanity as a mother, wife and business owner – during a pandemic?
Where do you see the future of litigation?
Where do you see the future of mediation?

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

Winter N. Wheeler
Neutral
MILES MEDIATION & ARBITRATION
115 Perimeter Center Place
Suite 1100
Atlanta, GA 30346
o. 678.320.9118
d. 305.332.2337
wwheeler@milesmediation.com
https://www.milesmediation.com
www.linkedin.com/in/winterwheeler

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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 divorce valuation expert in St. Louis Missouri.

I have the pleasure of discussing The Impact of Covid19 on Business Valuations – EBITDAC with Achille Ekeu, a business valuation expert in Washington DC.

Welcome Achille!!

How is the pandemic impacting small business valuations?
What is the impact of the pandemic on cash flow?
What is the impact of the pandemic on growth?
What is the impact of the pandemic on risk or the discount rate?
What is EBITDAC?
Why are some companies using this non-GAAP metric?
Are regulators for or against this new metric - EBITDAC?
What are the consequences of using this new metric - EBITDAC?

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

Achille Ekeu, MBA, CVA
President & CEO
The Washington Valuation Group (WVG)
1629 K St NW Suite 300
Washington DC 20006
C: 240-274-9570 / F: 240-304-3314
Email: achille.ekeu@washingtonvaluation.com
Web: www.washingtonvaluation.com
NACVA Board Member (VCB)
Author & Speaker
State Chapter President
Maryland-DC Chapter
Web: www.nacva.com

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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 divorce valuation expert in St. Louis, Missouri.

I have the pleasure of discussing Business Valuations from a Divorce Attorney’s Perspective – with my guest Miles Mason, a divorce lawyer in Memphis, Tennessee.

Welcome Miles!!

What is a business valuation for divorce purposes?
How Are Business Assets Divided in Divorce?
How do spouses get cheated when divorcing a business owner?
What happens to a business during a divorce?
What are the most common ways to hide assets in divorce?
Why lawyers are intimidated when advising clients about forensic accountants?
Why are Marital Balance Sheets “mission critical”?
What divorce lawyers just don’t get about business valuation?
Will I lose my business in divorce?
How can I protect my wealth from divorce?
How do I protect my family business from 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

Miles Mason, Sr.
Miles Mason Family Law Group, PLC
901-683-1850 ext. 210
https://www.americanbar.org/products/inv/book/358994264/
https://www.amazon.com/Miles-Mason-Sr./e/B00BA1RT2K%3Fref=dbs_a_mng_rwt_scns_share

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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 divorce valuation expert in St. Louis Missouri.

I have the pleasure of discussing Fraud in Times of Divorce: Following the Money Trail with Jason Pierce, a forensic accountant in Boston, Massachusetts.

Welcome Jason!!

How did you get involved in doing valuations for divorce?
What are some of the unique divorce cases related to valuations in Massachusetts?
Let’s start at the beginning – you have tax returns and/or financial statements – what are you looking for to determine if there are indicators of fraud?
Do you get involved with tracing separate assets in divorce? What is this process?
What are some of the things you look for in the bank statements when you are doing income and expense analysis for the purpose of maintenance or child support?
You have written about calculation reports in the context of divorce – let’s talk about this topic and why it's important in the valuation community.
Tell us more about your background and company.

JASON PIERCE, CPA, CMA, CFM, CVA, MAFF is a partner with the firm Edelstein & Company LLP in Boston. Prior to moving to Massachusetts, he was a partner at an Alaskan CPA firm and a valuation manager for an RSM McGladrey network firm. Jason specializes in financial forensics and business valuations for dispute and transaction-related engagements.

Jason is a lead instructor for NACVA’s Master Analyst in Financial Forensics (MAFF) and a regular speaker at other professional organizations. Jason is an active member of the Massachusetts Society of CPA’s (Business Valuation Committee) and the Boston Chapter of the Institute of Management Accountants (Vice President - Education).

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

Jason Pierce
CPA, CMA, CFM, CVA, MAFF
160 Federal Street, 9th Floor
Boston, MA 02110
TEL. 617-227-6161
FAX: 617-589-0530
edelsteincpa.com

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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 valuation expert in St. Louis Missouri.

I have the pleasure of discussing Fraud and Forensic Accounting with Chris Ekimoff, a certified fraud examiner and CPA in Washington DC. Chris also serves as an expert witness in matters of SEC financial reporting, complex GAAP accounting policy issues, whistleblower allegations and mortgage-backed securities litigation.

Welcome Chris!!

Let’s first discuss some basics regarding this topic and maybe shed some light on the industry.

How did you get into forensic accounting?
What does “forensic accounting” mean, and what does it mean to you and your clients?
What are some of the unique challenges faced as a forensic accountant?
Any good fraud stories you can share from past experience?
What areas do you see as common in the forensic accounting and fraud space?
1. Investing
2. Cybersecurity
3. Digital Assets

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

Chris Ekimoff
CPA, CFF, CFE, CGMA - Director
Areas of focus: Forensic Accounting, Dispute Advisory
Washington, D.C.
chris.ekimoff@rsmus.com

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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 own a valuation company in St. Louis Missouri.

I have the privilege of discussing Non-Profit Organizations: Accounting, Strategic Planning and Management today with Tosha Anderson, a CPA and non profit accounting expert in St. Louis, Missouri.

Welcome Tosha!!

So you started your accounting firm – The Charity CFO – in order to focus on accounting services for non profit organizations. Let’s start with explaining some simple concepts for our listeners.

What is a nonprofit organization? Is it the same as a nonprofit foundation or association?
Are nonprofits only focused on fundraising? What do you see as the biggest concern in the nonprofit sector?
What are some important differences in the accounting for nonprofit organizations as opposed to a for profit business?
How do you provide accounting services to nonprofit organizations, which may not have enough money to hire an accounting firm?
Do you get involved in the strategic planning for nonprofit organizations or work with management to advance their leadership skills?
What is one of your best accounting tips or advice for someone who wants to start a nonprofit organization?
Can you tell us more about your path to becoming an accountant and focusing on non-profit organizations?

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

Tosha Anderson
CPA, MBA
Founder + CEO, The Charity CFO, LLC
tosha@thecharitycfo.com
(314) 260-7515
https://thecharitycfo.com
https://www.hurwitassociates.com/states-reporting-requirements
https://www.councilofnonprofits.org/nonprofit-audit-guide/state-law-audit-requirements

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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 company valuation expert in St. Louis Missouri.

I have the privilege of discussing Venture Capital and Startup Company Valuations today with Lorenzo Carver, a valuation expert in Boulder, Colorado.

Welcome Lorenzo!!

So you actually wrote a valuation book called Venture Capital Valuation and have recently co-founded a company – Brainsprays.com – which is an educational tool for children using Alexa.

Can you tell us about your experience as an entrepreneur and starting various businesses?
What is a start-up business – from a valuation perspective?
What are some of the different stages of venture capital funding from a start-up company perspective?
Do you need a formal valuation if you are seeking funding or raising capital?
What is a 409A Valuation and when is it needed?
Can you really value a business with no revenue?
Can you tell us more about Brainsprays.com and how parents can use this tool with Alexa to help children with math and reading skills?

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
Cell: (314) 541-8163

Lorenzo Carver
bpcentral@gmail.com
Brainsprays.com, Co-Founder
Liquid Scenarios, CEO/Founder
https://brainsprays.com
https://www.amazon.com/Venture-Capital-Valuation-Website-Methodology/dp/0470908289
https://www.linkedin.com/company/liquid-scenarios/

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Venture Capital Valuation: Case Studies and Methodology

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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 company valuation expert in St. Louis Missouri.

I have the privilege of discussing strategic Planning and how to sell a business today with Jennifer Smith, a business broker in Cape Girardeau Missouri with Murphy Business.

Welcome Jennifer!!

What creates a higher value in the business sale process?
What’s the first step to sell your business?
Can I sell my business by myself or do I need a business broker?
How does a business broker help sell a business?
What are some things to keep in mind when preparing a business for sale?
When should I sell my business?
How do you find and qualify a buyer?

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

Jennifer S. Smith, MBA, BCI, CMAI (formerly Jennifer Hendrickson)
Business Brokerage / Mergers & Acquisitions
715 Clark St
Cape Girardeau, MO 63701
(573) 335-1885
http://www.MurphyBusinessofCape.com

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I have the privilege of interviewing Greg Caruso, a business broker in Maryland, New Jersey and New York. He knows how to sell a business, he helps business owners with financial planning and has recently written a book – “The Art of Business Valuation” – published by Wiley & Sons.

Welcome Greg!

Why did you write the book – The Art of Business Valuation?
Who did you write this valuation book for – financial advisors, lawyers, small business owners?
What are the three biggest takeaways you want other valuation analysts to know?
Do you have two or three valuation tips for financial advisors who are assisting business owners with strategic planning or selling a company?
Sometimes an owner may think the business is worth way more than the valuation number. What is your advice to an owner who wants to achieve a higher “price” when they go to sell?

To purchase the book visit https://theartofbusinessvaluation.com

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

Gregory Caruso JD, CPA, CVA
609-664-7955
410-507-5441
Harvest Business Advisors
www.harvestbusiness.com
Business Valuation
Private Company M&A Editor In Chief NACVA - Around the Valuation World http://www.aroundthevaluationworld.com
https://theartofbusinessvaluation.com

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

Today I have the privilege to interview Baria Jaroudi, an accountant and valuation expert in Houston, Texas. We are going to discuss US Tax Court Cases & Valuation Issues in a few recent cases: Estate of Jones v. Commissioner and Pierson Grieve v. Commissioner, as well as Kress v. United States.

Welcome Baria!!

So we both are current instructors in a course for recertification, created by NACVA and called Current Updates in Valuations or CUV for short, and part of the presentation is providing updates on recent court cases.

Let’s start with Kress v. United States - what makes the Kress case important in the valuation community?
What are some other important valuation issues in the Kress case?
What do you see as the main take aways from Kress?
Now, let’s discuss the Estate of Jones v. Commissioner case, what is specific valuation issues are handled in Jones?
What do you see as the main take away from Jones?
How about Grieve v. Commissioner? What are the valuation issues handled in Grieve?
What do you see as the main points for the Greive case?

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

Baria Jaroudi
CPA/ABV, CVA, CBA
FVLS Senior Manager
BJaroudi@BVCCPA.COM
main: 713‑667‑9147
fax: 713-667-1697
Nine Greenway Plaza, Suite 1700
Houston, TX 77046

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Beyond Survival: Importance of Cash Flow in your Business Valuation (Valuation Expert Puerto Rico & St. Louis) http://www.ValuationPodcast.com (314) 541-8163

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

I have the pleasure of interviewing Alina Rivera, a CPA, forensic accountant and valuation expert in Puerto Rico. We are going to discuss an important topic for all business owners today - cash flow - cash flow management, operating cash flow, what does cash flow have to do with business valuations and more.

Welcome Alina!!

Let’s first discuss the new business cycle we are experiencing, the Covid-19 business cycle.

What is the reality for business owners right now, regarding cash flow?
Have you been helping companies develop a Recovery Plan – or is it too late?
Let’s talk about the cash flow statement – how does it help the owner in the operations of the company?
What is included in a Recovery Plan?
Why is cash flow important for business valuations?

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

ALINA RIVERA
CPA, CVA, CFE, MAFF, CIRA, CGMA, CA, MBA
Partner
Business Advisory Services
Tel: 787-754-3999 Ext. 2153
Cel: 787-528-5829
arivera@bdo.com.pr

BDO in Puerto Rico
PO Box 363436
San Juan, PR 00936-3436
PUERTO RICO
Fax: 787-754-3169
www.bdopr.com

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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 valuation expert in St. Louis Missouri.

I have the privilege of interviewing Ben Allen of Allen Forensics today. He is a forensic investigator and certified fraud examiner in Dallas, Texas and we will be discussing Third-Party Fraud and tips on how to “prevent identity fraud” in this podcast.

Welcome Ben!!

What is fraud or third-party fraud and how is it carried out?
Why should it matter to me?
Why is this type of fraud so easy to undertake?
Who are the perpetrators of this fraud?
Who do they target?
What role does the financial institutions and law enforcement play in this?
How can I protect myself from being a victim?
If it’s happened to me in the past, how can I prevent it from happening again?
What is a certified fraud examiner and do I need to hire one?
Tell us more about your firm and the services you provide.

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
Cell: (314) 541-8163

Ben Allen
MBA, CFE
Managing Partner
Cell: (903) 818-1409
Email: ben@allenforensics.com

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss employee stock ownership plans or ESOP plans as an alternative to selling your business with Melissa Beezhack Bizyak. She is an ESOP valuation expert in Pittsburgh, Pennsylvania.

Welcome Melissa!!

Can you provide some basics on ESOPs, as you would explain it to a business owner?
What are some of the reasons to consider an ESOP plan – such as the tax benefits of an ESOP?
What makes a company a good candidate for an ESOP program?
What types of advisors should be involved in ESOP transactions and what role do you undertake?
What is an ESOP trustee?
Understanding that an ESOP is feasible from a financial aspect, is there any other important elements that should exist that make a successful ESOP?
What types of information must be given to ESOP participants?
Sometimes you hear that ESOPs are challenging or too difficult. Are ESOPs scrutinized or has there been controversy surrounding ESOPs?

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

Melissa A. Bizyak CPA/ABV/CFF, CVA
Partner - Valuation Services
Three Gateway Center, Suite 1800
Pittsburgh, PA 15222
Phone: (412) 338-9313
http://www.gyf.com/
www.linkedin.com/in/melissafaightbizyak/

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

During this episode we will discuss Collaboration & Exit Planning for Baby Boomers & Financial Planners with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

Welcome Mike!!

What is the great wealth transfer?
What do we know about estate planning or exit planning?
What is The Collaboration Effect® and how does it relate to exit planning and estate planning?
How does trust factor into strategic planning and what happens when trust breaks down?
How can you address trust in business relationships?
Do you focus on beliefs or values and why?
How does communication, emotional intelligence and conversational intelligence enter into the picture?
With your background with over 2,500 mediations and negotiations coupled with your over 450 presentations in the last 9 years, and with your working with neuroscientists for over 5 years, what words of advice do you have regarding listening?
Do you have any closing comments you want to make with respect to collaboration and exit planning for baby boomers and financial planners, and do you want to share how to obtain your pocket guide on The Collaboration Effect?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com

Michael Gregory Consulting, LLC | The Collaboration Effect
Direct: 651.633-5311
w: mikegreg.com | collabeffect.com
e: mg@mikegreg.com

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss Tax Considerations in Private M&A Transactions.

We have the privilege to discuss these issues with a tax accountant and fellow business valuation expert in Franklin and Nashville Tennessee – Brad Smith.

Welcome Brad!!

Tax Considerations in Private M&A Transactions.

Questions often asked by the seller:

What are the tax consequences of selling the enterprise?
What is a “purchase price allocation” and how does it impact the transaction?
I understand that “goodwill” is a component of my company. What are the tax implications of goodwill in the sale?
The buyer wants to include an “earnout” in the terms of sale. What are the tax ramifications?
The buyer wants to include a “seller note” in the terms of the sale. What are the tax ramifications?
They buyer wants to include a noncompete and assign it a value. What does this mean from a tax perspective?
7.I am a shareholder/member in a private company. My fellow shareholders/members are willing to buy/redeem my interest so I can retire. What are the tax consequences to me?

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

Brad Smith, CPA, ABV, CVA, IAR
Smiley, Smith, Wynd, LLC
1650 Murfreesboro Road-Hwy 96 E.
Suite 100
Franklin, TN 37067
Phone: 615-794-8881
Fax: 615-791-5532
brad@sswcpas.com
www.sswcpas.com

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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.

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a financial expert witness in St. Louis Missouri.

I have been involved in litigation regarding businesses for over 17 years. I offer a unique perspective on company valuations and all topics pertaining to growth and success of business ventures.

During this episode I will discuss Valuation Issues to Know Prior to Filing for Divorce.

Here are the top valuation issues and questions every business owner should know before you file for divorce.

How should I run my business if I am getting divorced?
Do I take on more debt?
Can I start a new business venture?
How do we split the business?
Will I have to continue to own the business with my spouse?
How do I protect the other investments I owned before I got married?
How much am I going to have to pay my spouse in alimony or child support?
Why do we have to hire two experts?
Do I have to pay for both?
Do I have to file for divorce – or are there other options?

Call or Text us with any questions!

☎ (314) 541-8163

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

During this episode we will discuss Litigation and Arbitration: Post-Acquisition Disputes from a CPA and accounting expert. We have the privilege to discuss these issues with Scott Stringer, a fellow testifying expert and arbitrator in Naples Florida.

Welcome Scott!!

Can you help us understand this topic a bit more, what is post-acquisition litigation?
What has been your experience in this area – or litigation support services in general?
a. Discuss general experience as a testifying expert & as an arbitrator
b. Forum for the disputes – court, court appointed neutral, AAA & JAMS, private arbitration
What are the types of disputes you have encountered & do they start in mediation or arbitration & then proceed to litigation?
a. The most prevalent are post-closing adjustments and damages due to alleged misrepresentation of financial information &/or non-disclosure of material information
Tell us about post-closing adjustments – are these accounting adjustments?
a. Break down key areas such as GAAP analysis v. the Purchase Agreement (PA), interpretation of GAAP and/or PSA, & allegations of spoliation by the sellers
You mentioned damages due to alleged misrepresentation of financial information and non-disclosure of material items. What are some examples and how was damage measured?
a. Interest of time, cannot go through every situation where damages are alleged. Expert consideration
b. Damages must be “but for” the alleged breach or tort
c. Reasonable degree of (professional) certainty
d. Causal link to the breach
e. Not speculative
f. Every situation unique
g. Some methodologies used by experts to determine damages
How do you believe the current economic landscape will impact these types of disputes & damage assessments?
a. Projections that buyers based its deal on may fall significantly short of expection affecting value
b. Earnout expectations of sellers may not be achieved
c. Buyers may assert that projections not attained was due to misrepresentation, while sellers will dispute that it was due to factors post sale
d. The key will be causal link to asserted damages, along with reasonable certainty and lack of speculative assertions

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com

Scott A. Stringer
Managing Member
Stringer Forensics LLC
2870 Lone Pine Ln
Naples, FL 34119
Scott@stringerforensics.com
239.250.1693
312.307.5916

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss what happens in an IRS Tax Audit, tips on how to avoid an IRS audit and what to do if you are audited. We have the privilege to discuss these issues with a former IRS auditor Mike Gregory, he is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

Welcome Mike!!

Tell us a little bit about your background as a mediation expert and former IRS auditor.
What is The Collaboration Effect® and how does it relate to an IRS tax audit or how to avoid an audit and what to do if audited by the IRS?
What does your book entitled, Business Valuations and the IRS: Five Books in One cover?
The most common valuation discount or adjustment on an estate or gift tax valuation case is the Discount for Lack of Marketability or DLOM. Do you have a story you want to share?
You have worked with estates of up to $1 billion and 100 appraisals, what advice for business owners do you have regarding how to avoid an audit by the IRS?
How does classification work at the IRS – can you share a simplified example related to an estate or gift tax return? Other returns?
What’s the role of the IRS agent and a specialist on an audit?
In an IRS audit - who is the ultimate decision maker on the case?
Do you have an example of a $50 million construction company tax audit you want to share and suggestions on how to work with the IRS?
Do you have any summary comments regarding this presentation and your pocket guide?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com

Michael Gregory, NSA, MBA, ASA, CVA,
Founder/Owner
Michael Gregory Consulting, LLC | The Collaboration Effect
Direct: 651.633-5311
w: mikegreg.com | collabeffect.com
e: mg@mikegreg.com

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a valuation expert in St. Louis Missouri.

During this episode we will discuss the current M&A landscape, business valuations as one of the steps when getting prepared and how to sell your business with Greg Caruso a JD or attorney, CPA and business broker who lives in New Jersey right outside of New York City and works in Maryland and all over the mid-atlantic.

Welcome Greg!!

Let’s talk about what you are seeing from a mergers and acquisitions standpoint or valuation perspective – are you seeing activity now?
One question we get all the time is about pricing – or what to sell a business for – how are you handling pricing questions in this time period?
Have you seen valuation multiples or EBITDA multiples move up or down during this pandemic?
In talking to small business owners, it seems like they are being approached by buyers more often – what is your advise if someone comes and asks them if their business is for sale?
How are business brokers getting creative in order to sell a business during this economic downturn?
Is now the time to consider buying a franchise or are there other business opportunities to consider?
Tell us more about you and your firm!
You have a new book in the works too…can you tell us anything yet?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com

Gregory Caruso
JD, CPA, CVA
609-664-7955 | 410-507-5441
Harvest Business Advisors
www.harvestbusiness.com
Business Valuation Private Company M&A
Editor In Chief
NACVA - Around the Valuation World
www.aroundthevaluationworld.com

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http://valuationpodcast.com (314) 541-8163 A podcast and video series pertaining to all things business and valuation.

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related tobusiness and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss bankruptcy questions with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.

Welcome Stephen!!

Why believe Bankruptcy has such a stigma attached to the term?
What types of bankruptcy work do you encounter the most in your profession?
What is the difference between Chapter 7 bankruptcy and Chapter 11 bankruptcy?
During the reorganization process, are business owners safe from creditors during this time?
As a business valuator, what is your role in the bankruptcy process?
Chapter 11 appears to be a process that is better suited for larger companies. What about small and midsize businesses, is Chapter 11 still option?
Would you advise small and midsize companies to file for Chapter 11? Are there other alternatives?
Several companies have filed and received the Payroll Protection Plan (PPP). If a company was considering filing for bankruptcy, does this save the company if they have received PPP?
When a business goes through the bankruptcy process, does this mean that they will never be able to own another business?
Tell us more about you and your firm!

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Stephen A White, CVA, Managing Partner
Valuation Analyst
Onyx Partners Group | stephen.white@opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042
office: 973.902.7828 | cell: 973.310.2528

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.

During this episode we will discuss PPP loan forgiveness rules or spending rules and the PPP Loan forgiveness application process with Mark Nicholas, a forensic accounting expert and CPA in St. Louis as well as Bloomington and Decatur, Illinois. Welcome Mark!!

Once again, the PPP loan program has undergone changes that will affect how full forgiveness is achieved. This time there is some good news! On June 5th, the Paycheck Protection Program Flexibility Act was signed into law that added some additional key provisions to help business owners meet the forgiveness requirements more easily.

I understand the time period for spending the PPP loan funds has been extended. How long is it and what does that mean for business owners?
The old rules for spending the PPP loan funds was 75% on payroll costs and 25% on certain other items. What changed?
Are the loan terms of 2 years and 1% interest still in place?
Is it too late to still apply for a PPP loan?
What do we need to know about the PPP Loan Forgiveness Application and should the business owner wait to fill out the application?
What do we know about Prioritized Paycheck Protection Program Act?
Eligible businesses must have exhausted their initial PPP loan, or be on pace to spend the aid in order to qualify for another loan. The bill would also extend the loan application deadline for businesses from June 30 to Dec. 30 or later. A companion bill has been introduced in the House.
Covered Period – The covered period for eligible expenses has increased from 8 to 24 weeks!This means that you have an extended period of time to accumulate payroll and other eligible expenses to meet the forgiveness requirements. This means that those potential bonuses and payroll adjustments at the end of your original 8-week period may not be necessary at this time.
1. If your PPP loan was made prior to June 5th, you may elect to still use the prior 8-week period to determine loan forgiveness.
Payroll Costs – The payroll expense requirements for use of PPP funds has decreased to 60% of your loan, where it was 75% previously. This allows for more of the funds to be used on the other qualifying expenses like rent, utilities, and mortgage interest.
1. Using less than 60% of your funds on payroll costs will decrease the amount of other eligible expenses, which will decrease the total amount of forgiveness allowed.
Application Deadline – If you have not yet applied for a PPP loan, the deadline is June 30th. If you’re considering applying, don’t wait until that date as your banker needs to submit the request to the SBA by June 30th.

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC

Mark A Nicholas, CPA, CFE, CVA, CFF, MAFF
Managing Member
Financial Litigation Consultants, LLC
2712 McGraw Drive Bloomington, IL | 309-663-1353
3130 Sutton Blvd Maplewood, MO | 314-279-9223
3040 N University Ave, Decatur, IL | 217-877-6766
Email: mark.nicholas@flc-llc.com
Website: http://www.flc-llc.com

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Hi Welcome to Valuation Podcast .com - A podcast and video series pertaining to all things business and valuation.

My name is Melissa Gragg, a business valuation expert in St. Louis Missouri.

I have the pleasure to talk Josh Lefcowitz about Estate Planning – Federal Gift Tax Valuations. Josh is a partner at Cohen and Company and is a valuation expert in Pittsburgh, Pennsylvania.

Creating an Exit Planning Strategy

What is estate planning, from a valuation perspective?
Why do we care about the federal gift tax lifetime exemption?
How do you “gift” shares of stock or interest in your business?
Why do you need a valuation for the gift tax return?
Why does the attorney or CPA ask about the valuation discounts?
Why is the time right to focus on gift and estate planning?
Who can benefit from transferring business interests at this time?
What are a few mechanisms to transfer business interests?

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Tax return, gift tax, gift tax exemption

Joshua Lefcowitz, CPA/ABV/CFF, CVA, CFE, ASA
Partner, Valuation & Litigation Support Services
Cohen & Company
525 William Penn Place, Suite 3010 | Pittsburgh, PA 15219
jlefcowitz@cohencpa.com
Direct: 724.260.8129
Mobile: 412.901.5010
Fax: 866.818.4538

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During this episode we speak with Mark Nicholas, a CPA and forensic accountant with a 28 person accounting firm in St. Louis as well as Bloomington and Decatur, Illinois. Melissa Gragg, business valuation expert and host of ValuationPodcast.com, discusses Fraud in Times of Crisis and what a business owner should do if they suspect fraud.

Welcome Mark!!

What should business owners watch out for as we deal with this pandemic?
How can business owners protect themselves during these times?
What should a business owner do if they suspect they are victims of fraud?
We often think of fraud as an employee or other inside person stealing from a company. Who else might steal from businesses?
Does theft Identity apply to businesses?

Fraud in Times of Crisis - http://valuationpodcast.com (314) 541-8163 A podcast and video series pertaining to all things business and valuation.

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Mark A Nicholas, CPA, CFE, CVA, CFF, MAFF
Managing Member
Financial Litigation Consultants, LLC
2712 McGraw Drive Bloomington, IL | 309-663-1353
3130 Sutton Blvd Maplewood, MO | 314-279-9223
3040 N University Ave, Decatur, IL | 217-877-6766
Email: mark.nicholas@flc-llc.com
Website: http://www.flc-llc.com

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Chris Johnson, a financial expert witness in Houston Texas at Economic Analytics Consulting, and Melissa Gragg, a company valuation expert in St. Louis, Missouri, discuss Covid-19 Business Interruption Insurance Claims.

What is business interruption insurance?
Typically What does business interruption insurance provide?
Who has business interruption coverage?
Will COVID-19 or coronavirus business interruption claims be covered or eventually paid by insurance companies?
Do COVID-19 insurance claims differ from normal BI or Business Interruption claims?
What should business owners do now, file a business interruption claim or wait?
Will these pandemic insurance claims have to be fought and won in court?

Chris W. Johnson | Principal
Economic Analytics Consulting, LLCTwo Allen Center
1200 Smith Street, Suite 1600
Houston, TX 77002
T: 713.487.8835
E: CJohnson@EconomicAnalyticsConsulting.com

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During this episode we speak with Mark Nicholas, a CPA and forensic accountant with a 28 person accounting firm in St. Louis as well as Bloomington and Decatur, Illinois. Melissa Gragg, business valuation expert and host of ValuationPodcast.com, discusses the Paycheck Protection Program or PPP Loans and the Economic Injury Disaster Loan Program or EIDL and the forgiveness process of these loans. PPP Loan Forgiveness Process (CPA St. Louis)

Businesses are starting to get their EIDL loans. What are some of the major issues surrounding these loans?
There seems to be a lot of talk about spending requirements with the PPP loan. What are the key factors?
Is it about time when many businesses will start applying for forgiveness of their PPP loans. How do they go about this process?
Full-time equivalents are a somewhat hidden aspect of the PPP loan forgiveness program. How important are FTE’s to forgiveness?
What’s next for business?

PPP Loan Forgiveness Process - http://valuationpodcast.com (314) 541-8163 A podcast and video series pertaining to all things business and valuation.

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Mark A Nicholas, CPA, CFE, CVA, CFF, MAFF
Managing Member
Financial Litigation Consultants, LLC
2712 McGraw Drive Bloomington, IL | 309-663-1353
3130 Sutton Blvd Maplewood, MO | 314-279-9223
3040 N University Ave, Decatur, IL | 217-877-6766
Email: mark.nicholas@flc-llc.com
Website: http://www.flc-llc.com

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Buying and Selling a Business in a Crisis (SBA Loans, Valuation Podcast)
Mergers and Acquisitions or M&A During the Pandemic or Covid-19 – Jennifer Smith, Murphy Business Broker in Cape Girardeau Missouri - Melissa Gragg, business valuation expert, discusses the status of transactions during a pandemic or economic crisis.

Cares Act and SBA Loan Payments

As part of the Cares Act passed on 3/27/2020, borrowers of SBA acquisition loans closed/or funded by 9/27/2020 will have six months of their loan payments (principal and interest) made by the US government! This is an incredible incentive to get buyers to move forward toward closing and alleviates some of the concern about revenue and profit disruption as the economy gets back on its feet.
We have been told by our banking partners that interim (2020) financials will not be weighed as heavily as the prior 3-5 years of financials and the prospects for 2021.
Valuation methodologies and conclusions have not changed (yet). In other words, if your business was valued at $500,000 (for example) on 2/28/2020, it is still valued at $500,000 as of this writing. Having said that, this will vary by industry, underlying company fundamentals, and how quickly the company and industry are expected to recover if they were impacted.

What does all this mean?

If you were thinking about exiting/selling your business in 2020, and were "waiting for the smoke to clear" before entering the market place, it may well be prudent to enter the market sooner rather than later and allow your buyer to make use of this provision of the CARES Act -- if your business is a candidate for SBA financing, 6 months of US government paid debt service is a powerful motivator for SBA borrowers.

How do you know if your business is a candidate for SBA financing? Reach out to us and let's discuss your situation. Some, although not all, of our banking partners, are still making SBA acquisition loans and are offering pre-qualifications for good businesses. This is in addition to the Paycheck Protection Program that you may have already tapped into.

Buying and Selling a Business in a Crisis (Company Valuation Expert) http://valuationpodcast.com (314) 541-8163 A podcast and video series pertaining to all things business and valuation.

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Jennifer S. Smith, MBA, BCI, CMAI (formerly Jennifer Hendrickson)
Business Brokerage / Mergers & Acquisitions
715 Clark St
Cape Girardeau, MO 63701
573.335.1885
http://www.MurphyBusinessofCape.com

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The Future of Divorce Court with Randy Kessler - Divorce Attorney in Atlanta (Valuation Podcast)

How do we incorporate Zoom and GoToMeeting to facilitate divorces and continue to move couples through the process. The courts are open and divorce papers can be filed, but what if we can't show up in person?

Welcome to ValuationPodcast.com – a podcast and video series on all things pertaining to business valuations. I am Melissa Gragg, a financial expert witness in St. Louis, specializing in high net-worth divorces and partner disputes where there is a business valuation involved.

We discuss the future of divorce court, mediation and collaborative divorce in this episode with Randy Kessler a divorce lawyer in Atlanta, Georgia for over 30 years and founding Partner of KS Family Law, a 30 person family law firm in Atlanta. He represents entertainers and athletes - including The Real Housewifes of Atlanta cast member Nene Leakes, Evander Holyfield, Ludacris, Usher Raymond and Michael Jordan's ex-wife.

Randy wrote the book "Divorce: Protect Yourself, Your Kids and Your Future" (available at http://www.divorceprotectyourself.com)

Welcome Randy – we are so lucky to have you here – talking about the Future of Divorce Court or Divorce Litigation

Wrote an article for Law.com titled Trial by Zoom: We Have Begun a New Era

This article was all about the final exam for Emory Law School Jury Trial Class – and it was a divorce case!

How did the law students simulate a real trial? What were some of the specifics of the trial?
What were some of the benefits of the zoom trial or zoom court?
What were some of the difficulties with having an online trial format?
Let’s clear up some misconceptions about court - Are Georgia divorce courts “closed” and can you file divorce papers right now?
Where do you see divorce litigation in the future? In 6 months or a year, do you see the court system completely changing or will we go back to how we did things in the past?
The biggest concern I hear from divorce attorneys regarding online trials, is about the psychology of the trial process. Are we going to be as effective if we are not all in the same room?
What can we do now to get prepared for online divorce?
Do you think there will be more divorce mediation or alternative ways of getting divorced?

Thanks so much for joining us on http://www.ValuationPodcast.com

Melissa Gragg, CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
http://www.BridgeValuation.com
melissa@bridgevaluation.com
Cell: (314) 541-8163
Bridge Valuation Partners, LLC
301 Sovereign Court, Suite 208
St. Louis, MO 63011

Randall M. Kessler, Esq.
KSFamilyLaw.com (ksfamilylaw.com)
rkessler@ksfamilylaw.com
Emory Law School Trial Professor
Past Chair, ABA Family Law Section
Author: DivorceProtectYourself.com
Fellow, IAFL
@GADivorce
404.688.8810 (ext. 103)
101 Marietta Street, Suite 3500
Atlanta, Georgia 30303
Follow: https://www.linkedin.com/in/randallkessler/

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ValuationPodcast.com - A podcast about all things Business + Valuation. : Recent Episodes

Melissa Gragg