Whether you’re a baby boomer business owner planning retirement, or a high-achieving entrepreneur looking to 10X your company, this conversation will give you actionable steps to avoid leaving money on the table, systematize your operations, and future-proof your business in the age of AI.

Myra has spent decades helping people navigate the emotional and practical challenges of receiving wealth—especially when they didn’t earn it directly. Together, we’re talking about the emotional side of money, financial identity, legacy trauma, archetypes, and how fiduciary coaching can help people move from fear and confusion to confidence and control.

In this episode, we dive into the explosion of AI and how it intersects with deal-making. Why, in the age of AI, do you still need a negotiation expert in the room? If AI is the tool, a skilled advisor is the weapon. Christine and I unpack how sellers often unintentionally sabotage their own deals and why experts must act as shields to protect value, mitigate emotional risk, and maintain control in negotiations.

Today, we dive deep into employment law for business owners, exploring how to proactively prevent employment-related claims, what at-will employment really means, the nuances of employee contracts, and practical steps both employers and employees can take to protect their interests. We also discuss the evolving landscape around DEI programs, remote work accommodations, and how recent shifts in enforcement by the EEOC may impact your business or career.

Kre8 Spaces empowers artists and entrepreneurs with tools, mentorship, and strategy for long-term success. Learn how community, consistency, and creative business planning drive both artistic growth and economic impact. Discover insights from founders Quintrel Brown, Dwayne Ferguson, and Christian Boyd on ValuationPodcast.com.

Discover proven strategies for small business success and exit planning. Learn how to build a company that runs without you, prepare for a rigorous sale process, and negotiate with confidence. Business valuation expert Melissa Gragg and guest Mark Howley share insights on growth, financial discipline, and maximizing business value at exit.

Welcome to ValuationPodcast.com, a series dedicated to exploring the intricate world of business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. 

Today, I'm joined by Kirk Michie, founder of Candor Advisors and a seasoned expert in assisting entrepreneurs and high-net-worth families with strategic planning and legacy objectives. Our discussion today centers on the challenges and strategies involved in selling multi-generational family businesses.

Welcome to ValuationPodcast.com, your space for all things business and valuation. I'm Melissa Gragg, a mediator and valuation expert based in St. Louis, Missouri. Today, we're launching a new series focused on case study reviews and expert insights. Our guest, Michael Koeppel, brings an extensive background with over 30 years of experience across various industries, with a particular focus on technology. His expertise spans AI and IP, as well as manufacturing and service organizations. 

Michael is the founder of eCapital Financing, supporting startups in the LA area and Western New York, and also heads Lakelet Advisory Group in New York. In this series, we'll delve into diverse valuation case studies, each highlighting unique challenges and strategic solutions. While this series is tailored for professionals and practitioners, we believe the insights gathered—from successes to lessons learned—will benefit a broad audience keen on understanding the nuances of business valuation.

Hi, welcome to ValuationPodcast.com, a podcast about valuation and all things negotiation. My name is Melissa Gragg, and I'm a valuation expert and divorce financial mediator in St. Louis, Missouri. 

Today we're going to talk about Enhancing Legacy, Modern Strategies for Business Success with Philip Hogan. He's the President of Signing Services of America, LLC. It's a nationwide notary signing service company headquartered in Atlanta, Georgia. So Philip and his team are really disrupting the notary signing industry by embracing creativity, understanding their clients at a deeper level, and providing free weekly notary training sessions. 

Phillip Hogan is the Founder and CEO of Signing Services of America, LLC, a nationwide notary signing service company with a robust database of attorneys and CFPB-compliant notary signing agents. Auto, escrow, law firms, and title insurance companies have enormous pressure to prepare and close their loans on time. Phillip recognized the need for virtual partners able to schedule and manage remote signings in a beneficial, convenient manner. Today, with more than 65,000 signing agents in his database, Phillip has created a company dedicated to excellence, creativity, and long-lasting relationships.

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 privilege of speaking with Kirk Michie in San Diego, California, and the founder of Candor Advisors. For more than 30 years, he has worked with entrepreneurs, closely held business owners and high net worth families to achieve their strategic planning, liquidity investment, and legacy objectives. 

In this episode, we are going to talk about using valuation metrics to strengthen the seller negotiations in M&A or mergers and acquisitions. 

In this episode, today, we’re speaking with Austin LaRoche, located in Los Angeles, California. Austin is the CEO of Global full-service marketing agency ATAK Interactive and creator of the M2S (Marketing-to-Sales) Framework for B2B growth. Today's episode is all about content creation, thought leadership, marketing niches, and data storytelling.

In this episode, we are with Luntadila Paulo. He is an immigrant from Angola. He's Pan-African global citizen, and an entrepreneur. He founded Yeto Accounting and Tax PLLC in 2019. Yeto Accounting and Tax PLLC is an immigrant-led certified public accounting firm providing founders, small and midsize businesses, nonprofit, and emerging managers and searchers accounting, tax, and business advising solutions to help them reduce their tax burden, improve their business results, and make impactful decisions.

In this episode, we are with Lisa Zeiderman. Lisa's a managing partner at Miller Zeidman, LLP. She's a matrimonial attorney, family lawyer, and CFL, which she'll tell you more about. And a certified divorce financial analyst, which some people know about. She also regularly handles complex financial and custody divorce matters for high net worth individuals. So this episode is going to be about the current state of divorce in New York, and kind of the beginning part of it, we're gonna focus on some of the things that business owners should understand, professionals, people that are handling divorce. Then at the end we're gonna talk about pro se.

In this episode, we're actually gonna talk about current issues for business owners going through divorce in Georgia, but kind of advice for people around the country. And we're talking to Bob Boyd in Atlanta, Georgia today.

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.

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 owners increase the value of their business so they can achieve successful exits and leave meaningful legacies. He's also located in San Jose, California. He's an expert on how to make more and work less and outsourcing for growth.

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, Missouri. Our guest, Chris Papin, is located in Oklahoma and is actually not only an attorney, but also a certified public accountant, as well as a life accident and health insurance producer. So it gives him a very holistic perspective as an advisor to business.

In this episode, we’re speaking 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 better, maximize their exits, and basically grow into the process.

In this episode, we're talking about exit strategy and how to prepare management for sale and to create a business over time worth buying with Tejal Shah in Houston Texas. Tejal is the Founder and Managing Principal at Congruent Advisory.

Today we're speaking with Alex Prasad, who is located in Michigan, and he's actually an entrepreneur and a business attorney. And with a decade of experience in early stage companies in M&A law, we thought that a good conversation today would be talking about M&A transactions, deals, and what creates a deal maker or a deal breaker.