ValuationPodcast.com - A podcast about all things Business + Valuation.

Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide divorce valuation and mediation services in St. Louis Missouri.

Today we will discuss Active and Passive Appreciation of Separate Property in Divorce with Dr. Ashok Abbott, an associate professor of finance at West Virginia University and founder of Business Valuation, Inc. where he provides value by determining statistical significance, validating economic models, establishing causality, and providing rigorous empirical analytical support.

Welcome Dr. Abbott!!

We are going to discuss an interesting topic in valuation and divorce, so let’s start with some simple terms so everyone can understand the significance of your research paper and analysis.

1. Let’s start a general discussion about divorce and how we divide and distribute the marital estate – what are the four questions we should consider?
2. Is it in fact property?
3. Is the property marital or nonmarital?
4. How much is the property worth?
5. How much of the property does each spouse get?
6. In a divorce, how do you determine if property is marital or separate?
7. Can you explain to us how marital property is distributed in a community property state? (Arizona, California, Idaho, Louisiana, Nevada, New Mexico, Texas, Washington & Wisconsin)
8. What does it mean to have an “equitable distribution” of marital property?
9. What is active appreciation in an asset or business?
10. What is passive appreciation in an asset or business?
11. Why do we care whether a business has active or passive appreciation during a divorce?
12. You wrote a research paper titled Passive Appreciation in Divorce: A Quantitative Measure. Tell us more about this research and why this is an important topic for valuation experts.
13. How do you determine what affect the passive factors have on a business valuation?
14. Do you have any past cases where separating the martial assets difficult?
15. How can a business valuation expert utilize your research? Can this method of quantifying the passive appreciation be used in court?
16. Tell us more about you and your company!

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[email protected]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163

Dr. Ashok Abbott
PhD
Business Valuation LLC
2014 Glenmark Avenue Morgantown, West Virginia 26505
P: (304) 293-7886
F: (304) 599-7250
E: [email protected]

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, a company valuation expert in St. Louis Missouri.
During this episode we will discuss Mergers & Acquisition: Creating Value Before the Transaction with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey.
Welcome Stephen!!

1. Covid created havoc in a number of industries and professions. The M&A space was not immune. Where are we currently in this space?
2. How much of the current M&A activity would you say involves mid-market size companies?
3. Is there an industry that you have come across that seems to be the most active?
4. Would you say the reason for the activity in those industries is because of synergies?
5. There are two types of synergies, combinational and transformational synergies. How do you differentiate between the two and how could they have an impact on deal price?
6. As a valuation expert, what do you see, or notice is the biggest concern as it pertains to synergies?
7. To avoid potential challenges, what have you seen as the main issues when assessing synergy potential in deals?
8. Staying with value. Value is something that is discussed and tossed around a lot in the discussion of M&A. From your expertise in valuating companies, how does a company build value?
9. How does debt effect ROI (return on investment)?
10. Some owners prefer to avoid borrowing so they can avoid paying interest to a bank. As a privately held business owner, is there any risk in this type of thinking?
11. Does growth automatically create value?
12. When valuing a company, how do you assess value creation?
13. Strategic planning, is that something that can help build value?
14. Once you have a game plan on how to build value, the next question should be, how do you measure value?
15. Of the three most recognized valuation approaches, which do you prefer to use in a M&A valuation and why?
16. Fairness Opinions are often used for public companies. Is it used for private company transactions?
17. Who prepares the Fairness Opinion, what actually goes into this letter and is there a cost?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[email protected]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163
Stephen A White
CVA, Managing Partner
Valuation Analyst
Onyx Partners Group
[email protected]
https://opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042
office: 973.902.7828 | cell: 973.310.2528

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Hi, welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I’m a financial mediator and business valuation expert in St. Louis, Missouri.
Today we’re discussing the Intricacies of Intellectual Property in Business Valuation with Michael Koeppel. With three decades of expertise, Mr. Koeppel has encountered a diverse array of industries, with a primary emphasis on technology, manufacturing, and service sectors. In 2012, Lakelet Advisory Group LLC was founded to concentrate on organizations undergoing turnaround situations.
1. What makes Intellectual Property so complex and unique compared to other types of Business Valuation?
2. Intellectual Property (especially patents) are typically tied to a person. How do you quantify the market value or future income on something like this?
3. Intellectual Property valuations are very similar to startups. How?
4. Given the complexity of IP in terms of regulatory authorities in the law, how might you mitigate ensuring that the intellectual property is valid from that perspective?
5. How do you address international patents?
Melissa Gragg CVA, MAFF
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[email protected]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
https://www.valuationmediation.com
Cell: (314) 541-8163
Michael Koeppel
https://www.lakeletag.com/
Cell: 716-984-5303
Email: [email protected]
https://www.linkedin.com/in/michaelkoeppel/

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I am a valuation expert and divorce mediator in St. Louis Missouri.

Today we will discuss “How to Find Hidden Assets or Understated Income in Divorce Cases” with Leah Weitholter, a forensic accountant, certified fraud examiner and private investigator in Tulsa, Oklahoma.

Welcome Leah!! Thanks for joining us today!

So let’s get right into it because this is a very interesting topic involving mistrust, money and love, better known as divorce.

1. How would you describe what you do as a forensic accountant in a divorce case?
2. Why would someone need to hire you or a private investigator - if they were getting divorced?
3. How do you help people get prepared to get divorced through your course and notebook, “Find Money in Divorce”?
4. So what kind of financial information or documents should people start to collect as they prepare to file for divorce?
5. What are some things people should look for when reviewing their own bank statements or financial documents?
6. How do you find hidden assets – and what could be an example of a hidden asset?
7. What is understated income and why is it important in a divorce case?
8. What was one of your craziest cases and did you find the hidden assets?
9. Tell us more about your company Workman Forensics and all of the various services you provide.

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[email protected]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163

Leah Wietholter
MBA, CFE, PI
Managing Director
Workman Forensics
(918) 574-6616
[email protected]
www.workmanforensics.com
https://www.linkedin.com/in/leah-wietholter-cfe-pi-33557815 https://twitter.com/wforensics

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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation. My name is Melissa Gragg, and I provide online valuation services for mediation and litigation, based in St. Louis, Missouri.
Today we will be discussing Pandemic Economy and Divorce with Josh Shilts and Patrick Kilbane.
Joshua’s practice is focused complex financial matters and disputes. He is a frequent lecturer on a variety of forensic accounting matters. He has been involved with hundreds of forensic investigations dealing with matters involving personal and business disputes as well as the identification and mitigation of fraudulent activities. Mr. Shilts has provided expert testimony in commercial and family matters surrounding business valuation, economic damages, fraud and other applicable disciplines surrounding economic and accounting issues. He has been qualified as an expert and testified in State and Federal courts. Josh is a forensic valuation expert and offers tax advice in the state of Florida.
Pat is a wealth advisor with nearly a decade of experience in helping clients coordinate their wealth management plans. Further, he is the General Counsel for Ullman Wealth Partners. He handles all legal issues for the firm and points clients in the right direction regarding any legal issues they may have. Pat is the Director of Divorce Advisory Group. In this role he assists, guides, and supports our clients before, during, and after they begin the dissolution of marriage process. He ensures our high-net-worth clients make wise financial decisions at all stages of the divorce process. By leveraging Pat’s wealth of family law experience and his Certified Divorce Financial Analyst designation, clients of Ullmann Wealth Partners have additional resources, confidence, and knowledge as they navigate the divorce process.
Welcome Josh and Patrick!

1. How have you seen divorce shift during the pandemic?
2. What are some interesting economic factors you have seen influence business valuations in divorce?
3. Have you seen supply chain issues affecting cost of goods sold or inventory in business valuations for divorce?
4. Should we be preparing for a correction in the market?
5. When one or both spouses are business owners, how does capital gains affect a divorce?
6. Typically, what is a financial neutrals role in a divorce case? Does the role change if the divorce is in mediation or litigation?

Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
[email protected]
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163
Josh Shilts
CPA/ABV/CFF/CGMA, CFE
www.ShiltsCPA.com
[email protected]
(844) 850-6166 x101
Patrick J. Kilbane
General Counsel & Wealth Advisor
Ullmann Wealth Partners
1540 The Greens Way │ Jacksonville Beach, FL 32250
P: 904.280.3700 │ F: 904.280.3785
ullmannwealthpartners.com
[email protected]

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