Month: February 2024
Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep. 32)

Exploring Business Valuation and Market Dynamics with Scott Gabehart (Ep. 32)

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Do you understand the true value of your company?

In today’s enlightening conversation, Mark Dorman talks with Chief Valuation Officer at BizEquity, Scott Gabehart to shed light on the complexities of business valuation. With Scott’s extensive experience and insight, this episode demystifies the valuation process and illustrates how BizEquity’s innovative platform is making accurate valuations accessible to businesses of all sizes. By jumping into the nuances of key performance indicators, the influence of interest rates on mergers and acquisitions, and the evolving landscape of the market, this podcast brings forth tools that may help you navigate the financial intricacies of business effectively.

Scott discusses: 

  • The critical role of business valuation for entrepreneurs and business owners
  • Understanding key performance indicators (KPIs) in valuation reports
  • Changing dynamics of buyer and seller power in negotiating deals
  • Advantages of Small Business Administration (SBA)
  • And more

 

Resources:

Connect with Mark Dorman: 

Connect with Scott Gabehart:

About Scott Gabehart: 

Scott is a Certified Business Appraiser and current Chief Valuation Officer for BizEquity. He has overseen the development of the patented valuation algorithm and related valuation report while ensuring that our industry and market data are current and relevant. For the past 20 years, he has been interacting with small business owners actively engaged in buying and selling companies of all types and sizes while teaching graduate level private firm valuation and authoring books including “The Business Valuation Book”.

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CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

CEPA and Business Transition Triumphs with Steve Hopkins (Ep.31)

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What do you need to make the most of your succession plan? What strategies and information could exit planners provide?

Join Mark Dorman and his guest Steve Hopkins, Owner of Charter BTA, in exploring the critical nature of devising contingency plans for business owners. Together they touch on the advantages of having a CEPA credential and the contributions of the Exit Planning Institute. 

Mark and Steve discuss: 

  • His background in business exit transition planning
  • What the Certified Exit Planning Advisor (CEPA) designation is and why is Steve pursuing it
  • How Steve’s personal background and career path have been influenced by entrepreneurship
  • Why succession planning is important for both older and younger business owners
  • And more!

 

Resources:

Connect with Mark Dorman: 

Connect with Guest:

About our Guest: 

Steve Hopkins understands risk. The riskiest period in the life of any closely-held business is when it transitions to a next generation; whether to family, insiders, or a third party sale, the value of a life’s work becomes vulnerable. Steve’s professional focus is guiding business owners through the perils of transitioning ownership and management; maintaining and enhancing business value in the process.

His career path started with Marsh USA in the world of large scale risk management and continued as a commercial Property & Casualty agent, managing and insuring risks for Oregon commercial enterprises. Understanding legal and tangible risks expanded to include personal and financial risks, which led to business succession and personal estate planning. In the late ’90s he leveraged his experience of 13 years with his Finance/Law degree and joined a Portland planning firm adding a general securities license to his complete complement of insurance licenses. Today he is an independent contractor affiliated with a short list of commercial Property & Casualty agencies who serve mostly closely-held businesses in the Pacific Northwest.

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