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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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, 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  

Channing Hamlet
www.objectivecp.com
https://www.linkedin.com/in/channinghamlet/
[email protected]

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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 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, 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  

Michael Koeppel 
https://www.lakeletag.com/
Cell: 716-984-5303
Email: [email protected]
https://www.linkedin.com/in/michaelkoeppel/

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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 financial mediator and business valuation expert in St. Louis, Missouri.  

Today, 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, and selling businesses is his expertise. 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 discussing what your business is worth, how to sell a company, and how to buy businesses.

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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 in St. Louis Missouri. 

Today we are discussing 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. 

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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 financial mediator and business valuation expert in St. Louis, Missouri. 

Today 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. 

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

Zeal Karwa
Email: [email protected]
Mobile/WhatsApp: +91 95450 49966
LinkedIn: https://www.linkedin.com/in/zealkarwa/
Website: www.venturebuddy.io

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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 mediator and business valuation expert in St. Louis, Missouri. Today, we are discussing 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 ESOPs.

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