In this episode of the Lawyer Millionaire, Darren Wurz talks with Serena Amlie, CFA, a manager at ComStock Advisors, about the process of performing a valuation for a law firm. Serena also explains what you can do to improve the value of your business to sell it for top dollar.
Lori Wilhelmy appeared as a guest on Cincinnati’s WKRC’s talk radio show Simply Money™. Simply Money Advisors offer financial advisory services, including financial planning and portfolio management. Lori’s discussion with hosts Nathan Bachrach and Ed Finke focused on business exit planning and strategy.
To hear the podcasts, please click the links below.
A Deep Dive on ESOP Valuation
In this episode, Nick Sypniewski has a comprehensive talk with The ESOP Podcast about ESOP Valuations at the NCEO 2019 Employee Ownership Conference in Pittsburgh, PA.
Nick Sypniewski is Managing Director at ComStock Advisors’ Cincinnati office and Accredited Senior Appraiser (ASA) of the American Society of Appraisers. He has 25 years of experience in valuation, finance, and banking. has completed valuations for ESOPs, estate taxes, estate planning, gifting, mergers, acquisitions, sales, lending, litigation support, and marital dissolution. In addition to appraising businesses, he has appraised intellectual property including patents and trademarks. His consulting experience on behalf of ESOPs includes feasibility studies, implementation of ESOPs, purchases of large blocks of stock, annual updates, sales of ESOP companies, and acquisitions of companies by ESOP companies.