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

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: 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 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 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. 1. What is the TCJA and what are the major provisions of the Act that are set to expire in 2025? 2. What is included in a taxable estate? 3. Why is the sunset especially important to business owners? 4. Can business owners with a long runway until retirement ignore the impact of the sunset? 5. Can business owners rely on quoted market multiples in their industry to understand the value of their company? 6. What is the tax impact for a business owner upon death that has not done any estate or succession planning? 7. How can a business owner transition their business out of their estate? 8. Is having a valuation performed necessary or beneficial for the transition of the business? 9. 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/ 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 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 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 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. 1. What makes Intellectual Property so complex and unique compared to other types of Business Valuation? 2. Intellectual Property (especially patents) are typically tied to a person. How do you quantify the market value or future income on something like this? 3. Intellectual Property valuations are very similar to startups. How? 4. 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? 5. 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/ 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 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. 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 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. 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 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 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 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. 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 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. Support the show

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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. 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 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! 1. Divorce and Mortgaging a House: One Working Spouse and One Stay-Home Spouse with Emile Flowers 2. What is a Certified Divorce Lending Professional? 3. What type of analyses are you doing with the client to determine their eligibility? 4. How does divorce mortgage planning benefit the couple? 5. What is "qualifying income?" 6. Why is the verbiage for the divorce settlement agreement important? 7. What is important to know about refinancing a mortgage in a divorce? 8. What can clients do now to get prepared to meet with Emile Flowers? 9. How do you charge for your services? 10. 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. Support the show

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. 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 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. 1. What is the Employee Retention Credit or ERC Tax Credit? 2. What types of companies are eligible for Employee Retention Tax Credit? 3. What are the 3 signs of eligibility? 4. How Catherine Tindall, CPA, became an expert on the ERC Tax Credit 5. What are the pitfalls of calculating the ERC tax credit? 6. Do you think the IRS will audit companies who take the ERC credit? 7. In the future do you see Employee Retention Credit fraud increasing? 8. What are the benefits of working with ERC specialists? 9. 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 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 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 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 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. Support the show

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! 1. Tell us about the current housing market. 2. What are the main steps when selling a house (specifically during a divorce)? 3. What advice would you give to a divorcing couple who is selling their house? 4. What is the process for one spouse remaining in the house when the other moves out? 5. What are some current trends for taking out a mortgage? Is the process getting easier or harder? 6. 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 Support the show

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! 1. What are tax credits and are they different than tax deductions? 2. What is the difference between temporary tax credits and permanent credits in the IRS tax code? 3. What is the Employee Retention Tax Credit in the 2020 Cares Act? 4. Employee Retention Tax Credit 2021 5. What is a research and development tax credit? 6. Are there any other important tax credits? 7. 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/ 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 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. 1. Let’s first define the difference between separate and marital property in a divorce? How could someone have a claim of separate property? 2. What is the difference between community property states and equitable distribution states for divorce purposes? 3. What is involved in tracing assets and why does marital contribution matter? 4. Why is the “source of funds” rule important in a tracing analysis and does it matter how the property is titled? 5. What are some assets that can be traced? House, investments, stock options, businesses? 6. Who has the burden to prove the asset is separate? 7. What are some of the important dates to keep in mind when tracing assets? Date of filing? Date of separation? Date of divorce? 8. Why would you trace ownership in the marital home? What is the Thomas analysis in Georgia? 9. What relevance does case law play into the tracing of assets in Georgia or any other state? 10. What would be the logic behind tracing an investment? How do you do the tracing? 11. What are some of the issues if a family business is owned or was owned prior to the marriage? 12. 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 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 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! 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 Support the show