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Business valuations: When speculation becomes fact

Posted by Sageworks
Business valuations: When speculation becomes fact

It’s difficult to start an advisory relationship with a client when your first discussion is about how their company may be worth a lot less than they think. It’s even worse when the basis of his fantasy number comes not from trade show gossip, but from another trusted advisor. ...

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Infographic: 3 factors influencing success in business valuation firms

Posted by Matthew Jones
Infographic: 3 factors influencing success in business valuation firms

Success in business valuation practices is driven by many factors, but these three have shown to be key considerations for growing firms. Developing specialized services that provide a competitive advantage will help your practice to establish a reputation with a long reach for acquiring new clients. With a prospering practice, establishing a skilled and flexible workforce will develop along with your skills and client base. ...

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Tips to Prepare Your Client's Business for Sale

Posted by Sageworks
Tips to Prepare Your Client's Business for Sale

As you prepare clients for an exit or as you exit your own business, there are a few key areas and metrics to consider. Keeping in mind that exit planning can, and should, begin years in advance, you will be able to watch as these metrics change over time. You’ll become an important advisor to the business owner, making your role critical to their success. These common factors can impact the value of a business: ...

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What every business owner needs

Posted by Colin Tierney
What every business owner needs

Would you like to provide more services to each client or to improve the quality of each client conversation? Engaging a client for the first time, or perhaps a friend we've known for years who is now in need of a business valuation for exit planning or other reasons, doesn't always paint a clear picture of the business owner's needs. ...

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Notes on normalizing adjustments to the income statement

Posted by Colin Tierney
Notes on normalizing adjustments to the income statement

Valuation experts know that normalizing is an important and sometimes challenging step in the business valuation process. Business owners themselves may not realize how their own efforts can inflate their understanding of the valuation. ...

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