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partnership agreements are clear and updated is crucial for preventing and efficiently resolving disputes, as vague or outdated terms often lead to conflicts.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