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.

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  provide online divorce mediation and valuation services in St. Louis Missouri.

We are speaking with T.H. Irwin and Jessica Klingbaum, the “exEXPERTS”, about advice and resources for divorcing couples. They are divorce mentors and their mission is to educate, empower and support people to make the best decisions for their outcomes.

Welcome TH and Jessica!

The Current Housing Market and Divorce with Melissa Rubenstein http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

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 provide online divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss the current housing market and divorce with Melissa Rubenstein – a former real estate attorney and realtor in New York and New Jersey.

1. Tell us about the current housing market.

2. What are the main steps when selling a house (specifically during a divorce)?

3. What advice would you give to a divorcing couple who is selling their house?

4. What is the process for one spouse remaining in the house when the other moves out?

5. What are some current trends for taking out a mortgage? Is the process getting easier or harder?

6. Do you have a checklist clients can go through to prepare them for the selling process?

Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163

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 provide online divorce mediation and valuation services in St. Louis Missouri.

Today we are going to discuss specialty tax services and tax credits for business owners with Randy Crabtree. He’s a CPA in Schaumburg, Illinois. He’s also co-founder and partner of Tri-Merit Specialty Tax Professionals and a fellow podcaster. He has 30 years of public accounting and tax consulting experience. He’s an author, lecturer, and podcast host of “The Unique CPA” podcast. Also, something that Randy may not toot his own horn about is that he was also listed in the “Ones To Watch” section of Accounting Today’s 2021 “Top 100 Most Influential People in Accounting.”

Thank you, Randy!

1. What are tax credits and are they different than tax deductions?

2. What is the difference between temporary tax credits and permanent credits in the IRS tax code?

3. What is the Employee Retention Tax Credit in the 2020 Cares Act?

4. Employee Retention Tax Credit 2021

5. What is a research and development tax credit?

6. Are there any other important tax credits?

7. Tell us more about you and your firm!

Today we will discuss Divorce Finances: Tracing Marital Assets and Separate Property with Beth Garrett & Bob Boyd.

Bob Boyd is a family law attorney in Atlanta Georgia and co-founder of Boyd Collar Nolen Tuggle & Roddenbery. Bob is a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Beth Garrett is a lawyer and accountant in Atlanta Georgia – she is also a Partner in the Divorce Litigation Support Practice at Frazier & Deeter, primarily assisting high net-worth individuals and corporate executives with divorce, tax and accounting issues. She helps through mediation and works with divorce lawyers through all financial aspects of litigation and child support matters.

Welcome Beth &Bob!

1. Let’s first define the difference between separate and marital property in a divorce? How could someone have a claim of separate property?

2. What is the difference between community property states and equitable distribution states for divorce purposes?

3. What is involved in tracing assets and why does marital contribution matter?

4. Why is the “source of funds” rule important in a tracing analysis and does it matter how the property is titled?

Today we will discuss Changes in the IRS Business Valuation Community with a former IRS auditor Mike Gregory. Mike is a mediator in Minneapolis, Minnesota, author of 12 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.

Today we will discuss Insight into Dental Market Transactions - with Maria Melone. Maria is a leading M&A advisor to the dental industry and investment banker in Chicago Illinois, with a mission to help both individual dentists and dental groups navigate the complex landscape of dental-practice transactions. Maria is a managing director at Caber Hill Advisors.

Today we will discuss how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company in Westlake, Ohio.

Today we will discuss Turning Disrupted Leaders into a Disruptive Force with Michael Teape. Since 1994, Mike has been conducting business and personal effectiveness design and delivery training, coaching, train-the-trainer, and training strategy development for a wide spectrum of clients. He works for global corporations, leading training firms, and universities as well as small and middle market businesses. Michael is located in New York, New York.

Today we will discuss Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.

Today we will discuss The Unimpeachable Rebuttal with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.