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Oct 2, 2022

98% of business owners don’t know what their business is worth. It’s risky not to know what the value of your business is since it may be the largest piece of your net worth. This can be a problem for owners who are not able to recoup their investment when they want to retire.

Kristi Posluszny and Fred Kaplan from Stony Hill Advisors join host Laurie Barkman to discuss business valuations. Stony Hill is a mergers and acquisitions advisory firm for small to mid-size companies across the US.

Kristi has a background in Investment Banking and Middle Market M&A with a focus on advising companies through a sale process to both strategic and financial acquirers. Fred is a former middle-market CFO and financial consultant, and has advised companies and performed due diligence on M&A and investment transactions in various industries.

Listen in as they discuss common myths around business valuation, valuation methodologies, and why it’s important to measure value.

 

Show Links

Stony Hill Advisors: www.stonyhilladvisors.com 

Kristi Lutes Bio: https://stonyhilladvisors.com/kristi-lutes

Fred Kaplan Bio: https://stonyhilladvisors.com/fred-kaplan 

Stony Hill Valuation Webinar on YouTube: https://www.youtube.com/watch?v=OkRo64JIKjs 

 

About Succession Stories Podcast

Succession Stories is an award-winning podcast hosted by Laurie Barkman, the Business Transition Sherpa-- guiding business owners through the process from "transition to transaction." Subscribe to Succession Stories and share a review if you enjoy the show!

Learn more at https://smalldotbig.com 

Book a 1:1 Advisory call at: www.meetlauriebarkman.com

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Become an Official Patron of Succession Stories Podcast: 

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Is this the year to sell your company?

Don't leave your exit to chance.

Stony Hill Advisors works with owners like you to get ready and maximize value when you're ready to sell.

Visit www.stonyhilladvisors.com/podcast for a complimentary business valuation.