Financial Metrics


risk-adjusted, risk-free rate, valuation, private company risk-adjusted, risk-free rate, valuation, private company risk-adjusted, risk-free rate, valuation, private company risk-adjusted, risk-free rate, valuation, private company


Private companies are valued based on a multiple of EBITDA, with the multiple typically being lower because they are considered riskier...

tax strategy, taxes, tax deduction, depreciation, cost segregation, accelerated depreciation tax strategy, taxes, tax deduction, depreciation, cost segregation, accelerated depreciation tax strategy, taxes, tax deduction, depreciation, cost segregation, accelerated depreciation tax strategy, taxes, tax deduction, depreciation, cost segregation, accelerated depreciation


CSSI's Jodi Nielsen and David Deshotels explain how to make use of cost segregation as a way to improve your cash flow. Listen to this...

valuation, value to owner valuation, value to owner valuation, value to owner valuation, value to owner


There are lots of valuation methods out there, but is any one of them the right fit for you? Here are some options you may not know about...

recast EBITDA recast EBITDA recast EBITDA recast EBITDA


Recasting EBITDA removes expenses that would not be incurred by a new owner. However, business sellers get carried away with the process...

recurring revenue recurring revenue recurring revenue recurring revenue


You can triple the value of your business simply by finding a source of recurring revenue. Loren Horsager gives examples of the various...

customer diversity customer diversity customer diversity customer diversity


Do you have a few large clients who drive all your sales revenue? What happens if one goes under? Having a larger portfolio of clients...

tax, taxes, tax reform tax, taxes, tax reform tax, taxes, tax reform tax, taxes, tax reform


The new tax laws can be quite confusing to navigate. Here are some key pieces you should know about before you start making major decisions.

Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes Podcast: Achieving Financial Freedom, from Start to Finish. An Interview with Marcelo De Fuentes


Marcelo De Fuentes takes us through his various enterprises and shows how through caring for his front line and the community around him,...

How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business How to Build Recurring Revenue: A Key to a Valuable Business


Our value driver series takes a deeper look at recurring revenue, the holy grail for business owners looking to have a valuable and...

The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business The Reasonable Payback Period for an Investment in a Small- or Medium-sized Business


What should you expect your payback period to be when you sell your small or medium business? You'll find this depends on a variety of...

Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow Podcast: Is Venture Capital Your Ideal Partner? Interview with Jeff Grabow


This podcast with Jeff Grabow takes you through the benefits of partnering up with a venture capitalist to grow your business. Sometimes...

Private Equity Groups Can Recognize Strategic Value in a Tech Company Acquisition Private Equity Groups Can Recognize Strategic Value in a Tech Company Acquisition Private Equity Groups Can Recognize Strategic Value in a Tech Company Acquisition Private Equity Groups Can Recognize Strategic Value in a Tech Company Acquisition


Instead of lagging behind and losing out on attractive deals, PEGs have come around to a new strategy that allows them to contend with...

Adding Value with The Triggering Event Adding Value with The Triggering Event Adding Value with The Triggering Event Adding Value with The Triggering Event


Learn what a Triggering Event means for your business and how to properly execute it to improve your business' function. By implementing...

Podcast: Save 80% in Taxes When You Sell Your Business, an Interview with Todd Ganos Podcast: Save 80% in Taxes When You Sell Your Business, an Interview with Todd Ganos Podcast: Save 80% in Taxes When You Sell Your Business, an Interview with Todd Ganos Podcast: Save 80% in Taxes When You Sell Your Business, an Interview with Todd Ganos


Let Todd Ganos guide you through the proper tax considerations before you sell your business. Reduce the amount you pay in taxes by 80% at...

4 Ways to Unlock Cash in Working Capital 4 Ways to Unlock Cash in Working Capital 4 Ways to Unlock Cash in Working Capital 4 Ways to Unlock Cash in Working Capital


There is a better valuation waiting to happen for your company if you can show better working capital. Here are some tried and true methods...

Excessive or Expected Costs: What SG&A Can Tell You About Your Business Excessive or Expected Costs: What SG&A Can Tell You About Your Business Excessive or Expected Costs: What SG&A Can Tell You About Your Business Excessive or Expected Costs: What SG&A Can Tell You About Your Business


Expenses are a normal cost of doing business, but how much is too much? Are you overpaying on taxes because you are unsure how to manage...

The Top 10 EBITDA Adjustments to Make Before Selling a Business The Top 10 EBITDA Adjustments to Make Before Selling a Business The Top 10 EBITDA Adjustments to Make Before Selling a Business The Top 10 EBITDA Adjustments to Make Before Selling a Business


Investment bankers conduct a comprehensive review of historical numbers to show a company in the best financial position possible when it's...

Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?! Forget About Business Value. What Are My Net Cash Proceeds?!


Understanding the value of your business is important, but even more important is determining the amount of cash that will land in your...

Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer Deal Structures Through the Eyes of an Acquirer


In many cases, the sellers of a business (and even their intermediaries) have no idea how buyers finance an acquisition, but a closer look...