ValuationPodcast.com - A podcast about all things Business + Valuation.

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 provide online divorce mediation and valuation services in St. Louis Missouri. 

Today we will discuss Turning Disrupted Leaders into a Disruptive Force with Michael Teape.

Since 1994, Mike has been conducting business and personal effectiveness design and delivery training, coaching, train-the-trainer, and training strategy development for a wide spectrum of clients. He works for global corporations, leading training firms, and universities as well as small and middle market businesses. Michael is located in New York, New York.

Welcome Michael! 

1.  What is disruptive in the world of business right now?
2. How do leaders get disrupted? 
3. What deadly sins of a disrupted mindset should we avoid?
4. What is the SCARF model (by David Rock, 2008, The Neuro Leadership Institute) and how can it help leaders become adaptable and calm?
5. What quick tips do you have for leaders to make their conversations with others more forward focused, adaptive calm and therefore ready to begin the work of disruption? 
6. What behaviors should leaders strive for in-order to be the disruptor instead of the disrupted?
7. How do they turn these behaviors into long lasting approaches to driving their businesses forward? 
8. Tell us more about you and your firm!

Melissa Gragg
CVA, MAFF, CDFA
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 Teape
Owner & Lead Training Consultant
Teape Training International
info@teapetraining.com
(347) 346-1746
https://www.teapetraininginternational.com
https://twitter.com/teapetraining?lang=en
https://www.linkedin.com/in/teapetraining/
https://www.facebook.com/teapetraining

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 provide online divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss Cryptocurrency and Divorce with Carolina Martinez. Carolina is a Certified Fraud Examiner, Certified Cryptocurrency Investigator, and a cryptocurrency accountant in Miami. She has over 16 years of experience in the accounting field, and has worked in different industries, such as hospitality, education, telecommunications, public accounting, aviation, real estate, and cryptocurrency. She is an advocate for Human Rights, and is very passionate about defending and protecting the most vulnerable.

Welcome Carolina!!

1. What is cryptocurrency?
2. How can investing in cryptocurrency affect my tax liability?
3. How can we prevent cryptocurrency fraud?
4. How can one know that your spouse has cryptocurrency assets?  
5. If there is a divorce in process, how can one prove that the other spouse is hiding money in cryptocurrency?
6.  How are crypto transactions tracked?
7. Tell us more about you and your firm!

Melissa Gragg
CVA, MAFF, CDFA
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

Carolina Martinez, CFE, CCI
CEO
Be Pro Accounting, LLC
754-300-9722
carolina@beproaccounting.com
www.beproaccounting.com
https://www.linkedin.com/in/carolinamartinezc/

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 provide online divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss The Unimpeachable Rebuttal with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.

Welcome C. Zachary Meyers!! 

1. Let’s start with the basics. What is a rebuttal regarding a valuation expert in a litigation setting?
2. What makes a rebuttal unimpeachable?
3. What rebuttal technique do you see as the biggest red flag?
4. Why might a valuation expert use a rebuttal technique that may potentially backfire?
5. What stands out in a neutral valuation report compared to a report created outside of professional standards?
6. When reviewing a valuation report before litigation, how can an expert triple check the neutrality of their work?
7. Why is it important for a valuation expert to remain neutral? Why do some experts not practice neutrality in their work?
8. Is there a way for clients to check the neutrality of their experts work?
9. What does it mean to trust a valuation expert’s professional opinion? Why may one expert’s opinion differ from another?
10. What is your biggest piece of advice for experts who are just starting out in the valuation profession?
11. Tell us more about your practice! 

Melissa Gragg
CVA, MAFF, CDFA
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 

C. Zachary Meyers
CPA, CVA
Phone: (304) 690-2619
Email: czmcpacva@CZMeyers.com
Website: CZacharyMeyersPLLC.com
LinkedIn: CZacharyMeyersCPACVA
Twitter: @CZacharyMeyers
To read the article, visit http://quickreadbuzz.com/2021/03/10/business-valuation-litigation-zach-meyers-an-unimpeachable-treatise/ 

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 provide online divorce mediation and valuation services based in St. Louis Missouri.

Today we will discuss Marital Balance Sheet: Trusts and Divorce with Robert - Bob Boyd and Letitia A. McDonald from Atlanta, Georgia.

Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases. 

Tish McDonald is a partner in the Trial and Global Practice Group at King & Spalding. She focuses on complex commercial litigation, with an emphasis in fiduciary litigation, trust and estate litigation, litigation involving non-profits, real estate litigation, and litigation involving governmental entities.

Welcome!

1.  Where do you typically see overlay of trusts and estates in family law?
2. What are some of the most common mistakes made with family trusts?
3. What important steps should take in order to properly protect their estate?
4. What are the differences between estates and trusts in high asset couples?
5. How are estates and trusts typically dealt with in divorce litigation?
6.  If a couple is preparing to divorce, what should be done to protect their assets?
7. Do you have any unique stories regarding high asset couples or family estates and trusts?
8. Tell us more about the services you provide!

Melissa Gragg
CVA, MAFF, CDFA
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 

Robert D. Boyd
Phone: (770) 953-4300
Fax: 770.953.4700
Email: bboyd@bcntrlaw.com
https://www.bcntrlaw.com

Letitia A. McDonald (Tish)
Partner | Trial and Global Disputes
Atlanta: +1 404 572 3545
Mobile: +1-404-822-8860
tmcdonald@kslaw.com
https://www.kslaw.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 provide divorce mediation and valuation services in St. Louis Missouri.

 Today we will discuss Environmental, Social and Governance (“ESG”) Policies and Valuation with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.

Mark is also chairman of the standards review board for the International Valuation Standards Council. He was the primary author of the education program of the AICPA and the Royal Institute of Chartered Surveyors for the Certified in Entity and Intangible Asset (CEIV) credential, certifying valuation professionals in valuation for financial reporting purposes.

Welcome Mark!

1. There is a growing emphasis with Environmental, Social and Governance ( “ESG”) policies in investing. How do you see these trends impacting the business valuation profession?
2. What specifically is ESG?
3. What are some examples of ESG policies in businesses?
4. How do ESG corporate policies impact valuations?
5. How does one measure the impact of ESG on valuation?
6. What are the challenges of measuring the impact of ESG policies on value?
7. Which assets in particular may be impacted directly by ESG corporate policies?
8. What is the valuation profession doing to assist with these issues?

Melissa Gragg
CVA, MAFF, CDFA
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 
 

Mark Zyla
CPA, ABV, CFF, CFA, ASA
mzyla@zylavaluationadvisors.com
(404) 806-0468
HTTPS://WWW.LINKEDIN.COM/IN/MARKZYLA

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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri. 

Today we will be discussing Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane.

Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. Josh is a forensic valuation expert and offers tax advice in the state of Florida.


Pat is a wealth advisor with nearly a decade of experience in helping clients coordinate their wealth management plans. Further, he is the General Counsel for Ullman Wealth Partners. He handles all legal issues for the firm and points clients in the right direction regarding any legal issues they may have. Pat is the Director of Divorce Advisory Group.  In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He ensures our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.



Welcome Josh and Patrick!

1. How have you seen divorce shift during the pandemic?
2. What are some interesting economic factors you have seen influence business valuations in divorce?
3. Have you seen supply chain issues affecting cost of goods sold or inventory in business valuations for divorce?
4. Should we be preparing for a correction in the market?
5. When one or both spouses are business owners, how does capital gains affect a divorce?
6. Typically, what is a financial neutrals role in a divorce case? Does the role change if the divorce is in mediation or litigation?

Melissa Gragg
CVA, MAFF, CDFA
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
Cell: (314) 541-8163

Josh Shilts
CPA/ABV/CFF/CGMA, CFE
www.ShiltsCPA.com
josh@shiltscpa.com
(844) 850-6166 x101

Patrick J. Kilbane
General Counsel & Wealth Advisor
Ullmann Wealth Partners
1540 The Greens Way │ Jacksonville Beach, FL 32250
P: 904.280.3700 │ F: 904.280.3785
ullmannwealthpartners.com
pkilbane@ullmannwealthpartners.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 provide mediation and valuation services, based in St. Louis Missouri. 
 
Today we will discuss M&A: Sports Franchise Valuations with Edwin Draughan. Edwin is a sports franchise valuation expert based in Los Angeles, CA, and has been a member of Park Lane since 2017. Park Lane is a boutique sports-focused investment bank founded in 2005. Edwin’s primary responsibility at Park Lane is to lead the firm’s efforts with sports franchise valuations and due diligence, which include client relations, market awareness, and deal sourcing & execution. 
 
He also plays an integral role in the firm’s Sports Franchise M&A advisory, early-stage capital raising, and traditional real estate divisions. 
 
Welcome Edwin! 
 

1. Why would someone engage us to provide a sports team valuation? 
2. How are sports teams different from other businesses when it comes to valuations?  
3. What is our typical process when valuing a sports team? 
4. How does your background play into valuing sports teams? 
5. What should people look for when deciding on a sports team valuation firm? 
6. Tell us more about you and Park Lane! 

 
 
Melissa Gragg
CVA, MAFF, CDFA
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

Edwin E. Draughan 
Vice President 
P A R K   L A N E 
562-889-0444 | mobile 
edraughan@prkln.com | email 
http://www.prkln.com | website

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 provide divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss Business Value Drivers with John Warilow. John is the founder of The Value Builder System™, a practice management software for business advisors. His best-selling book Built to Sell: Creating a Business That Can Thrive Without You was recognized by both Fortune and Inc. as one of the best business books and has been translated into 12 languages. Prior to founding The Value Builder System™, he started and exited four companies, including one acquired by a public company. He lives with his family in Toronto. You can follow John’s work by signing up at BuiltToSell.com.

John Warrillow is the founder of The Value Builder System™, host of Built To Sell Radio, and author of the bestselling books, Built to Sell: Creating a Business That Can Thrive Without You, The Automatic Customer: Creating a Subscription Business in Any Industry, and The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

John is the host of Built to Sell Radio, ranked by Forbes as one of the world’s 10 best podcasts for business owners. In 2015, John wrote another best-selling book, The Automatic Customer: Creating a Subscription Business in Any Industry. John completes the trilogy with his latest book, The Art of Selling Your Business: Winning Strategies & Secret Hacks for Exiting on Top.

Welcome John!

1. What drives value in a business?
2. What are some examples of value drivers?
3. What selling trends do you foresee with business owners who were hit hard during the COVID-19 pandemic? Post-pandemic?
4. How do owners let potential buyers know they are interested in selling without looking desperate?
5. When should owners tell their employees they are thinking of selling?
6. How can owners create a bidding war for their company?

Melissa Gragg
CVA, MAFF, CDFA
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 

John Warrillow
The Value Builder System, President
Built to Sell Inc.
1 Yonge Street, Suite 1801, Toronto, ON Canada M5E 1W7
 John@BuiltToSell.com
ValueBuilder.com
BuiltToSell.com
Twitter @JohnWarrillow
LinkedIn @JohnWarrillow
Facebook @BuiltToSell
Instagram @BuiltToSellRadio
https://BuiltToSell.com/Valuation
For media inquiries, please contact Belinda.bartlett@valuebuilder.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 provide divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss Valuations for Financial Reporting with Mark Zyla. Mark is valuation expert in Georgia, the managing director of Zyla Valuation Advisors, an Atlanta valuation and litigation consulting firm.

Mark is also chairman of the standards review board for the International Valuation Standards Council. He was the primary author of the education program of the AICPA and the Royal Institute of Chartered Surveyors for the Certified in Entity and Intangible Asset (CEIV) credential, certifying valuation professionals in valuation for financial reporting purposes.

Welcome Mark!

1. Why would a company need a valuation for financial reporting?
2. Why is the concept “Fair Value” important and what does it mean?
3. What are some examples of intangible assets and how do you value them in the context of financial reporting?
4. Why would a start-up company need a valuation and how does a 409a valuation deal with compensation?
5. How can you proactively avoid litigation regarding the valuation for financial reporting?
6. How are valuations changing in the financial reporting arena?
7. Is it necessary to work with someone who has a CEIV credential?
8. What is the mandatory performance framework?
9. What is ESG or Environmental Social Governance?
10. How can someone work with you? Tell us about your firm.

Melissa Gragg
CVA, MAFF, CDFA
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 
 

Mark Zyla
CPA, ABV, CFF, CFA, ASA
mzyla@zylavaluationadvisors.com
(404) 806-0468
HTTPS://WWW.LINKEDIN.COM/IN/MARKZYLA

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 provide online divorce mediation and valuation services based in St. Louis Missouri. 

Today we will discuss Preserving a Family Business When the Owners Divorce with Robert - Bob Boyd, a divorce lawyer in Atlanta. Bob is a co-founder of Boyd Collar Nolen Tuggle & Roddenbery and a leader in family law who has received recognition from his colleagues across Georgia and the nation for his work in high-net-worth divorce litigation and contested custody cases.

Welcome Bob!

1. Let’s talk about divorce and family businesses. When a couple owns a business together and is considering divorce, what are some of the key factors to consider? 
2. What are some of your first recommendations to the business owner on how to move forward in divorce?
3. What do you typically see happen when two people own a business together and get divorced in the state of Georgia?
4. Do you suggest a business valuation in all cases?
5. What if the business was a separate asset at the beginning of the marriage – how do you deal with separate property in Georgia?
6. What are some suggestions you may have for a business owner who wants to get “prepared” for divorce?
7. What happens if a business owner seeks to lower revenue for the business or increase expenses to make the value lower during the divorce process?  
8. Tell us more about your firm!

Melissa Gragg
CVA, MAFF, CDFA
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 

Robert D. Boyd
Phone: (770) 953-4300
Fax: 770.953.4700
Email: bboyd@bcntrlaw.com
https://www.bcntrlaw.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 provide online divorce mediation and valuation services in St. Louis Missouri. 

Today we will discuss Growing the Value of Your Business:  Business Owner & Value Growth Consultant Perspectives with Garth Tebay. Garth is a practicing Certified Public Accountant, Certified Valuation Analyst, Master Analyst in Financial Forensics and Certified in Mergers & Acquisition Analyst with over 46 years of experience. He is the founder and Managing Partner of Value Defined™, a business valuation and litigation support firm in Toledo, Ohio and an Affiliate Member of Business Growth Alliance, which provides value growth consulting and investment banking services to owners of medium-sized businesses. 

Welcome Garth! 

1. How does a business owner get started to increase the value of the business? 
2. Are there tools and a process that can identify the opportunities for improvements and track the progress? 
3. How much does this cost and how long does it take? 
4. Is there some changes a company can do that will generate immediate increase in value? 
5. What action can a business owner take to assure the tangible assets are protected and transferable? 
6. How does the business transfer ownership of an intangible asset? 

Melissa Gragg
CVA, MAFF, CDFA
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 

Garth M. Tebay
CPA, CVA, MAFF, CM&AA
5580 Monroe St. Ste 200
Sylvania, OH 43560
419-865-4478
567-833-8016 (Direct)
419-360-0144 (Cell)
garth.tebay@valuedefined.com
https://valuedefined.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 provide online divorce mediation and valuation services in St. Louis Missouri.

Today we will discuss Expert Witness Integrity & Neutrality in Litigation with C. Zachary Meyers, a CVA and CPA in Winfield, West Virginia. He has testified and been qualified as an expert in the Forensic Accounting, Taxation, Business Valuation, and Pension Valuation fields specific to Civil, Marital, and/or Criminal Litigation.

Welcome C. Zachary Meyers!!

1.  How much weight does a business valuation carry during times like this (pandemic)?
2. What is the responsibility of a valuation expert in a litigation setting?
3. Why is a business valuation expert considered a neutral in a litigation?
4. You wrote an article titled “An Unimpeachable Treatise.” Can you tell us about unimpeachable neutrality?
5. How does unimpeachable integrity, and objectivity play into the business valuation?
6. Do you think it is important for calculations to be written rather than presented verbally? 
7. What is the difference between a conclusion of value and a calculation of value?
8. Tell us more about you and your firm!

Melissa Gragg
CVA, MAFF, CDFA
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 

C. Zachary Meyers
CPA, CVA
Phone: (304) 690-2619
Email: czmcpacva@CZMeyers.com
Website: CZacharyMeyersPLLC.com
LinkedIn: CZacharyMeyersCPACVA
Twitter: @CZacharyMeyers

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 provide divorce mediation and valuation services in St. Louis Missouri.  

 Today we will discuss NACVA – 30 Years & Beyond with Brien Jones. Brien is a seasoned association executive located in Salt Lake City. He is the Chief Operations Officer and Executive Vice President 

National Association of Certified Valuators and Analysts. He is also part of the Global Association of Certified Valuators and Analysts, Consultants' Training Institute.  

Welcome Brien Jones!! 

1. Credentials vs training 
2. Trending areas of specialization 
3. Industry trends 
4. Engagement and practice resources 
5. Related industries 

Melissa Gragg
CVA, MAFF, CDFA
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 

Brien K. Jones
Chief Operations Officer and Executive Vice President
National Association of Certified Valuators and Analysts | www.NACVA.com
Global Association of Certified Valuators and Analysts | www.GlobalCVA.com
Consultants' Training Institute | www.theCTI.com
P: (801) 486-0600 | E: BrienJones@NACVA.com | LinkedIn 

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 provide divorce mediation and valuation services in St. Louis Missouri.  We discuss Passive Appreciation in Separate Property in Divorce: External Market Forces with Dr. Ashok Abbott, an associate professor of finance at West Virginia University and founder of Business Valuation, Inc.

Welcome Dr. Abbott!

1. What are market forces and how can we identify them? How does market forces relate to business valuations?  
2. How is population a factor of influencing consumption?  
3. How does personal income and population change consumption?  
4. What is inflation? What is the inflation myth?  
5. Does interest rates change consumption and if yes, how?  
6. What is the difference of short term and long term unemployment in regards to consumption?  What is consumer confidence or sentiment?  
7. What changes the index levels of income and employment and why?   

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163 

Dr. Ashok Abbott
PhD, Business Valuation LLC
2014 Glenmark Avenue Morgantown, West Virginia 26505 
P: (304) 692-5155
E: ashok.abbott@bizvalinc.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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri.  

Today we will be discuss Personal Tax Returns: Tips for Divorce Attorneys with Jason Soman, he is a valuation expert in Orlando FL. Jason specializes in advising lawyers, business owners, and high net worth individuals on issues related to business valuation and forensic accounting in the context of marital dissolution, shareholder/partner disputes, estate/gift tax matters, commercial litigation and for transaction purposes.  

Welcome Jason! 

1.  Why did you decide to write this article on personal tax returns for family lawyers? 
2.   Why are personal tax returns one of the first documents you review? Why not business tax returns? The tax return is a big document. Within the personal tax return, what are the first things you look for in there? 
3.   Why is it important for attorneys to be able to identify key financial issues early on in a divorce case? 
4.   What if the parties’ don’t report income on their tax returns? 
5.   You discuss differences a spouses’ income and cash flow. What do you mean by that? 
6.   Can you determine a parties’ income/cash flow by only using the tax returns? What other information should we look for? 
7.   What are common ways you find that the titled spouse tries to keep income/assets away from their soon to be ex- spouse?  

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163  
 

Jason  Soman
CPA/ABV, ASA, CFE, CDFA
JasonS@rosenfieldandco.com
https://www.rosenfieldandco.com  
407-871-9522 

Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri.  

Today we will be discussing Business Valuations When the Future is Unknown and the Past is Not Reliable with Josh Shilts and Stephanie Swetland. 

Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. 

Stephanie Swetland is a licensed Enrolled Agent and is also QuickBooks ProAdvisor for both Online and Desktop. She is continuing her education in Accounting and plans to obtain her CPA license within the next couple years. 

They are forensic valuation experts and offer tax advice in the state of Florida. 

Welcome Josh and Stephanie! 

1. Let’s get right into it – how has business valuation work changed for your firm during the pandemic economy? 
2. Can you even complete a valuation in this pandemic economy? 
3. How has divorce changed? 
4. How has expert witness work changed? 
5. What do valuators need to keep in mind when doing valuation post-pandemic? 
6. How are you dealing with valuations or economic analysis in litigation? 

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163  

Josh Shilts 
CPA/ABV/CFF/CGMA, CFE
www.ShiltsCPA.com
josh@shiltscpa.com
(844) 850-6166 x101 
 

Stephanie Swetland
EA, Forensic & Valuation Associate
www.ShiltsCPA.com
stephanie@shiltscpa.com
(844) 850-6166 x117 

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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri.  

Today we will be discussing Common Questions to Ask a Business Broker When Selling a Business with Jennifer Smith, a business broker in Cape Girardeau Missouri with Murphy Business Sales.

Welcome Jennifer! 

1. Do you do an auction style process ?
2. Do you just reach out to network of Murphy and see if there are buyers? 
3. How does working for both sides of the deal really work?
4. Does that mean you work for one and another Murphy broker is on the other end?
5. Do you do a full valuation? Do you charge for it? 
6. Do you establish a baseline price – or the floor price? 
7. How long does the process usually take? 
8. What about a few close buyers or local competitors – do you wait until the end to contact them?
9. How do you keep a deal quiet? 

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163 

Jennifer S. Smith
MBA, BCI, CMAI (formerly Jennifer Hendrickson) 
Business Brokerage / Mergers & Acquisitions 
715 Clark St   
Cape Girardeau, MO  63701 
(573) 335-1885 
http://www.MurphyBusinessofCape.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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri.   

Today we will be discussing Business Valuations in Divorce and Discovery with Catherine Shanahan  

Catherine is a Certified Divorce Financial Analyst (CDFA) and Daily Money Manager (PDMM). Catherine is cofounder of mydivorcesolution.com and has been trained in mediation, collaborative divorce and financial planning. Catherine is fully dedicated to helping clients understand and navigate all aspects of divorce including planning a secure financial future post-divorce. 

Welcome Catherine!! 

1. What is the purpose for a business valuation in divorce? 
2. How do you work with business owners in divorce? 
3. Is my spouse entitled to my business? 
4. What are the benefits for using a third party neutral? 
5. Tell us more about your document collection process.  

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163 

Catherine Shanahan
CDFA, Co-Founder My Divorce Solution
https://mydivorcesolution.com 
hello@mydivorcesolution.com 
215.486.8347 | 843.929.0399 

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.  My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.  
 
During this episode we will discuss Mergers & Acquisition: Creating Value Before the Transaction with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.  
  
Welcome Stephen!!   
 

1. Covid created havoc in a number of industries and professions. The M&A space was not immune. Where are we currently in this space? 
2. How much of the current M&A activity would you say involves mid-market size companies? 
3. Is there an industry that you have come across that seems to be the most active? 
4. Would you say the reason for the activity in those industries is because of synergies? 
5. There are two types of synergies, combinational and transformational synergies. How do you differentiate between the two and how could they have an impact on deal price? 
6. As a valuation expert, what do you see, or notice is the biggest concern as it pertains to synergies? 
7. To avoid potential challenges, what have you seen as the main issues when assessing synergy potential in deals? 
8. Staying with value. Value is something that is discussed and tossed around a lot in the discussion of M&A. From your expertise in valuating companies, how does a company build value? 
9. How does debt effect ROI (return on investment)? 
10. Some owners prefer to avoid borrowing so they can avoid paying interest to a bank. As a privately held business owner, is there any risk in this type of thinking? 
11. Does growth automatically create value? 
12. When valuing a company, how do you assess value creation? 
13. Strategic planning, is that something that can help build value? 
14. Once you have a game plan on how to build value, the next question should be, how do you measure value? 
15. Of the three most recognized valuation approaches, which do you prefer to use in a M&A valuation and why? 
16. Fairness Opinions are often used for public companies. Is it used for private company transactions? 
17. Who prepares the Fairness Opinion, what actually goes into this letter and is there a cost? 

 
 
Melissa Gragg
CVA, MAFF, CDFA
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
Cell: (314) 541-8163

Stephen A White
CVA, Managing Partner
Valuation Analyst
Onyx Partners Group
stephen.white@opgbv.com
https://opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042 
office: 973.902.7828 | cell: 973.310.2528

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 provide online valuation services for mediation and litigation, based in St. Louis, Missouri.  

Today we will be discussing A Buyer's Perspective: Risk Factors in Business Valuations 
with Al Danto. Al has over 30 years of experience with startup and entrepreneurial companies as well as expertise in the acquisition, valuation and divestiture of business interests. 

He has served as lead representative on a wide range of business acquisitions and valuation engagements. He has proven experience working with lenders, private equity groups and individual purchasers. Al has also served on a variety of boards, including the alumni board of the Jones Graduate School of Business at Rice University and the Entrepreneurs Organization. He is a member of NACVA (National Association of Certified Valuators and Analysts). 

Welcome Al!!

1. Tell us a little about your background and how you got started?     (I bought my first company at 28 and went on to buy 12 - 15 printing companies)  
2. You have written a lot about the "risk' component both real and perceived in a valuation.   Can you discuss that?  
3. Can you talk a little more about the concept of Risk Aversion?  
4. What are some common misconceptions that you see with business owners in the marketplace when it comes to business valuation? 
5. You told me that you cringe when you hear the term "average valuation multiple"    Why is that?
6. Tell us a little about your current mission of helping business owners prepare for an exit and increase the value of their company. 
7. What goes into this process?  
8. Can you share some thoughts on how other valuation professionals could develop a strategy to add Exit Strategy or Valuation Enhancement services?  
9. Tell us about your work at Rice University and the entrepreneurship program.   I heard they have been the #1 Graduate School program two years in a row 

Melissa Gragg
CVA, MAFF, CDFA
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 
Cell: (314) 541-8163 

Al Danto
al@exitadvisors.com  
832-680-0014; EXT 2
https://www.exitadvisors.com