A podcast about
business & valuation.
Fractional CFO’s Role in Business Growth & Exit Strategies
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.
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025
In this episode, we speak 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.
Selling Your Business: How to Negotiate the Highest Price
Today we're going to be speaking about Selling Strategically, Unleashing Maximum Value in your Business Exit with Channing Hamlet. He's located in San Diego, California, and he's the Managing Director of Objective Capital Partners, which is a leading investment banking firm and valuation firm serving the lower middle market. Specifically, this covers companies with a value between $20-75 million.
The Intricacies of Intellectual Property in Business Valuation
In this episode, we discuss the intricacies of intellectual property in business valuation with Michael Koeppel. He's been on the podcast before, and he's a very trusted source of information. He has three decades of experience and services a ton of different industries including technology, manufacturing, and service sectors. In 2012 he created Lakelet Advisory Group and started concentrating on organizations from a business valuation perspective and turnaround situations.
Selling Your Business: How to Negotiate the Highest Price
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. Selling businesses is his business. 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 about what your business is worth, how to sell a company, and how to buy businesses.
Value Creation at Every Stage of the Business Cycle
In this episode, we speak 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.
Understanding the Start-Up Ecosystem in India: A Business Valuation Conversation
In this episode we discuss 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 start-up valuations.
The Importance of a Second Valuation Opinion
In this episode, we are talking about 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 he works with a lot of ESOP situations.
AI (Artificial Intelligence) Won't Take Your Job, But This Might...
In this episode, we’re discussing how AI (Artificial Intelligence) won’t take your job but this specific software might. We are discussing an automated software that may be in the market to take a few jobs. I’m with Jesse Rubenfeld and Tom Zehentner from FinOptimal, an accounting automation software company based in Houston, TX.
Understanding the Criteria and Tax Advantages of an Employee Stock Ownership Plan
In this episode, we speak with Kelly Finnell. He is based in Memphis, Tennessee, and is one of the nation's best ESOP consultants, having spent more than 40 years helping business owners design and execute employee stock ownership plans. Kelly is also the owner of a preeminent ESOP book, "The ESOP Coach", using ESOPs in ownership succession planning in 2010, and his work remains the most comprehensive guide to ESOPs today.
Exploring ESOP and Employee-Led Buyouts: Insights From a Private Equity Perspective
In this episode, we discuss 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.
Divorce and Refinancing a Mortgage
In this episode, 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!
Donald Trump's Tax Return - A Case Study for Divorce Attorneys
In this episode we 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. Welcome, Jason. How are you?
ERC (Employee Retention Credit) Tax Credit Information for Advisors and Business Owners
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 her 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.
In this episode, 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. Welcome TH and Jessica!
In this episode, 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.
In this episode, we 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.”
Divorce Finances: Tracing Marital Assets and Separate Property
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 accoun@ting issues. She helps through mediation and works with divorce lawyers through all financial aspects of litigation and child support matters.
Cryptocurrency and Divorce
Today we will discuss Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.
Virtual Court, Divorce Mediation and Valuation during Covid-19 Pandemic
I have the privilege to interview Randy Kessler, a high-profile divorce lawyer in Atlanta, Georgia for over 30 years. Randy is a founding Partner of KS Family Law, a 30 person family law firm in Atlanta, author, professor and more. We will discuss Virtual Court, Divorce Mediation and Valuation during Covid-19 Pandemic.
ValuationPodcast.com is hosted by Melissa Gragg.
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