Business Valuation... Real Talk
Each episode of the Business Valuation Real Talk podcast will cover an aspect of the business valuation world from mergers and acquisitions to financing, structuring a family limited partnership through estate planning, practice management and a variety of other relevant topics. The conversations with subject matter experts will provide in-depth discussions, looking at past case studies to provide some context. Mostly, the aim here is to educate the business community in business valuation but there is something here for even the most battle-hardened investment bankers, private bankers, attorneys, accountants, and M&A experts. Each episode features a different industry expert or practitioner, with a new episode added once a month.
Episodes
23 episodes
One, Two, Three Go!!!!!
Our current economic and market conditions have shifted a great deal in the first quarter of 2025. This shift has brought on both uncertainty and the unknown for any opportunities for M&A for middle market businesses. This month, we will ta...
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Episode 23
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38:08
How Tariffs Affect Privately Held Company Valuations
As the threat of tariffs hangs over businesses here in the United States, business values will continue to suffer. It can come from increased costs to reduced consumer spending to ongoing uncertainty around how the future will unfold, leaving b...
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Episode 22
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27:26
Valuations New Paradigm Shift: FinTech
The financial sector, once known for its inefficiencies and complexities, has undergone a revolutionary transformation with the rise of fintech startups. But valuing a FinTech startup company is not done with a traditional business valuation. T...
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Episode 21
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25:45
Preparing Your Business for an Exit
To kick off 2025, we are going to discuss Preparing your Business for an Exit, with a special guest, Sankeetha Selvarajah. Sankeetha is the chair of Mergers & Acquisitions Corporate at Romano Law, a corporate law firm in lower Manhattan New...
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Episode 20
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39:05
Valuing Cryptocurrency is like the Phoenix Rising from the Ashes
The valuation of crypto assets (Bitcoin) has emerged as a critical topic owing to the growth in popularity and adoption of crypto assets. While many recognize crypto assets as a legitimate asset class, many remain skeptical of their value propo...
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Episode 19
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25:04
The Day After
One of the most exciting things about receiving the final valuation report is to turn to page 3 – the value of the company. The truth is the real value of the report follows in the next 70 to 100 pages. And if done correctly, The Day After, you...
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Episode 18
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31:38
Buyers Beware: The Dark Side of Valuation
There are certain things in the world of valuations, no two businesses are the same and neither are two valuations. If you are in the market to acquire or preparing to sell your company, there are things you need to know and not fall for a poor...
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Episode 17
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32:38
ESOPS, if done correctly, everyone wins!
Over the last several months there has been a big energy shift towards ESOPs. This episode will focus on what is driving this energy shift and what business owners need to know before moving forward with an ESOP. Owners need to understand the i...
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Episode 16
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25:15
Higher Firm Value for Family-Owned Business
Family-owned businesses are the backbone of the American economy. Studies have shown about 35 percent of Fortune 500 companies are family-controlled and represent the full spectrum of American companies from small business to major corporations...
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Episode 15
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42:20
Free Cash Flow: Why understanding it can create company value
Cash flow issues and inadequate money management are consistently viewed as the top reasons why businesses fail. It is certainly vital to owners, founders, and boards to sharpen their cash flow forecasting ability and develop a strong understan...
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Episode 14
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30:56
Early-Stage Founders and the Capital they wish to have: Part 3 of 3 : The Hard Truth About Rasing Capital
Something you should be aware of regardless of who you make that winning business pitch to, be it a bank, private equity group, venture capitalist, or angel investors. Each one of these groups has a different objective or purpose on why they wi...
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Episode 13
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23:53
Early-Stage Founders and the Capital they wish to have: Part 2 of 3: Why is raising capital important
For Founders and Early-Stage companies, raising capital is priority number one. Understanding why is the first step. Followed by understanding the types of capital raised. Leaving you with the types of sources of a capital raise.
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Episode 12
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31:32
Early-Stage Founders and the Capital they wish to have: Part 1 of 3
As we move further into the new year, as an Early-Stage Founder, it is important to understand where you go to raise capital and how you position your business to find the right partner. This is a three-part series. Part 1: Understanding the st...
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Episode 11
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27:48
Family Limited Partnerships: Sunset is Coming
With the Tax Cut and Jobs Act sunset provisions in 2026 quickly approaching, FamilyLimited Partnerships have become a very popular vehicle for families that haveappreciable assets. Learn how valuation discounts can be a valuable tool to...
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Episode 10
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26:30
When it comes to Multiples, 2 plus 2 doesn’t always equal 4
Valuation multiples provide a simple yet effective way to assess the worth of a business by comparing it to similar companies in the market. However, using valuation multiples is not just about plugging in numbers and getting a result. It requi...
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Episode 9
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21:41
Buying the Big Ticket!!!
As a sports fan, most if not all, have a dream of being a sports franchise owner. In this episode, being a minority owner in a sports franchise, may not be as difficult as it may appear. And how the valuation of the franchise can assist you in ...
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Episode 8
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31:14
The Most Important Tool in a Company Tool Box: Business Valuation
Whether we are backtracking to 2019 or discussing it now in 2023, the most important tool in a company tool box to deal with partnership discussions, how to reward and retain talent, or even understand the current state of the business is havin...
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Episode 7
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29:19
The best kept secret, ESOPs (Employee Stock Ownership Plans)
When it comes to exiting a business, most are familiar with the big three: Sell to a third party, transfer to a family member or work until you close the business down. Yet, there is another alternative that is not talked about a lot. In this e...
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Episode 6
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38:08
The Legacy you desire to leave behind
We spend our lives working hard, building relationships, but do we put that same amount of energy into how we want to leave our legacy? This episode is a must listen to podcast with our guest, Melissa Goikhman, Esq. of Legacy Wealth Counsel. OP...
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Episode 5
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37:49
M&A 2023: Has it stalled, or is it getting ready for the next round?
2021, the M&A Market ran at a torrid pace. 2022 was a tale of two stories. The first half deal flow continued from the overflow of 2021. The second half dealt with headwinds, which slowed down the activity. This episode, we will discu...
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Episode 4
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42:06
Creating a path for your financial life
How do we continue to grow our wealth after you transition from one phase of your life to the other. When it comes to creating this path, learning how to invest is key. In this episode of Business Valuation...Real Talk, 1792 Wealth Advisors, Pr...
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Episode 3
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36:41
When is it time, to make that move!
In this month’s Business Valuation…Real Talk episode, Naja Muhammad, CEO and Owner of Insane Audio joins our host Stephen White, to discuss the path that she took before making that decision to leave the accounting world and become a successful...
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Episode 2
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44:45