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David Thach, CPA, CEPA

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The Hidden Valuation Variable

You’ve probably realized that your age impacts your attitude toward your business and your feelings about transitioning its ownership. But did you know your age can impact the valuation of your business and the ownership transition transaction as well? For example, one boutique mergers and acquisitions firm refuses to take sell-side assignments from business owners …

Read moreThe Hidden Valuation Variable
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The One Number You Need to Know

If you’re trying to figure out what your business might be worth, it’s helpful to consider what acquirers in today’s market environment are paying for companies like yours. A little internet research will probably reveal that similar businesses trade for a multiple of your pre-tax profit, which is Sellers Discretionary Earnings (SDE) for a small …

Read moreThe One Number You Need to Know
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The Switzerland Structure

One of the eight factors that impact the value of your company is something the team at The Value Builder System refers to as “The Switzerland Structure,” which emphasizes the importance of business independence. It cautions against excessive reliance on any single entity, whether suppliers, employees, or customers. While many business owners recognize the risks …

Read moreThe Switzerland Structure
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Virtual Family Office:  The Next Right Thing?

“Do the next right thing.” — Emily P. Freeman, Bestselling Author: the Next Right Thing “Vision is perhaps our greatest strength … it has kept us alive to the power and continuity of thought through the centuries, it makes us peer into the future and lends shape to the unknown.” — Li Ka-shing, Asian Billionaire …

Read moreVirtual Family Office:  The Next Right Thing?
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