I have the privilege of interviewing Greg Caruso, a business broker in Maryland, New Jersey and New York. He knows how to sell a business, he helps business owners with financial planning and has recently written a book – “The Art of Business Valuation” – published by Wiley & Sons.

Today I have the privilege to interview Baria Jaroudi, an accountant and valuation expert in Houston, Texas. We are going to discuss US Tax Court Cases & Valuation Issues in a few recent cases: Estate of Jones v. Commissioner and Pierson Grieve v. Commissioner, as well as Kress v. United States.

I have the pleasure of interviewing Alina Rivera, a CPA, forensic accountant and valuation expert in Puerto Rico. We are going to discuss an important topic for all business owners today - cash flow - cash flow management, operating cash flow, what does cash flow have to do with business valuations and more.

I have the privilege of interviewing Ben Allen of Allen Forensics today. He is a forensic investigator and certified fraud examiner in Dallas, Texas and we will be discussing Third-Party Fraud and tips on how to “prevent identity fraud” in this podcast.

During this episode we will discuss employee stock ownership plans or ESOP plans as an alternative to selling your business with Melissa Beezhack Bizyak. She is an ESOP valuation expert in Pittsburgh, Pennsylvania.

During this episode we will discuss Collaboration & Exit Planning for Baby Boomers & Financial Planners with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

During this episode we will discuss Tax Considerations in Private M&A Transactions. We have the privilege to discuss these issues with a tax accountant and fellow business valuation expert in Franklin and Nashville Tennessee – Brad Smith.

During this episode we will discuss many questions about divorce court and valuation with T. J. Liles-Tims, a fellow testifying expert witness and valuation expert in Oklahoma City. Many people ask questions about divorce planning or how to get a divorce when you own a business. So let’s say a person has decided to get divorced and they have a business, but they want to plan ahead and know what to expect…

During this episode I will discuss Valuation Issues to Know Prior to Filing for Divorce. There is a handful of questions that business owners typically ask when they are contemplating divorce and they may not have filed. They may not have even discussed it with their spouse. And I want to give you a little bit of information so that you can be prepared if you decide to move forward with this process. So one of the biggest questions we have is how should I run my business? If I'm getting divorced, can I take on more debt?

During this episode we will discuss Litigation and Arbitration: Post-Acquisition Disputes from a CPA and accounting expert. We have the privilege to discuss these issues with Scott Stringer, a fellow testifying expert and arbitrator in Naples Florida.

During this episode we will discuss what happens in an IRS Tax Audit, tips on how to avoid an IRS audit and what to do if you are audited. We have the privilege to discuss these issues with a former IRS auditor Mike Gregory, he is a mediator in Minneapolis Minnesota, author of 11 books regarding various valuation topics and creator of the collaboration effect ®. He is a frequent speaker at estate planning council events and uses mediation techniques to deescalate situations.

During this episode we will discuss the current M&A landscape, business valuations as one of the steps when getting prepared and how to sell your business with Greg Caruso a JD or attorney, CPA and business broker who lives in New Jersey right outside of New York City and works in Maryland and all over the mid-atlantic.

During this episode we will discuss bankruptcy questions with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.

Once again, the PPP loan program has undergone changes that will affect how full forgiveness is achieved. This time there is some good news! On June 5th, the Paycheck Protection Program Flexibility Act was signed into law that added some additional key provisions to help business owners meet the forgiveness requirements more easily.

Melissa Gragg and Joshua Lefcowitz discuss Estate Planning – Federal Gift Tax Valuations. Joshua is a partner at Cohen and Company and is a valuation expert in Pittsburgh, Pennsylvania. 

Melissa Gragg, a company valuation expert in St. Louis, Missouri and Chris Johnson, an economist in Houston Texas, with Economic Analytics Consulting, discuss Covid-19 Business Interruption Insurance Claims.

During this episode we speak with Mark Nicholas, a CPA and forensic accountant with a 28 person accounting firm in St. Louis as well as Bloomington and Decatur, Illinois. Melissa Gragg, business valuation expert and host of ValuationPodcast.com, discusses the Paycheck Protection Program or PPP Loans and the Economic Injury Disaster Loan Program or EIDL and the forgiveness process of these loans.

Mergers and Acquisitions or M&A During the Pandemic or Covid-19 – Jennifer Smith, Murphy Business Broker in Cape Girardeau Missouri - Melissa Gragg, business valuation expert, discusses the status of transactions during a pandemic or economic crisis.

Cares Act and SBA Loan Payments - As part of the Cares Act passed on 3/27/2020, borrowers of SBA acquisition loans closed/or funded by 9/27/2020 will have six months of their loan payments (principal and interest) made by the US government.