Find partners
Business Valuation... Real Talk

Business Valuation... Real Talk

Hosted by Stephen White

Episodes

35

Latest episode

Aug 2026

Language

EN

About the show

Each episode of the Business Valuation Real Talk podcast will cover an aspect of the business valuation world from mergers and acquisitions to financing, structuring a family limited partnership through estate planning, practice management and a variety of other relevant topics. The conversations with subject matter experts will provide in-depth discussions, looking at past case studies to provide some context. Mostly, the aim here is to educate the business community in business valuation but there is something here for even the most battle-hardened investment bankers, private bankers, attorneys, accountants, and M&A experts. Each episode features a different industry expert or practitioner, with a new episode added once a month.

Listen to episodes

35 recent
August 1, 2026Episode 3530 min

Private Equity M&A, is it smoke and mirrors or is it real for Middle Market Companies

Send us Fan Mail The US Private Equity Activity increased during the month of June, in comparison to not only its prior month but year over year growth. So does this mean that the growth in the M&A market, that we have been waiting on for over 13 months, has finally arrived?

June 22, 2026Episode 3427 min

How AI is increasing Middle Market Company Value

Send us Fan Mail Whether it is a generative AI, MLA (machine learning applications) or AI enabled productivity, these tools have influenced the financial and strategic drivers of valuations and quiet honestly, here at OPG, it has literally reshaped the M&A transaction dynamics.

May 22, 2026Episode 3331 min

Middle Market Valuations: Control the controllable and manage the things that you cannot

Send us Fan Mail 2026 has brought the same old story lines which continue to be a factor in the growth of various industries. With new and interesting challenges that seem to pop up every single day. Companies need to control the things you can control and manage the things you cannot.

April 1, 2026Episode 3230 min

Bankruptcy as an option, can provide you more than you think!

Send us Fan Mail Privately Held middle market companies have seen bankruptcies surged in 2025, reaching the highest levels since the Great Recession, with over 700 U.S. corporate filings driven by high interest rates, inflation, and yes, tariffs. This upward trend is expected to continue through early 2026, with industrial and consumer discretionary sectors facing the highest distress.

March 1, 2026Episode 3126 min

The Ultimate Chess Board of Tariffs

Send us Fan Mail Recent updates to US tariffs on imports from China and our North American trading partners (Mexico and Canada), as well as reciprocal global tariffs on other countries, along with retaliatory tariffs, may cause uncertainty in the markets and supply chain disruptions that can significantly affect US businesses and your valuations.

January 30, 2026Episode 3036 min

Is there a need to have business valuation now?

Send us Fan Mail We are amid the greatest tailwind since 2019, yet it seems different this time around. The stock market is at an all time high. Interest rates went through three rate cuts leading into 2026 and AI has been the forefront of growth for middle market companies. Yet, having a business valuation is more important today than it has been in years past.

December 30, 2025Episode 2924 min

Valuations – The Gift That Keeps Giving

Send us Fan Mail What a valuation provides is a roadmap for future success, The future of securing funding, the future of having fair partner agreements, and a future for ensuring business longevity beyond the owner's tenure. A valuation is proactive tool, not just for a business transaction, it provides an objective benchmark for performance and value creation over time.

December 1, 2025Episode 2838 min

Why Not Now?

Send us Fan Mail Having an accurate valuation for your company, your estate or your exit strategy is critical. If not done correctly it could cost, you or your family in the end, thousands if not millions of dollars. This month, we will discuss the importance of having a valuation for either Gift & Estate planning, exit strategy platform ESOP or for an M&A transaction.

September 23, 2025Episode 2727 min

Tick Tock Valuations, Something Has to Give!!

Send us Fan Mail The clock is ticking! We are in the final stretch of 2025 and valuations still have the same challenges as it was at the beginning of the year: market volatility – interest rates – inflation – and those three themes have one thing in common for valuations in these areas of M&A, ESOPs and Gift & Estate – Uncertainty!!

July 28, 2025Episode 2644 min

An ESOP Company: The story behind starting and growing an ESOP Company

Send us Fan Mail In this episode, we are going to talk about what happens when a company makes the exciting decision to become an employee-owned company with Christopher Czyryca. Mr. Czyryca is the President of Collaborative Testing Services; Inc. CTS is a company that runs interlaboratory programs; these are quality assurance tools for testing in measurements laboratories.

Is this your show?

Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.

Claim this listing

More Business podcasts