Ghislain Gouraige, CEPA®, Partner at NewEdge Wealth, sits down with Paul Emrick, CFP®, CIMA®, CEPA®, Principal at NewEdge Wealth, who is a specialist in business valuation. The two unpack why understanding the value of your business is important, whether you're thinking about an exit, estate planning or future-proofing your company. In this episode, you'll learn why valuation is more than just a single number and what really drives it — from revenue growth and customer diversification to recurring income and succession planning. Paul breaks down the key levers that can increase your company's worth, explains how valuation ties directly into personal wealth planning and legacy decisions and shares the tools we use at NewEdge Wealth to assess value accurately and strategically. Whether you're building a company or preparing to exit, this conversation offers a real-world perspective on what it takes to navigate major business transitions. Want to learn more about the Onward series? Visit newedgewealth.com/onward.

Ver todos los episodios