A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
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A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
Defining the “Value Relativity” in the transactional world
Strategic Planning for Business Owners
26 minutes 13 seconds
2 years ago
Defining the “Value Relativity” in the transactional world
In this episode, Steven Young, Senior Vice President at UBS Wealth Management, and Chris Blees, CPA/ABV, CM&AA at BiggsKofford CPAs, talk about business valuations with key factors that maximize value. Valuations are an important topic in transitioning a company as it is the center of any deal. There may be other reasons why a valuation would be needed such as a life changing event. The valuation experts are purposed with giving an opinion of value that is used for a theoretical purpose. However, a valuation used for real buyers in the marketplace may vary and can dictate different outcomes depending on the buyer’s motives. Even with looking at the same data, variations and range can be quite substantial. Every business owner should understand the value and the metrics of their company. This episode also reveals factors that can add to or detract from the perceptions of value differently for owners vs. buyer when it comes time to sell.
Strategic Planning for Business Owners
A series of relevant and timely topics of interest for owners of closely-held businesses. Listen to learn more about retirement and exit planning, understanding and increasing the valuation of your business, exploring M&A opportunities, integrating personal financial planning with business strategies, increasing the readiness vs. attractiveness of your business, strategically investing net proceeds from your sale, de-risking your business and protecting its value, life after exit, and much more.
