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  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Ben Towne, CPA/ABV/CFF
Towne Advisory Services Corp.
(408) 800-2169
www.towneadvisory.com
https://www.linkedin.com/in/ben-towne-advisory

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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  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Chris Papin, CPA
https://www.papincpa.com/
https://www.linkedin.com/company/papincpapllc/
405-531-9119

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In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value 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.

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. 

Melissa Gragg CVA, MAFF 
Expert testimony for financial and valuation issues  
Bridge Valuation Partners, LLC  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Rick Watson
https://www.NRNAmerica.com
https://www.protectionpointadvisors.com
https://www.linkedin.com/company/72002560
https://www.linkedin.com/in/rickwatsonppa/
https://www.facebook.com/richard.watson.92351

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In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time.

My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St. Louis, Missouri. In this episode, we are with Tejal Shah. Tejal is in Houston, Texas and the Founder & Managing Principal at Congruent Advisory Services, LLC.

Melissa Gragg CVA, MAFF 
Expert testimony for financial and valuation issues  
Bridge Valuation Partners, LLC  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Tejal Shah
Founder & Managing Principal at Congruent Advisory Services LLC 
Email: [email protected]
Web: www.congruentadvisory.com

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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 business
attorney with a decade of expertise in early-stage company and M&A
law. With a unique blend of legal acumen and operational experience,
Alex champions a human-centric approach to negotiations, emphasizing
efficiency and results. Beyond his legal practice, he holds a senior position
at a sports technology startup, contributing to strategic decision-making.
A graduate of the University of Notre Dame Law School and the University
of Michigan, Alex is dedicated to empowering early-stage companies and
achieving optimal business outcomes.

Melissa Gragg CVA, MAFF 
Expert testimony for financial and valuation issues  
Bridge Valuation Partners, LLC  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Alex Prasad
[email protected]
https://aegislaw.com/people/alex-prasad/
(865) 210-8655

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In this episode, we're going to be talking 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. Today we're going to talk about Hiring for Impact and Parallel Leadership.

Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadership-part-1.mp3?download=true

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 a Business Valuation Expert in St. Louis, Missouri. 


Melissa Gragg CVA, MAFF 
Expert testimony for financial and valuation issues  
Bridge Valuation Partners, LLC  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Jose Berlanga
www.joseberlanga.com
www.onyxtx.com
www.linkedin.com/in/jose-berlanga-900a9518
"The Business of Home Building"

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In this episode, we're going to be talking 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. Today we're going to talk about Hiring for Impact and Parallel Leadership.

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 a Business Valuation Expert in St. Louis, Missouri. 

Questions discussed in Part 1:
-What impact do employees play in running a successful business?
-What defines a "leader" in today’s work environment?
-Why is it more important for organizations to focus on hiring leaders rather than just employees?
-How can hiring managers identify these qualities in potential employees?

Melissa Gragg CVA, MAFF 
Expert testimony for financial and valuation issues  
Bridge Valuation Partners, LLC  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Jose Berlanga
www.joseberlanga.com
www.onyxtx.com
www.linkedin.com/in/jose-berlanga-900a9518
"The Business of Home Building"

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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  
[email protected]  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Maria Melone
[email protected]
https://caberhill.com/team/maria-g-melone/
linkedin.com/in/mgmcpacva/

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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, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
[email protected] 
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, CGMA
CEO of Advising Puerto Rico
[email protected]
https://advising.global

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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, MAFF
Expert testimony for financial and valuation issues 
Bridge Valuation Partners, LLC 
[email protected] 
http://www.BridgeValuation.com 
http://www.ValuationPodcast.com 
http://www.MediatorPodcast.com 
https://www.valuationmediation.com 
Cell: (314) 541-8163 

Amber Widener
Seidel Schroeder
[email protected]
979.251.6721
https://www.linkedin.com/in/amber-widener/

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