TRANSITION TALK

Four Areas Where Valuation Plays a Critical Role

Posted by FP Transitions on Mar 26, 2025 7:12:14 PM

Value is the starting point for everything you want to do for your business in terms of growth, protection, sustainability, and more. It provides a starting point for your plans and informs important decisions, but depending on what you’re trying to do, value can play a variety of roles in your strategy.

The determination and use of your valuation always comes down to the purpose and the circumstance. Let’s look at the four main areas where your valuation plays a starring role: growth and planning, M&A and external sales, equity ownership, as well as protections and legal documentation.

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Topics: M&A, Business Value, valuation

Valuing Your Life's Work

Posted by FP Transitions on Sep 12, 2024 9:42:57 AM

The Wicked Pissah Podcast, brought to you by the Financial Planning Association of New England (FPA® of New England), features discussions for financial professionals including topics of financial planning, recent or future events in the financial services industry, and interactions with influential speakers from across the industry.

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Topics: Business Value, Benchmarking, valuation

Ideas Without Action? You’re Not Alone.

Posted by FP Transitions on Jun 15, 2023 12:34:49 PM

Procrast Blog (1)

Great opportunity comes often with great risk. But just as importantly, and far more prevalently, everyday challenges wear on us, too. How many times have you had the same conversation with a client about opening that 529? Or upping that 401k contribution? They want to do it – so they say – but they keep showing up for meetings without having done it.

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Topics: Succession Planning, Business Value, Transition Plan, Continuity, Sustainability, Leadership, Valuation & Appraisal, KPI, marketing, valuation