Name: Business Valuation And How to Increase it | Charting Opportunities
Uploaded: 2025-03-16T14:34:59+00:00
Duration: 1 h 5 min 58 s
Description: In our kick-off event here at the Portus Wealth Advisors' Charting Opportunities series for business owners, Robert Snowden of South Park Advisors schools us on the entire valuation process AND what y

7 months ago

Finance & Crypto Business & Entrepreneurship business valuation business owners exit planning succession planning mergers and acquisitions M

In our kick-off event here at the Portus Wealth Advisors' Charting Opportunities series for business owners, Robert Snowden of South Park Advisors schools us on the entire valuation process AND what you can do to help maximize the value of your business as you march towards your own financial independence.

BIG THANKS for Robert for sharing his knowledge with us and you, and if you got some value from anything particular in this episode, make sure to like, follow, or leave a comment telling us what you took from Robert's talk.

00:00 Introduction
03:29 High-Level Considerations
06:02 Key Players in Business Succession Planning
09:08 Valuation Process and Approaches
16:21 Fair Market Value vs. Strategic Value
19:47 Types of Buyers and Drivers of Value
32:17 Preparing to Exit Over 3-5 Years
37:37 The Importance of Leadership Teams
39:00 Frequency and Benefits of Valuations
42:28 Selecting a Valuation Expert
46:25 Closing Advice and Q&A