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partnership agreements are clear and updated is crucial for preventing and efficiently resolving disputes, as vague or outdated terms often lead to conflicts.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


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

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

Hi, welcome to valuation podcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Greg, and I'm a financial mediator and business valuation expert in St. Louis. Today's topic is actually talking about strategic planning, investment banking, exit planning. And really we just use these terms a little interchangeable, but letting the numbers speak and why exit planning isn't the same as investment banking with Luntadila Paolo, and he is an immigrant from Angola. He's Pan-African global citizen, and an entrepreneur. He founded Yeto Accounting and Tax PLLC in 2019 to help small business owners minimize their taxes and basically get ready to sell and increase their net worth. And I wanna welcome you. Thank you so much for being our guest.

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/


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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


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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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