Valuation Archives

monochrome of two hands shaking, representing business broker or investment banker help with a merger or acquisition

An Intermediary to Lead the Process: Investment Banker or Business Broker?

Tags: Advisors, Business Planning, Business Transition and Exit Planning, Buying a Business, Mergers-Acquisitions-Integrations, Selling Your Business, Valuation,

The road to selling a business is winding. The right intermediary will guide you down the right path. Do you need a business broker or an investment banker?

silhouettes cavorting against a sunrise, representing management team positions and responsibilities

5 Management Responsibilities that Aid the Sales Process

Tags: Business Leadership, Business Management, Employment & Labor Dynamics, Selling Your Business, Valuation,

Maintaining an honest dialogue with members of all management team positions during the negotiations can help lead to a successful outcome.

Oligarch woman hires business appraiser over the phone

Determining Value – Choosing a Business Appraiser

October 21, 2019
/ Business Owners & Executives
/ By Gary Lotzer

Tags: Buying a Business, Selling Your Business, Valuation,

Don’t Leave Valuation to Chance Valuation is the determination of the worth of an entity or item. According to Erin Hollis “A valuation can be as loose as a guess, to a ‘back of the envelope’ calculation, to a formal opinion rendered by a third-party professional business valuation expert”. Having the right valuation of your […]

A woman sits with drink in a coconut, glad that her business has shed its owner dependence

Reaching Graduate Level: Eliminating Owner Dependence

September 18, 2019
/ Business Owners & Executives
/ By Ronen Shefer

Tags: Business Management, Business Transition and Exit Planning, Financial Management, Life-Work Balance, Valuation,

All owners hope that their business can run efficiently while they are away. Eliminate owner dependence with strategies to build skilled management.

How Reliable Are Private Equity Valuations?

September 13, 2019
/ Investors
/ By David M. Freedman

Tags: Accredited Investors, Alternative Assets, Due Diligence, Private Equity, Valuation,

Public information can be scarce due to SEC reporting exemptions, making private equity valuations seem unreliable. Can upgraded guidelines fix it?

An antique cash register, symbolizing business valuation methods

3 Approaches to Business Valuation Methods

September 11, 2019
/ Business Owners & Executives
/ By Erin Hollis

Tags: Business Management, Business Transition and Exit Planning, Small Business, Valuation,

Are you valuing your business for a transition, taxes or even litigation? The reason for your valuation will determine the business valuation methods you use.

The Ins and Outs of a Venture Capital Investment

July 22, 2019
/ Investors
/ By Kenneth Freeman

Tags: Business Management, Investors, Personal Finance/Investing, Valuation, Venture Capital,

Learn about the three most important aspects of a venture capital deal: liquidation rights, management participation and control, and exit rights.

Business Transition and Exit Planning: Welcome to the Jungle!

Tags: Business Transition and Exit Planning, Family Business, Private Equity, Selling Your Business, Succession Planning, Valuation,

BTEP: Where Should You Start? You are a business owner. You have worked hard, possibly for decades, building your business. You are smart, and the business has been successful, but it is time to move on. Perhaps you want to retire; maybe you want to try your hand at something new. Regardless of the reason, […]

Articles tagged: Valuation