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Content provided by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Increasing Net Proceeds Begins Before The Sale

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Manage episode 299469255 series 2360916
Content provided by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance of conducting a third party valuation as the foundation of your tax planning strategy. Brett and Tom will discuss the key components of a valuation and how the valuation process increases net proceeds.

In this episode, Brett and Tom will discuss:

  1. The difference between an estate and M&A valuation
  2. The key components of a valuation
  3. When you should have a valuation conducted
  4. Stories of owners losing millions in value appreciation by not having a valuation

To learn more about the podcast, click on this link: https://www.tepodcast.com/home

  continue reading

23 episodes

Artwork
iconShare
 
Manage episode 299469255 series 2360916
Content provided by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brett Dearing, Certified Exit Planning Advisor, Brett Dearing, and Certified Exit Planning Advisor or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Many business owners lose the opportunity to maximize net proceeds from the sale of their business by not following this fundamental rule. On this episode of The EXIT, you will hear from Tom Theurkauf, Partner at Sun Valuation on the importance of conducting a third party valuation as the foundation of your tax planning strategy. Brett and Tom will discuss the key components of a valuation and how the valuation process increases net proceeds.

In this episode, Brett and Tom will discuss:

  1. The difference between an estate and M&A valuation
  2. The key components of a valuation
  3. When you should have a valuation conducted
  4. Stories of owners losing millions in value appreciation by not having a valuation

To learn more about the podcast, click on this link: https://www.tepodcast.com/home

  continue reading

23 episodes

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