Changes in the IRS Business Valuation Community

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  
melissa@bridgevaluation.com  
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/
channing.hamlet@objectiveibv.com

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  
melissa@bridgevaluation.com  
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: MKoeppel@LakeletAG.com
https://www.linkedin.com/in/michaelkoeppel/

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.

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. 

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  
melissa@bridgevaluation.com  
http://www.BridgeValuation.com  
http://www.ValuationPodcast.com  
http://www.MediatorPodcast.com  
https://www.valuationmediation.com  
Cell: (314) 541-8163

Zeal Karwa
Email: zeal@venturebuddy.io
Mobile/WhatsApp: +91 95450 49966
LinkedIn: https://www.linkedin.com/in/zealkarwa/
Website: www.venturebuddy.io

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.

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're discussing how "AI won't take your job, but this might", and I'm with here with Jesse Rubenfeld and Tom Zehentner with FinOptimal. It's an accounting automation software company based in Houston, Texas. Jesse actually founded it to help accountants work faster and smarter, and it's a lot of based on outsourced accounting services or automation. Tom is a CPA and former auditor whose passion for this automation and business actually led him to FinOptimal, and he operates out of Brooklyn, New York. 

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 ESOP and employee-led buyouts insights from a private equity perspective 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. In 2001, he founded eCapital Financing, which specializes in assisting startups and challenged entities to obtain financing. Today, the firm works with a host of companies in both the Los Angeles and Western New York regions, while eCapital Financing currently focuses on investing in startup companies and projects, Lakelet Advisory Group LLC was funded and founded in 2012 to focus on challenged organizations in turnaround situations. 

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 talking about divorce and refinancing a mortgage, and I have the privilege of speaking with Emile Flowers. She's a Certified Divorce Lending Professional and Mortgage Loan Originator located in Glen Carbon, Illinois, but services clients around the country. Welcome, Emile!

1. Divorce and Mortgaging a House: One Working Spouse and One Stay-Home Spouse with Emile Flowers
2. What is a Certified Divorce Lending Professional?
3. What type of analyses are you doing with the client to determine their eligibility?
4. How does divorce mortgage planning benefit the couple?
5. What is "qualifying income?"
6. Why is the verbiage for the divorce settlement agreement important?
7. What is important to know about refinancing a mortgage in a divorce?
8. What can clients do now to get prepared to meet with Emile Flowers?
9. How do you charge for your services?
10. About Emile Flowers, Certified Divorce Lending Professional and Mortgage Loan Originator

Emile Flowers​​​​, CDLP® \ Mortgage Loan Originator
USA Mortgage
eflowers@usa-mortgage.com
+1 618-530-2444
3 Country Club Executive Park, Ste 100
Glen Carbon, IL 62034
NMLS: 1256327
Company NMLS: 227262. Not a commitment to lend. Additional terms and conditions apply. DAS Acquisition Company, LLC is not affiliated with or endorsed by any government entity or agency, including USDA, HUD or VA. Headquarters: 12140 Woodcrest Executive Drive, Suite 150, St. Louis, Missouri 63141, Toll Free: (888) 250-6522. For complete licensing information visit http://www.nmlsconsumeraccess.org. USA Mortgage does not provide tax, legal or accounting advice or services. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on or used as a substitute for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.