Beste Valuation podcasts (2024)

1
Estate Planning – Anticipating the Change in 2025 19:27

3d ago19:27

19:27

Plan early! The Tax Cut and Jobs Act (TCJA) significantly increased the estate tax exemption and there is uncertainty around whether it will be extended or modified. It's recommended to plan early and not wait until the last minute to ensure all necessary legal and valuation work can be completed in time. Greg Saunders and Lisa Cribben explore the …

1
Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A) 59:10

18d ago59:10

59:10

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 pr…

1
Valuation Case Law Update 25:14

18d ago25:14

25:14

In this interview, Dave and Natalya discuss several significant court cases related to gift and estate tax valuations, ESOPs, and control issues in business valuations. Throughout the discussion, they emphasize the need for careful planning and the potential implications of court decisions on future valuation practices: Controversial Connolly Case …

1
Macroeconomic Update 2024 - Cost of Capital & Valuation Impact 46:04

1M ago46:04

46:04

This interview was recorded on 10/28/24 at the AICPA-CIMA Forensic and Valuation Services Conference prior to the presidential election on 11/5. Economic issues discussed are still relevant as of the publish date11/21/24 Don’t miss this deep dive into the cost of capital and its implications for businesses and investors Nunes and Harrington, both f…

1
Data-Driven Stories: Unlocking Value Through Storytelling 1:02:32

1M ago1:02:32

1:02:32

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 LaR…

1
Letting Numbers Speak: Why Exit Planning Isn’t the Same as Investment Banking 1:00:01

1M ago1:00:01

1:00:01

Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, Negotiation 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. Today's topic is about strategic pla…

1
Discounted Cash Flows with Roger Grabowski (revisit) 57:09

2M ago57:09

57:09

This is a refreshed version of an episode from June 2022. Roger Grabowski has made numerous contributions to the field of valuation, particularly in forecasting cash flows using the discounted cash flow method (DCF). Roger speaks with Josh about the evolution of valuation practices and emphasizes the importance of understanding historical growth an…

1
Using AI in Your Valuation Practice – Part 2 25:01

2M ago25:01

25:01

This is the 2nd of a two-episode interview with Rod Burkert who is a valuation practice coach and advisor. If you have not listened to Part 1 – consider listening now . Rod views AI as a tool, and like how professionals learned to use Excel and Word, he encourages a mindset shift to familiarize oneself with AI and its potential applications in busi…

1
The Current State of Divorce in New York For Business Owners 1:12:56

3M ago1:12:56

1:12:56

This episode is going to be about the Current State of Divorce in New York. We're going to focus on some of the things that business owners and professionals should understand. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm a Financial Mediator and Bu…

1
Current Issues for Business Owners Going Through Divorce in Georgia 52:33

3M ago52:33

52:33

In this episode, we're going to talk about current issues for business owners going through divorce in Georgia, but in general, advice for people around the country. Our guest is Bob Boyd, an attorney in Atlanta, Georgia. Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melis…

1
Eye on Fraud - Fraud in the Music Industry 29:27

3M ago29:27

29:27

The authors of the Eye on Fraud article on the same topic, Howard Silverstone and Sean Sauder, explore historical and modern examples of music fraud, including "payola," artist fraud, and streaming fraud, and discuss industry measures to combat these issues, including: Streaming fraud: bots, click farms, and playlisting scams Impact of fraud on art…

1
How to Clean Up Your Financial Situation to Sell Your Company 36:52

3M ago36:52

36:52

In this episode, we're with Nolan Bradbury. He's located in Seattle, Washington, and the Founder of Bradfield Accounting and Advisory. He has two decades of experience and offers clear and practical financial advice to business owners, and in this episode, we're actually talking about how to clean up your financial situation to sell your company. W…

1
Supporting Company Specific Risk and Reconciliation under ASC 805 27:00

3M ago27:00

27:00

Pod Squad host Nene Gianfala discusses how to support company specific risk and reconciliation with our experts fresh out of their session at the FVS conference. Their conversation covers complex topics including: Understanding projected financial information (PFI) Quantifying company specific risk premium Reconciling WACC, WARA and IRR Complying w…

1
Make More and Work Less: Outsourcing for Growth 44:06

4M ago44:06

44:06

Make More and Work Less: Outsourcing for Growth - Business Valuation Experts #businessvaluation https://www.valuationmediation.com http://www.ValuationPodcast.com (314) 541-8163 In this episode, we are talking to Ben Towne, who is a CPA and another Valuation Expert. He's also the principal of Towne Advisory. He's committed to helping small business…

1
Elevate Your Expertise - A Visit with the 2024 Forensic and Valuation Services Conference Co-Chairs 19:35

4M ago19:35

19:35

Join us for the AICPA & CIMA Forensic & Valuation Services Conference from October 28-30 in Dallas, featuring special ticketed networking events. You can attend in person or virtually but attending in Dallas provides unmatched networking with FVS professionals. Register by September 13 to get a $150 early bird discount. Here's what's in store: Keyn…

1
Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place 43:34

4M ago43:34

43:34

In this episode, we're talking about finding the peace in chaos and how to grow your company with disruptions in place with Chris Papin. 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, Mi…

1
The Impact of the "Right" Clients on Your Business 53:34

4M ago53:34

53:34

In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run bett…

1
Exit Planning is a Process... Not an Event 1:00:52

4M ago1:00:52

1:00:52

In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time. My name is Melissa Gragg, and I'm a Financial Media…

1
Using AI in Your Valuation Practice – Part 1 35:24

4M ago35:24

35:24

This podcast episode is part of the extensive resource library available from the AICPA’s Forensic and Valuation Services Section, the premier provider of guidance, tools, and advocacy for professionals who specialize in providing forensics and business valuation services. Visit us online, and if you’re not already a member, consider joining this a…

1
Deal Makers and Deal Breakers 45:27

5M ago45:27

45:27

In this episode, we are talking about deal makers and deal breakers: what to do and what to avoid with Alex Prasad. Alex is located in Michigan, and he's an entrepreneur and a business attorney with a decade of experience in early stage companies in M&A law. Welcome to valuation podcast.com, a podcast and video series about all things related to bu…

1
Hiring for Impact: Parallel Leadership (Part 2) 46:02

5M ago46:02

46:02

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadersh…

1
Eye on Fraud - The Role of Artificial Intelligence in Forensic Accounting and Litigation Consulting 28:43

5M ago28:43

28:43

FVS experts must keep abreast of AI’s influence on fraud and forensic accounting, utilizing it prudently and mindful of its constraints and misuse risks. Following the publication of the 2nd quarter Eye on Fraud report, we converse with the authors to learn about the four categories of AI and spotlight both the dangers and advantages of each type: …

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 3 20:34

5M ago20:34

20:34

For our final bankruptcy episode, we are in conversation with Clint Neider from AlixPartners. Clint shares his passion for the critical role valuation plays in bankruptcy restructuring. Restructuring requires a combination of science and art, as well as the ability to play the role of a finance professional and a therapist. Clint shares: What skill…

1
Tracing Money Laundering Funds Through FIAT and Crypto 31:49

6M ago31:49

31:49

Elizabeth Woodward converses with Denise Harding, a speaker at the 2023 AICPA-CIMA Forensic and Valuation Services Conference. Denise provides insight into the Dark Web, addressing typical misunderstandings, as well as offering advice to help professionals: Capitalize on their forensic accounting expertise in cryptocurrency-related endeavors, Illus…

1
Valuing Complex Financial Instruments 29:05

6M ago29:05

29:05

While it has been thousands of years since the Greek mathematician, Thales, developed the first known option contracts to corner the market for olive presses ahead of the annual harvest, financial instruments continue to proliferate in both type and complexity. Faisal Lakhani of CBIZ Valuation Group specializes in advising clients in this area and …

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 2 26:29

7M ago26:29

26:29

Josh Shilts meets with fellow pod squadder Elizabeth Woodward to hear about her unique entry into bankruptcy-related work. Elizabeth discusses her path, the diverse businesses she has managed as a fiduciary, and the differences that exist when testifying in a non-confrontational forum. Her role often requires her to be accountable to the court and …

1
Increasing Engagement with FVS Emerging Professionals 25:49

7M ago25:49

25:49

Dave and Greg's conversation underscores a universal truth in any career path: mentoring is critical for the nurturing of emerging professionals - new hires, and those in career transition, during their first 5 years as a valuation professional. It plays a crucial role in career development and organizational culture, as well as allows the mentor t…

1
Leveraging the New Fraud Risk Management Guide in your Practice 31:49

7M ago31:49

31:49

The Fraud Risk Management Guide provides a comprehensive framework for assessing and managing fraud risks in any organization. Elizabeth, Jonathan, and Lynda discuss the guide and its benefits for AICPA members. The guide is a joint product of the Committee of Sponsoring Organizations (COSO) and the Association of Certified Fraud Examiners (ACFE) w…

1
Keeping Reasonable Comp Reasonable 19:42

7M ago19:42

19:42

Jessica and Jordan join us as we delve into the topic of reasonable compensation adjustments in business valuation. Our experts discuss various methods for calculating reasonable compensation, identify available sources of information, and share their insights on applying professional judgment in determining when an adjustment is warranted. Don't m…

1
Hiring for Impact: Parallel Leadership (Part 1) 37:59

8M ago37:59

37:59

In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership. Welcome to ValuationPodcast.com, a podcast and video series about all things related to…

1
The Bankruptcy Briefings – Navigating Financial Rebirth, Part 1 21:52

8M ago21:52

21:52

Get set for the first of a series of episodes highlighting opportunities for FVS practitioners in bankruptcy, Ken and Josh “sit” to discuss some of the tenets of his practice. Ken tells us about the types of bankruptcy (Chapter 7, Chapter 11, etc.) as well as the services that FVS practitioners can provide. We also hear about the types of clients (…

1
Current Trends and Expert Insights in the Dental Practice Market 53:28

8M ago53:28

53:28

Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses …

1
Real Estate in the Valuation of Operating Entities and Holding Companies 26:04

8M ago26:04

26:04

There are nuances to dealing with real estate in the valuation of operating companies or real estate holding companies. Lisa and Chris tackle the important considerations for business valuation appraisers such as: Implications for your analysis and the applied valuation approaches, as well as your overall conclusion of value Tax consequences due to…

1
Eye on Fraud - Too Good to be True: Ponzi Schemes 32:09

8M ago32:09

32:09

Once a Ponzi scheme has been exposed as a financial fraud, a forensic accountant’s skills are instrumental in the investigation of the fraud and assessment of damages. The Eye on Fraud authors, Rumbi and Kathy, share: What is a Ponzi scheme vs. a pyramid scheme vs. multi-level marketing How and why Ponzi schemes draw in victims Ponzi scheme red fla…

1
A Fractional CFO’s Role in Business Growth and Exit Strategies 53:06

8M ago53:06

53:06

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 com…

1
Insights for Navigating Common Issues in Business Valuation 24:28

9M ago24:28

24:28

While each business valuation assignment may be unique, there are often common themes and issues that typically arise. Understanding how different practitioners may navigate those issues can provide helpful guidance and reassurance when undertaking an engagement. Since Ethan Lee and Monica Caswell focus their efforts on different valuation niches, …

1
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025 1:04:13

9M ago1:04:13

1:04:13

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…

1
High Times for CPAs? – Forensic Accounting Services in the Budding Cannabis Industry EXTRA 24:45

9M ago24:45

24:45

Clay and Howard got into the cannabis industry because it presented interesting opportunities to serve new clients in a growing industry. The learning curve has been steep given the regulations and cash-based nature of the business, and building trusted relationships is key to success. Forensic accountants can play an important role as the industry…

1
Byteful Insights: Valuing Tech and Data- a conversation with the IVSC 20:34

9M ago20:34

20:34

This conversation with the author of the latest of 5 IVSC perspective papers on intangible assets, “Value and Data” takes a deep dive into understanding: What is considered technology and what drives the value of data How both play a critical role as intangible assets within the modern economy The influence of artificial intelligence on valuation p…

1
FVS Eye on Fraud – Accountants and the Battle Against Money Laundering 36:16

10M ago36:16

36:16

With an increased understanding of financial crimes and money laundering, accountants can assist law enforcement, banks, investors, and governments with information that can be useful to help Keep our capital markets functioning as intended Protect our national security by preventing or disrupting illicit finance. This episode is a discussion surro…

1
Valuations for Gift and Estate Taxes: Review and Best Practices 24:41

10M ago24:41

24:41

David, Natalya, and Brian discuss the current trends and challenges in business valuation and gift and estate tax including the importance of staying up to date on the current and potential changes in the gift and estate tax landscape. The AICPA offers resources and guidance to practitioners that work in the business valuation of estate and gift ta…

1
Selling Strategically: Unleashing Maximum Value in your Business Exit 57:54

10M ago57:54

57:54

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, …

1
The Intricacies of Intellectual Property in Business Valuation 39:51

10M ago39:51

39:51

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 decad…

1
Protecting Yourself While Conducting Internet Based Investigations 19:49

11M ago19:49

19:49

Whether you perform investigations or not, you'll find real-world applicability in this interview with Ryan who will share with us the challenges of open source intelligence investigations (OSINT), including: Basics that investigators need to be aware of before conducting investigations How OSINT works with digital forensics What You might be givin…

1
Valuation Court - Key Takeaways from Recent Cases 28:01

11M ago28:01

28:01

Natalya and Dave discuss several recent valuation cases that they presented at the 2023 AICPA FVS conference, including: Whether PPP funds should be included in a marital dissolution valuation A charitable stock donation where the appraisal was rejected because the investment banker doing it lacked proper credentials A divorce case where the court …

1
Start Your Year on a High Note - An Overview of the Marijuana Industry in 2023 25:45

12M ago25:45

25:45

Greg and Ron unpack the intricacies of valuing companies in the marijuana industry, exploring everything from regulatory challenges to market dynamics. Ron shares his extensive experience and offers insights into his journey, the industry's growth, and the challenges and opportunities it presents. Conflict between federal and state laws and regulat…

1
The Forensic Accountant's Role in M&A Disputes 20:47

1y ago20:47

20:47

Frank and Josh Epstein delve into the intricate world of M&A disputes, exploring the critical and varying role forensic accountants serve in navigating complex financial landscapes. This includes an independent accountant/arbitrator, independent expert, or consulting expert. From the impact of shifting interest rates to the looming wave of baby boo…

1
Selling Your Business: How to Negotiate the Highest Price 40:44

1y ago40:44

40:44

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 busin…

1
The New Normal: Cost of Capital in a Higher Interest Rate Environment 34:54

1y ago34:54

34:54

Current economic conditions are impacting the cost of capital. Carla and Nene discuss a summary of these conditions and estimates for projected economic growth followed by a deep dive into the cost of capital inputs and how they are being impacted in the current environment including risk-free rate, equity risk premium, beta and cost of debt. This …

1
Value Creation at Every Stage of the Business Cycle 58:28

1y ago58:28

58:28

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 graduat…

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