BOOK YOUR FREE CONSULTATION

What Parent Thinks Their Baby is Ugly? Valuation’s Importance in M&A Work

2023-09-05T17:23:22+00:00

You can’t open a copy of the Wall Street Journal (or any other business publication) without being greeted with plenty of news about Mergers and Acquisitions (M&A). Reporting on the latest deals and exploring how well (or how poorly) mergers have worked out are the bread and butter of every business reporter. But while [...]

What Parent Thinks Their Baby is Ugly? Valuation’s Importance in M&A Work2023-09-05T17:23:22+00:00

How to Get the Bank Valuation Your Business Deserves

2023-09-01T14:17:10+00:00

Certain business relationships are prime examples of being between a rock and a hard place. Operating in the nexus between business valuation and bank loans offers a perfect example. When the business valuation experts at my organization Sofer Advisors and I are working with clients and banks, concern emanates from each side. Banks worry [...]

How to Get the Bank Valuation Your Business Deserves2023-09-01T14:17:10+00:00

Drastic Times Call for Drastic Valuations?

2023-09-01T19:08:49+00:00

A client we’ll call Jason had a thriving company—and a rocky marriage. As things continued to crumble domestically, he knew his business would be a key factor in a potential divorce. He also knew divorce causes many businesses to fail. Despite such knowledge, Jason didn’t secure a valuation in the early days of his martial [...]

Drastic Times Call for Drastic Valuations?2023-09-01T19:08:49+00:00

From a Scoreboard Engagement to a Road Map for Success

2023-08-29T10:52:21+00:00

A business owner we’ll call Bill had the perfect recipe for success. Bill owns a powersports dealership located near Naples, Florida, a Mecca for people interested in playing with powerful machines in beautiful surroundings. Whether his customers wished to ride the waves on a Jet ski or explore trails using an ATV, Bill was the [...]

From a Scoreboard Engagement to a Road Map for Success2023-08-29T10:52:21+00:00

CARES Act May Increase Your Business Valuation

2023-09-18T15:46:19+00:00

When the CARES Act was enacted, all the buzz from main street was about stimulus checks as well as PPP forgivable loans. Now that things have somewhat stabilized in the markets, there are two important changes related to the CARES Act that could immediately impact your business valuation. NOLs When the Tax Cut and Jobs [...]

CARES Act May Increase Your Business Valuation2023-09-18T15:46:19+00:00

The Most Unloved P&L Expense Line — Rent

2023-08-08T13:18:57+00:00

As is the experience of many valuation analysts, clients are typically unfamiliar with the language and mechanics of corporate finance as it relates to business valuation or business brokerage.  For these equity owners, it is best to define valuation as a simple algebraic expression that they can easily digest. Market Value = Multiple x Financial [...]

The Most Unloved P&L Expense Line — Rent2023-08-08T13:18:57+00:00

Does Your Valuation Tell a Story?

2023-08-08T13:18:52+00:00

Disclaimer - Opinions expressed are solely my own and do not express the views or opinions of my employer. If after reviewing your valuation and all you have is a collection of numbers in a spreadsheet, you do not have a valuation at all. At that point you simply have a model's output calculations [...]

Does Your Valuation Tell a Story?2023-08-08T13:18:52+00:00
Go to Top