Business Valuation... Real Talk

Over the last several months there has been a big energy shift towards ESOPs. This episode will focus on what is driving this energy shift and what business owners need to know before moving forward with an ESOP. Owners need to understand the importance of having a feasibility study performed.

Family-owned businesses are the backbone of the American economy. Studies have shown about 35 percent of Fortune 500 companies are family-controlled and represent the full spectrum of American companies from small business to major corporations. Understanding the how and the why when it comes to understanding the use and purpose of a valuation for a Family-Owned business plays an integral part in not only the growth of the value in the business but the country as well.

Cash flow issues and inadequate money management are consistently viewed as the top reasons why businesses fail. It is certainly vital to owners, founders, and boards to sharpen their cash flow forecasting ability and develop a strong understanding of one the most important valuation metrics Free Cash Flow (FCF).

Something you should be aware of regardless of who you make that winning business pitch to, be it a bank, private equity group, venture capitalist, or angel investors. Each one of these groups has a different objective or purpose on why they will invest in your company.

For Founders and Early-Stage companies, raising capital is priority number one. Understanding why is the first step. Followed by understanding the types of capital raised. Leaving you with the types of sources of a capital raise.

As we move further into the new year, as an Early-Stage Founder, it is important to understand where you go to raise capital and how you position your business to find the right partner. This is a three-part series. Part 1: Understanding the stages of a capital raise and the platforms that raise capital.

With the Tax Cut and Jobs Act sunset provisions in 2026 quickly approaching, FamilyLimited Partnerships have become a very popular vehicle for families that haveappreciable assets. Learn how valuation discounts can be a valuable tool to understandas you transfer your assets.

Valuation multiples provide a simple yet effective way to assess the worth of a business by comparing it to similar companies in the market. However, using valuation multiples is not just about plugging in numbers and getting a result. It requires a strategic approach and considering multiple factors that can cause different results in the value of your business.

As a sports fan, most if not all, have a dream of being a sports franchise owner. In this episode, being a minority owner in a sports franchise, may not be as difficult as it may appear. And how the valuation of the franchise can assist you in your decision, for buying the big ticket!

Whether we are backtracking to 2019 or discussing it now in 2023, the most important tool in a company tool box to deal with partnership discussions, how to reward and retain talent, or even understand the current state of the business is having a business valuation. This episode, we will break down each area and show how having a valuation could make those conversations and decisions a little easier.

When it comes to exiting a business, most are familiar with the big three: Sell to a third party, transfer to a family member or work until you close the business down. Yet, there is another alternative that is not talked about a lot. In this episode, Stephen White, managing partner of Onyx Partners Group will discuss the best kept secret of the exit strategy platform, ESOPs!

We spend our lives working hard, building relationships, but do we put that same amount of energy into how we want to leave our legacy? This episode is a must listen to podcast with our guest, Melissa Goikhman, Esq. of Legacy Wealth Counsel. OPG managing partner, Stephen White and Melissa Goikhman will take us on a journey of leaving a legacy for your family. This episode is not just for business owners or C-Suite executives, it's for everyone to learn how to build but also leave a worthwhile...

2021, the M&A Market ran at a torrid pace. 2022 was a tale of two stories. The first half deal flow continued from the overflow of 2021. The second half dealt with headwinds, which slowed down the activity. This episode, we will discuss the challenges ahead in the middle market M&A and how to navigate in 2023.

How do we continue to grow our wealth after you transition from one phase of your life to the other. When it comes to creating this path, learning how to invest is key. In this episode of Business Valuation...Real Talk, 1792 Wealth Advisors, Private Wealth Officer, Dan Barrett joins us to discuss the steps for creating this path of investing for business owners.

In this month’s Business Valuation…Real Talk episode, Naja Muhammad, CEO and Owner of Insane Audio joins our host Stephen White, to discuss the path that she took before making that decision to leave the accounting world and become a successful business owner.

Episode 1: Business Valuation Basic TalkIn this episode, Stephen White, managing partner of Onyx Partners Group, a business valuation firm, will talk about the basics of business valuations. You will learn the critical elements of every business valuation and how to proactively manage the value of your business. Stephen will discuss how understanding the value of your business can provide more opportunity to increase value when you are ready to either sell, buy, conduct estate planning, or pr...