Unlocking Business Potential: Strategies for Optimal Valuation

Podcast

February 27, 2025

Tune in to Cherry Bekaert’s Private Client Services podcast for the second episode in our series on closely held businesses. In this insightful installment, we explore the complexities of business valuation, providing guidance on understanding and maximizing your company’s worth. Listen as   Jessica Fairchild, Partner, Croke Fairchild Duarte & Beres, along with Kyle Nevins, Partner, Cherry Bekaert, and David Nissen, Partner, Cherry Bekaert,  discuss key factors influencing valuation.

Our guests explore the critical role of professional valuation in the sale process, covering the importance of timing, market conditions and involving the right team. Learn how industry-specific multiples, growth prospects and financial health impact valuation, and why having the right support is essential for a successful transaction.

Whether you are preparing to sell your business or want to deepen your understanding of business valuation, this episode is your go-to resource. Our speakers share practical strategies for positioning your business for success and maximizing its value while also addressing common challenges in the valuation process.

Cherry Bekaert’s latest podcast offers the insights you need to make informed decisions, optimize your business’s potential and secure your financial future.

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Marci Spivey headshot

Marci Spivey

Private Client Services Leader

Partner, Cherry Bekaert Advisory LLC

David Nissen headshot

David Nissen

Chicago Market Leader

Partner, Cherry Bekaert Advisory LLC

Kyle Nevins headshot

Kyle Nevins

Transaction Tax Services

Partner, Cherry Bekaert Advisory LLC