Founder's Guide Post

Why The Valuation Process Is So Important Before Selling Your Business with Lynton Kotzin


Listen Later

On today's show I have business valuation expert, Lynton Kotzin of JS Held. We talk about the intricacies of determining a company's worth, emphasizing a multi-faceted approach that considers economic trends, company specifics, and three primary valuation methods: asset, market, and income approaches.

Lynton highlights the distinction between financial and strategic buyers, noting that the latter may offer a premium due to envisioned post-acquisition synergies. He advises business owners to enhance value by maintaining clean financial statements, establishing management depth, and diversifying their customer base.

Sellers are urged to understand their company's real value and not rush sales, considering engaging brokers or investment bankers to optimize sale outcomes.

In this episode you'll understand that proactive asset management and expert valuation are vital for estate planning, especially in light of changing estate tax thresholds. In transactions, due diligence is paramount, and sellers should seek specialized professionals to ensure deals are legally sound, tax-efficient, and reflective of the company's true value.

What You'll Learn:

  1. Why the valuation process is so important.

  2. The team of Advisors you must have on your side.

  3. The approaches to a business valuation.

LOVED this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/founders-guide-post/id1648393214

Links & Resources:

Call Lynton! 602 544 3552

[email protected]

jsheld.com

Preserve Your American Success Story! https://www.axiomcorp.com/

Find Armando on LinkedIn

About Lynton:

Lynton has also performed extensive industry and financial analysis and developed valuation models across a broad spectrum of industries. In addition, he has valued intangible assets for purchase price allocation and licensing transactions.

His diverse industry experience includes manufacturing, retail, wholesale, service companies, healthcare, professional practices, and real estate.

Prior to joining J.S. Held with the acquisition of Kotzin Valuation Partners, he was a Director in the Corporate Value Consulting Group of a Big 4 consulting firm.

Lynton has been a guest speaker for the State Bar of Arizona and made numerous presentations and written several articles on business valuation and related topics. He has provided expert testimony in deposition and trial and been admitted as an expert in the field of business valuation, forensic accounting, and economic damages calculation.

...more
View all episodesView all episodes
Download on the App Store

Founder's Guide PostBy Armando Roman