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

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: 1. 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. 2. 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. 3. 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. 4. 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 Support the show

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 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 Support the show

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 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 Support the show

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: 5 Key Takeaways 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 Expert testimony for Support the show

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 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 Support the show

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. 2. 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. 3. 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. 4. 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. 5. 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 Support the show

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 Support the show

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: 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. Support the show

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: 1. 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. 2. 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. 3. 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. 4. 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. 5. 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 Support the show

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 Support the show

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 Support the show

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 Support the show

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 Support the show

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 Support the show

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 Support the show

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 Support the show

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/ Support the show

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 business valuation,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,notary signing services,notary near me,online notary,online notary services,notary services near me,quick notary,quick notary service,online notary near me Support the show

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 Support the show

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 Support the show