As an industry veteran, what are the most significant changes you've observed in business valuing and selling strategies? What are your strategies in the process in which a business transforms from being an asset for sale to an entity buyer's approach? Join Dave this week as he engages in an enriching discussion with John Barnes. John is the Co-founder and CEO of Pendleton Street Business Advisors. He focuses his time on helping clients navigate change, determine drivers of business value, identify goals, and work through “make or break” financial decisions in their businesses. He is also a member of the firm’s investment committee. John’s career began in 1999 at Wachovia Bank, where he spent 8 years learning how to work and how to grow into increasing levels of leadership. This experience took him to WHM Capital Advisors in 2007 where he achieved the title of COO. In 2013, he co-founded Pendleton Street Business Advisors.   Connect with John via LinkedIn at https://www.linkedin.com/in/%F0%9F%93%88john-barnes-aa22747/ or visit his company's website https://www.pendletonstreetadvisors.com/  In this episode, they will touch on such topics as:The Financial Gears of a Business: Going beyond the numbers and understanding the strategies to overcome financial challenges.The Entrepreneur-Investment Dynamic: The importance of business owners viewing their companies as investment opportunities and focusing on enhancing value.Alignment of Growth, Timing, and Financial Goals: Why it's key for business owners to sync their growth plans and financial needs with a target valuation.Ad-backs and Tax Code Complexity: How to discuss with your CPAs about the impact of their tax-saving strategies on the business's valuation when it's time to sell. There's a big difference between income tax and capital gains treatment.Businesses being Bought vs. Sold: How to encourage clients to think about their businesses as an investment and focus on increasing the value so that buyers will approach them, instead of putting the business up for sale.Mathematically Defensible Valuation: How to determine a target valuation and work with advisors on the financial record keeping needed to support and defend that valuation.Financial Record Keeping: How clients evaluate their current bookkeeping and decide if they need to level up to a larger accounting firm.P.S. Subscribe, rate, and review HereAnd, if you like what you hear from the host, Dave Kittle, then it's possible that he and his team, The Fieldmaker Group, may be interested in acquiring some or all of your physical therapy practice.Connect with him on:Email: [email protected]: @davekittleLinkedIn: https://www.linkedin.com/in/davekittle/orCall (646)-781-8884 Hosted on Acast. See acast.com/privacy for more information.

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