Business Valuation, Inc

Our team of valuation experts is available for speaking engagements on various topics, including business valuation, preparing a business for sale, and more. Whether you're hosting a conference, a business workshop, or an industry panel, our speakers provide practical insights tailored to your audience. With real-world experience and a deep understanding of valuation strategies, our professionals can help business owners, financial professionals, and industry leaders navigate key valuation concepts with clarity and confidence. Interested in booking a speaker or learning more? Visit our website and fill out the form on our 'Request a Speaker' page today! https://lnkd.in/e66ZZxKr #BusinessValuationInc #bvi #ValuationExpert #BookASpeaker

As a wealth manager or legal advisor guiding business owners, you understand that succession planning is one of the most significant transitions in their journey. Your role in ensuring a seamless process hinges on accurate business valuation—a cornerstone for strategic and confident ownership transitions. Beyond determining the business’s current worth, precise valuation clarifies future growth potential, uncovers potential risks, and optimizes tax strategies. It equips your clients with the insights needed to build a robust succession plan and confidently navigate the complexities of ownership transition. A well-structured valuation isn’t just a number—it’s a roadmap for informed decision-making, whether owners pass the business to family, sell to a third party, or transition leadership internally. With a clear valuation strategy, business owners can ensure continuity, maximize value, and secure their legacy for the next generation. Follow the link below to learn more about the role of business valuation in successful succession planning. https://lnkd.in/eHeAmm2N #BusinessValuationInc #valuation #litgiationsupport #advisoryservices

As a legal professional managing cases or a wealth manager overseeing transactions that require precise and reliable business valuations, staying informed on the latest valuation strategies and industry trends is crucial to delivering exceptional service and expertise to your clients. We’re thrilled to present the latest edition of our BVI newsletter, featuring insights into business valuation methods, industry trends, and expert perspectives. Designed for attorneys and wealth managers, it delivers the essential knowledge to navigate the ever-evolving field of valuation. Click to download our latest publication: https://lnkd.in/ekqk2B-W #BusinessValuationInc #LegalProfessionals #WealthAdvisors #BusinessOwners #BusinessValuation

?????????? ?????????????????? ??????????: ?????? ???????????????? ?????? ?? ???????????????? ?????????????????? As a legal or financial advisor, staying at the forefront of client guidance requires understanding the critical moments when a business valuation is essential. Whether for estate planning, strategic growth, or succession planning, an up-to-date valuation is more than just a figure—it’s a strategic tool for informed decision-making and sustainable success. Explore key triggers that underscore the importance of maintaining current valuations. Access the full article or video for deeper insights! https://lnkd.in/dzJf54R9 #BusinessValuationInc #businessvaluation #estateplanning #successionplanning #wealthmanagement

As the year draws to a close, the team at Business Valuation, Inc wants to take a moment to express our appreciation for the collaboration and support we’ve experienced together. Whether we’ve worked side by side on projects or simply shared in the spirit of progress, we value every connection and look forward to what the future holds. The holiday season is a perfect time for reflection, renewal, and anticipation of new possibilities. ? We wish you and your families all a time of peace, joy, and fulfillment. May the coming months bring fresh opportunities and continued growth. Here's to the shared successes, moments of growth, and the exciting endeavors that lie ahead. Happy holidays and happy new year! https://lnkd.in/ekW9VqHJ #BusinessVauationInc

Join the Estate Planning Council Of Northeast Florida for an engaging lunch and learn session titled The Devil is in the Details – What to Advise Clients About in 2025, moderated by Bill Sorenson, Managing Director of Business Valuation, Inc. This insightful program will feature a distinguished panel of experts, including Robert Trudeau from Purcell Flanagan Hay & Green, Peter Blumeyer from Holland & Knight, and Jeff Newman MBA, CFP? from Jones Lowry, offering invaluable guidance on this critical topic. The event starts with lunch and networking at 11:30 AM, followed by the program from 12:00 PM to 1:00 PM. Be sure to RSVP by Monday, November 25th, at NEFepc.org. Attendance is free for Estate Planning Council members with an RSVP, while non-members can attend for $25

Last week, the Business Valuation, Inc team joined board member Melissa Ann Lockhart, CPA/ABV in a telethon to support Changing Homelessness . Special thanks to Frances, Serxhi, Joy, Bill, and Mac for dialing up donations, along with all those who called in. In just two hours, the team raised over $3,500, joining community leaders, including NFL Hall of Famer LeRoy Butler, to make an impact. Click here to learn more about Changing Homelessness: https://lnkd.in/eE39Pk8G #ChangingHomelessness #BVI #BusinessValuationInc #HeritageCapitalGroup

As a legal professional, wealth advisor, or business owner, understanding the nuances of business valuation is critical for providing clients with the best possible outcomes. Staying current with valuation strategies and industry trends is essential to maintaining an edge in this evolving field. We are excited to share our latest Business Valuation Insights newsletter, which covers essential topics such as valuation methods, industry shifts, and expert perspectives. It's a valuable resource designed specifically for professionals like yourself who want to stay ahead in this dynamic field. Click to download our latest publication:?https://lnkd.in/eJcMVZGy If you have any specific topics you'd like us to explore or any questions, feel free to reach out—we're here to support you and help bring added value to your practice. #BusinessValuationInc #LegalProfessionals #WealthAdvisors #BusinessOwners #BusinessValuation

Heritage Capital Group and Business Valuation, Inc are proud to sponsor the upcoming Changing Homelessness 'Make the Call' telethon on October 10th. Dawn Gilman, CEO and Ywana Allen of Changing Homelessness were joined by Jacksonville native and Pro Football Hall of Fame safety, LeRoy Butler, to personally thank Heritage and BVI for their contribution. Changing Homelessness is a non-profit organization that works to prevent and end homelessness in Northeast Florida. Through partnerships with over 50 agencies, they provide housing services, manage data systems, and advocate for solutions to homelessness, particularly for veterans and families. The organization coordinates community resources and raises awareness to create lasting change. Tune into the 'Make the Call' telethon on Oct 10th from 8 am-6 pm on First Coast News or call in a donation at 904-516-2551. #MakeTheCall #ChangingHomelessness #GiveBackJax #HeritageCapitalGroup #BusinessValuationInc

In today's competitive landscape, enhancing operational efficiency and delivering maximum value to customers is essential. Value stream analysis is your key to achieving this. This powerful tool helps pinpoint inefficiencies, eliminate waste, and ensure every step in your process adds value. By streamlining processes, businesses can spot bottlenecks, increase productivity, and boost customer satisfaction through faster, high-quality product delivery. Align your activities and resources with your company's strategic goals and foster a culture of ongoing optimization and innovation. Value stream analysis promotes cross-functional collaboration, enabling better teamwork and uncovering valuable insights. Leverage data-driven decisions to cut operational costs, reinvest savings, and stay ahead of the competition. Ready to streamline your success? Click the link below to discover how value stream analysis can boost efficiency and enhance value in your business operations https://lnkd.in/eYfVvHC4 #BusinessOptimization #ValueStreamAnalysis #ContinuousImprovement #Efficiency #CustomerSatisfaction #OperationalExcellence #Agile #Lean #Productivity #BusinessStrategy