This is Episode #4 and you’ll hear Host Jordan Rodriguez interview Shina Culberson, President of Quist Valuation. Listen to the audio episode on Apple Podcasts, Spotify, YouTube, and your other favorite podcast spots – Follow and leave a 5-star review if you’re enjoying the show!
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Learn more about Price Discovery: Money & Mindset
Price Discovery: Money & Mindset Episode #4: What Makes a Business Valuable? With Shina Culberson, Quist
How is a business' valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business owner journey, what goes into a business valuation, why business owners should care about their valuation, common mistakes that make businesses less attractive, and how much to focus on the business vs. in the business as a business owner. This episode covers everything from valuation to selling your business. Here’s a small sample of what you will hear in this episode:
What are the 4 phases of the business owner’s journey?
Has owner readiness gotten better or worse?
What goes into a valuation equation?
Why are some businesses less attractive?
What are the 3 gaps in the Discovery Phase?
Does Shina love her job?
What role does AI play in business valuations?
How does a business valuation work?
Connect with Shina at QuistValuation.com and on LinkedIn, and connect with Jordan at WSWealthManagers.com.
Check out the episode and show notes below for much more detail.
Show Notes
What Makes a Business Valuable? With Shina Culberson, Quist
[0:18] Welcome to Price Discovery: Money & Mindset
[0:46] Connect with Shina at QuistValuation.com and on LinkedIn, and connect with Jordan at WSWealthManagers.com
[1:40] What are the 4 phases of the business owner’s journey?
[7:08] What goes into a valuation equation?
[10:25] COVID-19
[12:32] What are the different types of valuations?
[14:21] IRSÂ (Internal Revenue Service)
[16:34] What are the 3 gaps in the Discovery Phase?
[23:01] What are some common mistakes that make businesses less attractive?
[28:24] Price Discovery: Money & Mindset Episode #3: Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI)
[29:19] Has owner readiness gotten better or worse?
[32:35] What’s Shina’s favorite part of her job?
[34:34] CEOÂ (Chief Executive Officer)
[34:55] What role does AIÂ (Artificial Intelligence) play in business valuations?
[37:44] Connect with Shina at QuistValuation.com and on LinkedIn, and connect with Jordan at WSWealthManagers.com
[38:00] Subscribe to Price Discovery: Money & Mindset on your favorite podcast platform and YouTube, and learn more about Jordan at WSWealthManagers.com
[38:01] Price Discovery: Money & Mindset is brought to you by Wernick Spear Wealth Managers and Chagrin Valley Business Strategies. Opinions expressed by Jordan and guests are their own and do not represent investment advice, solicitation, or the like.
What is Price Discovery: Money & Mindset?
Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers.
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