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partnership agreements are clear and updated is crucial for preventing and efficiently resolving disputes, as vague or outdated terms often lead to conflicts.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


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