
ValuationPodcast.com - A podcast about all things Business + Valuation.
ValuationPodcast.com is a video and audio podcast focused on business valuation and topics relevant to business owners. Hosted by Melissa Gragg, a business valuation expert based in St. Louis, it features interviews with CPAs, valuation experts, testifying experts, marketing specialists, divorce expert witnesses, estate planning professionals, management consultants, and business lawyers. The show covers issues facing company owners, attorneys, and professional advisors. More information is available at ValuationPodcast.com.
Episodes

The Anti-Finance Money Conversation: Rewriting Your Money Story After Divorce
Hi, Welcome to the Divorce Allies Podcast. I’m Melissa Gragg, and today I’m speaking with Chelsea M. Williams, a financial architect who helps women understand their money stories and take control of their financial narratives. Our conversation explores what we call the “anti-finance money conversation”—looking beyond numbers, budgets, and accounts to understand how childhood experiences, beliefs,

When the President Steals the Deal: The $3.7 Million Cost of Lost Profits
Hi, Welcome to ValuationPodcast.com. I’m Melissa Gragg, a financial mediator and business valuation expert, and today I’m joined by Kelly Lise Murray, a lawyer, professor, legal scholar, and serial entrepreneur who brings a fascinating perspective to the intersection of litigation, business, and valuation.In this episode, Kelly and I dive into a remarkable federal case involving a president, a bus

When Divorce Courts Get Business Valuation Wrong: Lessons from Bailey v. Bailey
Hi, Welcome back to the ValuationPodcast.com, where we explore the financial, legal, and strategic issues that shape business valuation and divorce outcomes. I'm Melissa Gragg, financial mediator and business valuation expert, and today I'm joined by legal scholar, attorney, professor, and entrepreneur Kelly Lise Murray.In this episode, we're breaking down the recent Bailey v. Baile

Beyond the Legal Argument: The Psychology Behind Successful Business Mediation
Hi, Welcome back to the ValuationPodcast! I'm Melissa Gragg, and in this episode, I'm joined by Scott Zucker, an experienced commercial mediator, attorney, and author of The Mediation Minute. Together, we're exploring a side of dispute resolution that often gets overlooked—the psychology behind successful mediation.While legal arguments and financial facts are important, many busin

Financial Therapy, Money Trauma & Abundance Mindset: How to Rewrite Your Money Story
Hi, welcome back to the Valuation Podcast. I'm Melissa Gragg, and today we're diving into a topic that impacts nearly every aspect of our lives but is rarely discussed openly—our relationship with money.Whether you're navigating divorce, grieving the loss of a spouse, rebuilding after a major life transition, or simply feeling stuck in patterns that no longer serve you, the truth is

Stay Ready: How Smart Business Owners Prepare for Growth, Buyers, and Opportunity
Hi, welcome back to ValuationPodcast.com. I'm Melissa Gragg, financial mediator and business valuation expert, and today I'm joined by Kendall Peterson, seasoned executive, business strategist, and author of The Essential Elements of Business Health. In this conversation, we explore what it really means to build a healthy business that is prepared for growth, valuation, and unexpected op

The Real Deal: Why Buyers and Sellers Never Agree on Value
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In today’s episode, I’m joined by David C. Barnett—an international speaker, author, consultant, and one of the most respected voices in the world of buying, selling, financing, and man

Price Is Only the Beginning: Where Millions Are Won or Lost in M&A
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.When it comes to buying or selling a business, most people focus on one thing—the price. But what if I told you that the price is only the beginning, and that millions can be won or los

What Makes a Company Fundable? Inside the Mind of an Investor
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today we’re taking a deep dive into something every founder thinks about—but very few truly understand: what makes a company fundable in the eyes of an investor.If you’ve ever believed

Signs Your Spouse Is Hiding Money & How to Prove It
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today we are with Victoria Kirilloff, Certified Divorce Financial Analyst and founder of Divorce Analytics, to break down one of the most common — and misunderstood — issues in divorce:

What Happens When You Don’t Properly Value Assets in Divorce
Welcome back to ValuationPodcast.com. I’m Melissa Gragg, and today we’re unpacking a case that highlights one of the biggest mistakes people make in divorce litigation—assuming they can fix weak evidence after the fact.When business interests, hidden assets, and financial disputes collide in divorce, courts rely heavily on the evidence that’s actually presented at trial. And if you fail to properl

Business Valuation Mistakes That Can Cost You Millions
Welcome back to ValuationPodcast.com. I’m Melissa Gragg, and today we’re diving into a conversation that every business owner, attorney, and divorcing spouse needs to hear—because we’re talking about what happens when valuation evidence falls apart in court.When a business is involved in divorce, people often assume that simply showing up with numbers is enough. But the reality is that courts don’

Behind the Headlines: Celebrity Divorce Truths
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this episode, we are with Randy Kessler: family law attorney, professor, media commentator, and trusted counsel in many high-profile divorce cases.From prenups and influencer income

Discovery Is Power: Subpoenas & Divorce Strategy
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this conversation, we discuss with Becky how discovery really works in divorce cases, why subpoenas often get rejected, and how proper research and compliance can dramatically speed

Handshake Deals, Huge Numbers: Why Agreements Can Collapse on Appeal
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today on ValuationPodcast.com, we’re diving into one of the most cautionary valuation cases you’ll ever read.Handshake deals. Huge jury verdicts. And a $54 million award that collapsed

Deliver the Team, Not the Result: The Leadership Shift Founders Must Make
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things related to business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today I’m joined by Peter Anderton, a UK-based leadership expert who helps senior executives cut through the noise to transform their organizations, their teams, and their lives.This ep

Valuation Decisions That Shape Family Wealth
Hi, welcome back to ValuationPodcast.com — a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.Today I’m joined by Jeff Condren, an advisor to family business owners in the Chicagoland area who specializes in next-generation transitions and building the right team to make those transitions

Before the Sale: Building Trust Around Family, Money, and the Next Generation
Hi, and welcome back to ValuationPodcast.com — the podcast and video series where we talk about business, valuation, and the real-life issues that come with both. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis.Today I’m joined by Emily Bouchard — family transition specialist, author, and speaker — and we’re going beyond the numbers. Our topic is: Before the Sale

The Future of Leadership: Self-Awareness, Authenticity, and Human Connection
The Future of Leadership: Self-Awareness, Authenticity, and Human Connection with Emily Bouchard and AkashaWelcome back to ValuationPodcast.com, where we explore business, valuation, and the human side of leadership.In this episode, Melissa Gragg, financial mediator and valuation expert, is joined by Emily and Akasha for a powerful conversation on leadership, self-awareness, authenticity, and inte

Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your Business
Who Owns Your Digital Empire? Protect & Value Your Invisible Assets Before You Sell Your BusinessWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri.In this episode, I sit down with Paige Wiest, CEO of Tree Ring Digital, to uncover one of the b

The Unexpected Cost of Not Planning Your Exit
The Unexpected Cost of Not Planning Your Exit | ValuationPodcast.com with Mark HowleyWelcome to ValuationPodcast.com—your go-to resource for navigating the world of business growth and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert in St. Louis, Missouri. In today’s episode, I’m joined by returning guest Mark Howley — entrepreneur, former business owner, consultan

Women, Wealth & the Future of Art Value: Galleries, Online Sales & Legacy
Women, Wealth & the Future of Art Value: Galleries, Online Sales & Legacy | ValuationPodcast.comIn this episode of ValuationPodcast.com, Melissa Gragg speaks with Ann Priftis, CEO of a group of seven contemporary art galleries across the U.S. and Canada and an art advisor/appraiser—about how value is created (and preserved) in today’s art market.You’ll hear how galleries are shifting from

Inside the ESOP Deal: How Value, Regulation, and Exit Really Work
In this episode of ValuationPodcast.com, host Melissa Gragg sits down with Kelly Finnell, one of the nation’s top ESOP consultants with over 40 years of experience. Together, they uncover insider strategies behind ESOP valuation, regulations, financing, and exit planning. From misconceptions about fair market value to how ESOP-owned companies merge, this discussion helps business owners, advisors,

The Biggest Challenges When Scaling a Business (and How to Overcome Them)
The Biggest Challenges When Scaling a Business (and How to Overcome Them)Scaling a business is never easy—especially when you’re also planning for an eventual exit. In this episode of ValuationPodcast.com, host Melissa Gragg talks with Mark Howley, seasoned CEO and strategist, about the biggest challenges business owners face when scaling and selling their companies.They cover everything from chas

Scaling, Selling & Staying Ready: The BITES Method
Thinking about selling your business—or scaling it to the next level?In this episode of ValuationPodcast.com, host Melissa Gragg sits down with financial strategist and bestselling author Monica Garcia Duggal to break down her proven Financial BITES Method. With over 30 years of experience in investment banking, M&A, and helping entrepreneurs build wealth, Monica reveals how to prepare your co

Inheritance, Divorce, and Sudden Wealth: Managing What You Didn't Build
Welcome to ValuationPodcast.com—a podcast and video series where we explore all things related to business valuation, financial transitions, and strategic planning.I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri. In today’s episode, we’re stepping into a topic that doesn’t get discussed nearly enough: what happens when you suddenly come into wealth you did

AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-Making
AI is a Tool. A Negotiation Expert is a Weapon | Negotiation Strategy & Deal-MakingHi, welcome to ValuationPodcast.com, a podcast and video series about all things business and valuation. I’m Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri.Today, I’m talking to Christine Nicholson, a multi-award-winning business mentor, speaker, and author. She’s

Employment Law For Business Owners | A Business Valuation Podcast
Employment Law For Business Owners with Gary Martoccio - Business Valuation Podcast Video Series | Valuation Expert Melissa GraggWelcome to ValuationPodcast.com, your go-to podcast and video series for all things business and valuation. I’m your host, Melissa Gragg, a valuation mediator and expert based in St. Louis, Missouri. In this episode, I’m joined by Gary Martoccio, a seasoned employment at

Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC
Empowering Creatives: How to Build Community, Strategy, and Success for Artists - Kre8 Spaces, LLC - ValuationPodcast.comWelcome to ValuationPodcast.com, a podcast and video series covering all things business and valuation. I’m Melissa Gragg, a financial mediator and valuation expert based in St. Louis, Missouri.Today’s episode is a truly inspiring one. We’re joined by Quintrel Brown, Dwayne Ferg

Small Business Success and Exit Strategy - A Business Valuation Podcast
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 valuation expert in St. Louis, Missouri.We're speaking today with Mark Howley about small business success and exit strategies, and his passion is in talking about business, growing business, and public speaking. He

Importance of Communication and Marketing Alignment - Business Valuation Podcast
Importance of Communication and Marketing Alignment - Business Valuation & Mergers and AcquisitionsWelcome to ValuationPodcast.com, your hub for discussions about business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. In this episode, we're joined by Loretta Tarozaite from Las Vegas, a renowned executive presence s

Business Succession: Inherited Trauma and Family Wealth
Business Succession: Inherited Trauma and Family Wealth - Generational Wealth and Financial Successhttp://www.ValuationPodcast.com https://www.valuationmediation.com Welcome to ValuationPodcast.com, where we explore the intricate world of business valuation and the complex dynamics of family wealth. I'm Melissa Gragg, a seasoned valuation expert and divorce financial mediator from St. Louis

Valuing the Future | Business Valuation Case Studies - Estate Planning Strategies
Valuing the Future | Business Valuation Case Studies - Estate Planning StrategiesWelcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I’m your host, Melissa Gragg, a seasoned financial mediator and business valuation expert based in St. Louis, Missouri. Joining us today is Michael Koeppel, a veteran in valuing and financing firms across technology and man

Business Valuation Case Study Example - Complexities of a Software Valuation & How to Utilize Mediation
Business Valuation Case Study Example - Complexities of a Software Valuation & How to Use MediationHello and welcome to ValuationPodcast.com, where we delve into all things business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Joining me today is Michael Koeppel, who brings over three decades of experience ac

Intellectual Property Valuation - Business Valuation Case Study
Intellectual Property Valuation - Business Valuation Case Study with Certified Business ValuatorsWelcome to ValuationPodcast.com, where we delve into the intricacies of business and valuation. I'm your host, Melissa Gragg, a financial mediator and business valuation expert based in St. Louis, Missouri. Today, I'm joined by Michael Koeppel, a seasoned professional with over 30 years of ex

From One Generation to the Next: Strategies For Selling a Family Business
From One Generation to the Next: Strategies For Selling a Family Businesswww.valuationmediation.comWelcome to ValuationPodcast.com, a series dedicated to exploring the intricate world of business and valuation. I'm your host, Melissa Gragg, a mediator and business valuation expert based in St. Louis, Missouri. Today, I'm joined by Kirk Michie, founder of Candor Advisors and a seasoned ex

Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner Disputes
Introduction to Business Valuation Case Studies: Expert Strategies for Valuation and Partner DisputesWelcome to ValuationPodcast.com, your space for all things business and valuation. I'm Melissa Gragg, a mediator and valuation expert based in St. Louis, Missouri. Today, we're launching a new series focused on case study reviews and expert insights. Our guest, Michael Koeppel, brings an

Enhancing Legacy: Modern Strategies for Business Success
Enhancing Legacy: Modern Strategies for Business Success - a Business Valuation PodcastHi, welcome to ValuationPodcast.com, a podcast about valuation and all things negotiation. My name is Melissa Gragg, and I'm a valuation expert and divorce financial mediator in St. Louis, Missouri. Today we're going to talk about Enhancing Legacy, Modern Strategies for Business Success with Philip Hog

Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A)
Using Valuation Metrics to Strengthen Seller Negotiations in Mergers and Acquisitions (M&A)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 am a financial mediator and business valuation expert in St. Louis, Missouri. Today I have the pleasure and privilege of speaking with Kirk Michie in San Die

Data-Driven Stories: Unlocking Value Through Storytelling
Data-Driven Stories: Unlocking Value Through Marketing and Storytelling - Thought LeadershipWelcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I'm on a Financial Mediator and Business Valuation Expert located in st. louis. Today, I'm speaking with Austin LaRoche, located in Los Angeles, California

Letting Numbers Speak: Why Exit Planning Isn’t the Same as Investment Banking
Why Exit Planning Isn't the Same as Investment Banking - Business Valuation, Strategy, NegotiationHi, 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. Today's topic is about strategic planning, investment banking, exit plan

The Current State of Divorce in New York For Business Owners
This episode is going to be about the Current State of Divorce in New York. We're going to focus on some of the things that business owners and professionals should understand.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. Today 's gu

Current Issues for Business Owners Going Through Divorce in Georgia
In this episode, we're going to talk about current issues for business owners going through divorce in Georgia, but in general, advice for people around the country. Our guest is Bob Boyd, an attorney in Atlanta, Georgia.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 an

How to Clean Up Your Financial Situation to Sell Your Company
In this episode, we're with Nolan Bradbury. He's located in Seattle, Washington, and the Founder of Bradfield Accounting and Advisory. He has two decades of experience and offers clear and practical financial advice to business owners, and in this episode, we're actually talking about how to clean up your financial situation to sell your company. Welcome, Nolan. Welcome to Valuation

Make More and Work Less: Outsourcing for Growth
Make More and Work Less: Outsourcing for Growth - Business Valuation Experts #businessvaluation https://www.valuationmediation.com http://www.ValuationPodcast.com (314) 541-8163 In this episode, we are talking to Ben Towne, who is a CPA and another Valuation Expert. He's also the principal of Towne Advisory. He's committed to helping small business owners increase the value of their bus

Finding the Peace in Chaos - How to Grow Your Company With Disruptions in Place
In this episode, we're talking about finding the peace in chaos and how to grow your company with disruptions in place with Chris Papin.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. Our guest, Chris Papin, is locate

The Impact of the "Right" Clients on Your Business
In this episode, we're speaking about the impact of the "right" clients on your business and maybe even your business value with Rick Watson. He's located in California. He's an author and a founding partner of the National Referral Network. He also helps professionals around the country strengthen and grow their businesses by helping them run better, maximize their exits,

Exit Planning is a Process... Not an Event
In this episode, we delve into the critical concept of exit strategies. We'll explore how to skillfully prepare your management team for a potential sale and the strategic steps necessary to develop a business that is not only operational but also highly attractive to prospective buyers over time.My name is Melissa Gragg, and I'm a Financial Mediator and Business Valuation Expert in St.

Deal Makers and Deal Breakers
In this episode, we are talking about deal makers and deal breakers: what to do and what to avoid with Alex Prasad. Alex is located in Michigan, and he's an entrepreneur and a business attorney with a decade of experience in early stage companies in M&A law.Welcome to valuation podcast.com, a podcast and video series about all things related to business and valuation. My name is Melissa G

Hiring for Impact: Parallel Leadership (Part 2)
In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership.Part 1: https://www.buzzsprout.com/1095656/15035277-hiring-for-impact-parallel-leadership-part-1.mp3?download=trueWelc

Hiring for Impact: Parallel Leadership (Part 1)
In this episode, we're going to be talking with Jose Berlanga, and he's a Real Estate Investor, author, and speaker. He's located in Houston, Texas, and is a force of unwavering tenacity. Today we're going to talk about Hiring for Impact and Parallel Leadership.Welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My nam

Current Trends and Expert Insights in the Dental Practice Market
Today we're going to be talking about the current trends and expert insights in the dental practice market with Maria Melone. She's a CPA, Certified Valuation Analyst, and a leading M&A Advisor in Healthcare. Maria has a deep knowledge of the dental industry and is located in Boston, Massachusetts. Her mission is to help both individual businesses and multi-site groups navigate the c

A Fractional CFO’s Role in Business Growth and Exit Strategies
Today we're discussing a Fractional CFO's role in business growth and exit strategies with Alina Rivera. She's a CEO and founder of Advising Puerto Rico, LLC, and she specializes in Business Valuations and Strategic Planning. Her expertise also includes internal audit, due diligence, capital raises, feasibility analysis and transfer pricing for compliance purposes among other servic

Minimizing Taxes & Maximizing Wealth: Sunset of the Tax Cuts and Jobs Act in 2025
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 and Business Valuation Expert in St. Louis, Missouri. Today we're speaking with Amber Widener about Minimizing Taxes and Maximizing Wealth. It's really about the sunset of the Tax Cuts and Jobs Act, or TCJA

Selling Strategically: Unleashing Maximum Value in your Business Exit
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 se

The Intricacies of Intellectual Property in 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’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 di

Selling Your Business: How to Negotiate the Highest Price
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 busi

Value Creation at Every Stage of the Business Cycle
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

Understanding the Start-Up Ecosystem in India: A Business Valuation Conversation
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

The Importance of a Second Valuation Opinion
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

AI Won't Take Your Job, But This Might...
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

Understanding the Criteria and Tax Advantages of an ESOP
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Exploring ESOP and Employee-Led Buyouts: Insights from a Private Equity Perspective
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

Divorce and Refinancing a Mortgage
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 Mort

Donald Trump's Tax Return - a Case Study for Divorce Attorneys
Hi, welcome to ValuationPodcast.com, a podcast and video series about all things related to business and valuation. My name's Melissa Gragg, and I provide online valuation services for mediation and litigation based in St. Louis, Missouri. Today we will discuss Donald Trump's tax return, and it's really a case study for divorce attorneys and what to look at in a personal tax return

ERC Tax Credit Information for Advisors and Business Owners
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 business valuation expert focused on strategic planning and exit planning in St. Louis, Missouri. Today we are talking ERC. Tax credit information for advisors and business owners with Catherine Tindall. She's a CPA in California speciali

Money Court: Financial and Business Disputes with Eric Schotz and Randy Crabtree
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.I had the privilege of interviewing Eric Schotz, the executive producer of Money Court. Joining me as a guest-host Randy Kessler, a divorce attorney for celebrities and profe

Divorce exEXPERTS - Resources for Divorcing Couples with T.H. Irwin and Jessica Klingbaum
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. We are speaking with T.H. Irwin and Jessica Klingbaum, the “exEXPERTS”, about advice and resources for divorcing couples. They are divorce mentors and their mission is to ed

The Current Housing Market and Divorce with Melissa Rubenstein
The Current Housing Market and Divorce http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163 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 current housing market an

Specialty Tax Services with Randy Crabtree
Specialty Tax Services: Tax Credits with Randy Crabtree http://www.ValuationPodcast.com https://www.valuationmediation.com (314) 541-8163Hi 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 are going to discuss speci

Divorce Finances: Tracing Marital Assets and Separate Property with Beth Garrett & Bob Boyd
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 valuation and mediation services in St. Louis Missouri. Today we will discuss Divorce Finances: Tracing Marital Assets and Separate Propertywith Beth Garrett & Bob Boyd. Bob Boyd is a family law attorney in Atlanta Georgia an

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 provide online divorce mediation and valuation services in St. Louis Missouri. Today we will discuss Changes in the IRS Business Valuation Community with a former IRS auditor Mike Gregory. Mike Gregory is the founder and owner of Michael Gregory Consu

Insight into Dental Market Transactions
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 Insight into Dental Market Transactions - with Maria Melone. Maria is a leading M&A advisor to the dental industry and investment banker in Chicago

Exit Planning is Not What You Think
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 how Exit Planning is Not What You Think with Scott Snider. Scott is the President of the Exit Planning Institute (EPI) and the Operating Partner of Sni

Turning Disrupted Leaders into a Disruptive Force
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 an

Cryptocurrency and Divorce
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

The Unimpeachable Rebuttal
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 Fo

Family Law: Trusts, Estates, & Divorce
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

Environmental, Social and Governance (“ESG”) Policies and 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 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 Valuat

Pandemic Economy and Divorce
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 disp
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