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 and multi-site groups navigate the complex landscape of capital or strategic transactions.

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.

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.

In this episode, we discuss 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 and 75 million. He's actually in charge of both of these sectors, so we are fortunate to have you here on the podcast. Welcome, Channing.

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.

In this episode, 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.

In this episode, we discuss 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.

In this episode, 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.

In this episode, we talk 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.

In this episode, we talk about how AI won’t take your job, but this software. 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.