ValuationPodcast.com - A podcast about all things Business + Valuation.

Melissa Gragg

Valuation Podcast .com - A video and audio podcast on all topics concerning business owners and valuations. Melissa Gragg is a business valuation expert in St. Louis and the host, she interviews CPAs, company valuation experts, testifying experts, marketing experts, divorce expert witnesses, estate planning experts, management consulting experts, strategic planning experts, business lawyers and covers business topics pertaining to company owners and attorneys. http://www.ValuationPodcast.com (314) 541-8163 or email hello@valuationpodcast.com read less
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Episodes

Data-Driven Stories: Unlocking Value Through Storytelling
3d ago
Data-Driven Stories: Unlocking Value Through Storytelling
Data-Driven Stories: Unlocking Value Through Marketing and Storytelling - Thought LeadershipWelcome 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 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. Topics addressed:Purpose of ContentAuthority & Thought LeadershipMarketing towards a NeedMarketing to a DemographicBuild CommunitiesSpecific questions asked:Historically, how have people perceived numbers and data in a business setting?What are effective methods for communicating complex calculations?How does data storytelling enhance a company’s perceived value?What tools do you recommend for building effective data stories?Connect with Austin:www.atakinteractive.comwww.linkedin.com/in/austinlaroche/www.youtube.com/@UCApP-PQ_tLkS6-76-xgwQIg Melissa Gragg  CVA, MAFF, CDFA  Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  https://www.thedivorceallies.com/Cell: (314) 541-8163valuation,business valuation,business evaluation,business valuation expert,business evaluation expert,b2b marketing,b2b marketing strategy,marketing analytics expert,business thought leadership,valuation thought leadership,marketing firm los angeles,marketing firm la,los angeles marketing firm,business valuation missouri,business evaluation st louis,data storytelling,online marketing firm,online business valuation,online business valuatorSupport the show
Letting Numbers Speak: Why Exit Planning Isn’t the Same as Investment Banking
Nov 8 2024
Letting Numbers Speak: Why Exit Planning Isn’t the Same as Investment Banking
Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, NegotiationHi, 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 planning, investment banking, exit planning. Really about Letting the Numbers Speak and Why Exit Planning Isn't the Same as Investment Banking 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.Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Luntadila Paulo https://yetoadvisory.com/https://www.linkedin.com/in/lcpaulo/business valuation,business evaluation,business valuation expert,business valuation expert st louis,business valuation expert missouri,online business valuation,online business evaluation,exit planning,exit planning expert,exit planning strategy,online business evaluation expert,investment banking,exit plan strategy,exit plan negotiation,exit planning negotiation,business exit,business exit negotiationSupport the show
The Current State of Divorce in New York For Business Owners
Oct 8 2024
The Current State of Divorce in New York For Business Owners
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 Business Valuation Expert. Today 's guest is 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. Topics covered:-How do you file for divorce in New York, and is an attorney required?-How is alimony typically calculated in New York?-Does New York tend to award significant amounts in alimony?-Are there specific calculators used for determining alimony in New York?-What is the standard method for calculating child support in New York?-In the case of a high net worth divorce with a business, what type of financial -disclosure is required to be filed with the court?-How do you handle a business in New York if it is claimed as separate property?-What are some common issues that business owners getting a divorce face in New York?-Are pensions, profit-sharing, stocks, and options typically valued in divorce proceedings?Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Lisa Zeidermanhttps://www.linkedin.com/in/lisazeiderman/www.lisazeiderman.comdivorce,divorce mediation,divorce mediator,financial mediation,business valuation,business valuation near me,business evaluation near me,business evaluator,business evaluator near me,divorce attorney new york,divorce lawyer new york,business owner divorce,business divorce,business valuation expert,business valuation expert near me,divorce financial expert,divorce financial expert near me,business evaluation expert near me,business evaluation expertSupport the show
Current Issues for Business Owners Going Through Divorce in Georgia
Oct 3 2024
Current Issues for Business Owners Going Through Divorce in Georgia
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 Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Missouri. Topics Discussed:Why should business owners consider having a prenup or a postnup?How can a prenup or postnup protect a business during a divorce?Postnups and who are they best suited for?Are you seeing an increase in premartial agreements in any demographic or age population?How can you prevent the prenup from being contested in court?http://www.ValuationPodcast.com  http://www.BridgeValuation.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Robert D. Boyd3330 Cumberland Boulevard100 City View, Suite 999Atlanta, Georgia 30339(678) 589-7010 Direct(770) 953-4300  Telephone(770) 953-4700  Facsimilewww.bcntrlaw.comvaluation mediation,valuation podcast,valuation expert,evaluation expert,evaluation expert near me,valuation expert near me,valuation expert missouri,evaluation expert missouri,premarital agreements,post nuptial agreement,prenup attorney,prenup lawyer georgia,prenup attorney georgia,prenup attorney atlanta,divorce attorney georgia,divorce attorney atlanta,prenuptial agreement attorney,prenuptial agreement lawyerSupport the show
How to Clean Up Your Financial Situation to Sell Your Company
Sep 19 2024
How to Clean Up Your Financial Situation to Sell Your Company
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. Welcome, Nolan. 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. Topics Discussed:What are the first steps a business should take to clean up its financial situation before a sale?What common financial issues can hinder the sale of a business?What is the significance of cash flow and debt for a company preparing to sell?What is a working capital adjustment?What role can a financial concierge play in helping a business improve its financial health?Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Nolan BradburyFounder, Bradfield Accounting & Advisoryhttps://www.linkedin.com/in/nolan-bradbury/www.bradfieldco.combusiness valuation,business valuation near me,business evaluation,business evaluator near me,business evaluation missouri,business valuator missouri,business valuator st louis,exit planning missouri,business growth disruptions,valuation podcast,valuation expert,valuation near me,financial concierge,working capital adjustment,financial health,certified public accountant seattle,cpa seattle,cash flow managementSupport the show
Make More and Work Less: Outsourcing for Growth
Sep 6 2024
Make More and Work Less: Outsourcing for Growth
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 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. Welcome, Ben. Hi, welcome to valuation podcast.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 located in St. Louis, Missouri. Questions discussed:What current challenges are you seeing in the valuation industry?What solutions do you recommend for these challenges?What are some common misconceptions about outsourcing?Why do outsourcing partnerships often fail?How do you address the ethical concerns about surrounding outsourcing?How has outsourcing improved your business operations?Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Ben Towne, CPA/ABV/CFFTowne Advisory Services Corp.(408) 800-2169www.towneadvisory.comhttps://www.linkedin.com/in/ben-towne-advisorySupport the show
Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place
Sep 3 2024
Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place
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. Topics discussed:What are the major disruptions businesses are facing in 2024?How can businesses integrate AI into their operations?What are they key generational differences that impact workplace dynamics?What is the current state of non-competes?What strategies are effective in maintaining growth during disruptions?How can companies adapt their leadership styles to better navigate these modern disruptions?Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Chris Papin, CPAhttps://www.papincpa.com/https://www.linkedin.com/company/papincpapllc/405-531-9119Support the show
Deal Makers and Deal Breakers
Aug 8 2024
Deal Makers and Deal Breakers
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 business and valuation. My name is Melissa Gragg, and I'm a financial mediator and business valuation expert in St. Louis, Missouri. Meet Alex Prasad: a dynamic entrepreneur and seasoned businessattorney with a decade of expertise in early-stage company and M&Alaw. With a unique blend of legal acumen and operational experience,Alex champions a human-centric approach to negotiations, emphasizingefficiency and results. Beyond his legal practice, he holds a senior positionat a sports technology startup, contributing to strategic decision-making.A graduate of the University of Notre Dame Law School and the Universityof Michigan, Alex is dedicated to empowering early-stage companies andachieving optimal business outcomes.Melissa Gragg CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Alex Prasadaprasad@aegislaw.comhttps://aegislaw.com/people/alex-prasad/(865) 210-8655Support the show
Current Trends and Expert Insights in the Dental Practice Market
Apr 24 2024
Current Trends and Expert Insights in the Dental Practice Market
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.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. Questions discussed:-What is currently happening in the dental practice market?-What trends are you seeing as dentists sell their practices?-Who are some of the buyers of dental practices?-What is a DSO and how is this structure connected to private equity?-What are buyers looking for when they are rolling up practices?-What value drivers in a dental practice will get the highest dollar in an exit?-How have DSOs changed the dental practice market?-What does the dental landscape look like for new graduates?Melissa Gragg  CVA, MAFF Expert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163Maria Melonemaria@caberhill.comhttps://caberhill.com/team/maria-g-melone/linkedin.com/in/mgmcpacva/Support the show
A Fractional CFO’s Role in Business Growth and Exit Strategies
Apr 12 2024
A Fractional CFO’s Role in Business Growth and 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. 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 in St. Louis, Missouri.Questions discussed:What is a Fractional CFO?How can a Fractional CFO assist business owners?How can a Fractional CFO play a strategic role in helping a company achieve its growth goals?How does a Fractional CFO add value in terms of increasing a business's overall value?How can a Fractional CFO help business owners put themselves in the best financial position for a future exit?What are some key factors business owners should consider when deciding to hire a Fractional CFO?Melissa Gragg, CVA, MAFFExpert testimony for financial and valuation issues Bridge Valuation Partners, LLC melissa@bridgevaluation.com http://www.BridgeValuation.com http://www.ValuationPodcast.com http://www.MediatorPodcast.com https://www.valuationmediation.com Cell: (314) 541-8163 Alina Rivera, CPA, CVA, CFE, MAFF, CEPA, CGMACEO of Advising Puerto RicoAlina@Advising.Globalhttps://advising.globalSupport the show
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025
Mar 27 2024
Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025
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 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.1. What is the TCJA and what are the major provisions of the Act that are set to expire in 2025?2. What is included in a taxable estate?3. Why is the sunset especially important to business owners?4. Can business owners with a long runway until retirement ignore the impact of the sunset?5. Can business owners rely on quoted market multiples in their industry to understand the value of their company?6. What is the tax impact for a business owner upon death that has not done any estate or succession planning?7. How can a business owner transition their business out of their estate?8. Is having a valuation performed necessary or beneficial for the transition of the business?9. Are there any other provisions poised to sunset that impact business owners? Melissa Gragg CVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163  Amber WidenerSeidel Schroederawidener@ssccpa.com979.251.6721https://www.linkedin.com/in/amber-widener/Support the show
Selling Strategically: Unleashing Maximum Value in your Business Exit
Feb 21 2024
Selling Strategically: Unleashing Maximum Value in your Business Exit
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, a leading investment banking and valuation firm serving the lower middle market, specifically companies with an enterprise value of $20-$75 million. Hamlet leads the transaction execution of the investment banking practice, and concurrently operates as the head of the business valuation practice. Questions discussed:1. What key elements should business owners consider when strategically planning their exit for maximum value?2. How far in advance should one start planning for a business exit?3. How important is market analysis in determining the optimal time to sell a business?4. What strategies can business owners employ to enhance the value of their business before putting it on the market?5. Are there specific areas or aspects of a business that buyers typically find most valuable?Melissa Gragg CVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163  Channing Hamletwww.objectivecp.comhttps://www.linkedin.com/in/channinghamlet/channing.hamlet@objectiveibv.comSupport the show
The Intricacies of Intellectual Property in Business Valuation
Feb 13 2024
The Intricacies of Intellectual Property in Business Valuation
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 decades of expertise, Mr. Koeppel has encountered a diverse array of industries, with a primary emphasis on technology, manufacturing, and service sectors. In 2012, Lakelet Advisory Group LLC was founded to concentrate on organizations undergoing turnaround situations. 1. What makes Intellectual Property so complex and unique compared to other types of Business Valuation?2. Intellectual Property (especially patents) are typically tied to a person. How do you quantify the market value or future income on something like this?3. Intellectual Property valuations are very similar to startups. How? 4. Given the complexity of IP in terms of regulatory authorities in the law, how might you mitigate ensuring that the intellectual property is valid from that perspective? 5. How do you address international patents?Melissa Gragg CVA, MAFFExpert testimony for financial and valuation issues  Bridge Valuation Partners, LLC  melissa@bridgevaluation.com  http://www.BridgeValuation.com  http://www.ValuationPodcast.com  http://www.MediatorPodcast.com  https://www.valuationmediation.com  Cell: (314) 541-8163  Michael Koeppel https://www.lakeletag.com/Cell: 716-984-5303Email: MKoeppel@LakeletAG.comhttps://www.linkedin.com/in/michaelkoeppel/Support the show