Tag: Business Valuation
What Is Your Business Really Worth and How to Increase It Before You Exit (Ep. 28 | Pt. 4)

What Is Your Business Really Worth and How to Increase It Before You Exit (Ep. 28 | Pt. 4)

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Most business owners assume they know what their company is worth, but that number is often far from reality.

What factors actually influence value, and how can small changes today impact what you walk away with later?

In this episode, Dan Reese continues the business exit series, breaking down how business owners can better understand valuation and prepare for a future exit. He explains the role of EBITDA, the risks buyers evaluate, and how leadership depth and systems impact value.

The conversation also highlights emotional bias in pricing and practical ways to strengthen a company over time. Listeners will learn how consistent improvements and proper planning can help support stronger outcomes when it matters most.

Key takeaways:

  • Why many owners misjudge their business value and how a proper valuation helps establish a clearer baseline
  • How emotional attachment can distort pricing expectations and may negatively impact decision-making
  • Why building leadership depth can help reduce perceived risk and increase appeal to potential buyers
  • How EBITDA adjustments provide a clearer view of profitability beyond tax-driven accounting choices
  • Why buyers scrutinize systems, customers, and financials, and what that means for preparation
  • And more!

Resources:

Connect with Dan Reese CFP®:

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What’s Your Number? The Key to Selling Your Business Without Regret (Ep. 27 | Pt. 3)

What’s Your Number? The Key to Selling Your Business Without Regret (Ep. 27 | Pt. 3)

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Thinking about selling a business is one thing; knowing what you actually need from it is another.

How do you move from guessing a number to having greater clarity about your financial future and lifestyle?

In this episode, Dan Reese breaks down Part 3 of the business exit series, focused on defining “your number” through personal financial planning. He explains how business owners can identify their true financial needs, account for concentration risk, and understand the gap between what they have and what they may need. The conversation also highlights the importance of tax planning, building the right advisory team, and preparing well in advance to help reduce the likelihood of costly mistakes and uncertainty.

Key takeaways:

  • Why business owners should not rely on rough estimates when deciding how much they need from a sale
  • How personal financial planning can reveal true lifestyle costs and hidden benefits from a business
  • The role of concentration risk when most wealth is tied to a single company asset
  • Why taxes and deal structure can significantly reduce what you actually receive after a sale
  • How having the right team helps improve clarity and support more informed decision-making
  • And more!

Resources:

Connect with Dan Reese CFP®:

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Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)

Value Acceleration vs. Succession Planning for Business Owners (Ep. 25 | Pt. 1)

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Thinking about stepping away from your business someday? The real question is whether you are preparing to leave or preparing to grow.

In this episode, Dan Reese, CFP®, kicks off a multi-episode series on exit planning for business owners. He introduces the concept of value acceleration as a proactive alternative to traditional succession planning and explains why many owners may overestimate what their business is worth while underestimating how much they rely on it financially. Dan breaks down the three legs of the stool, business value, financial planning, and personal purpose, and outlines practical first steps that may help strengthen each area before making any exit decisions.

Key takeaways:

  • Why value acceleration differs from simple succession planning for business owners
  • How most owners misjudge business value and overlook financial blind spots
  • The importance of recurring revenue, leadership depth, and reduced buyer risk
  • Why personal planning is critical to help avoid dissatisfaction after exiting
  • Practical first steps, including business valuation and financial planning review
  • And more!

Resources:

Connect with Dan Reese CFP®:

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