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.

In this episode, we're speak 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. In this episode, we talk about hiring for impact, parallel leadership, and hiring to delegate tasks.

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.