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Hi Welcome to ValuationPodcast.com - A podcast and video series about all things related to business and valuation.\xa0 My name is Melissa Gragg, a company valuation expert in St. Louis Missouri. \xa0
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During this episode we will discuss Mergers & Acquisition: Creating Value Before the Transaction with Stephen White, an ESOP valuation expert and bankruptcy expert in Montclair New Jersey. \xa0
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Welcome Stephen!!\xa0 \xa0
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1. Covid created havoc in a number of industries and professions. The M&A space was not immune. Where are we currently in this space?\xa0
2. How much of the current M&A activity would you say involves mid-market size companies?\xa0
3. Is there an industry that you have come across that seems to be the most active?\xa0
4. Would you say the reason for the activity in those industries is because of synergies?\xa0
5. There are two types of synergies, combinational and transformational synergies. How do you differentiate between the two and how could they have an impact on deal price?\xa0
6. As a valuation expert, what do you see, or notice is the biggest concern as it pertains to synergies?\xa0
7. To avoid potential challenges, what have you seen as the main issues when assessing synergy potential in deals?\xa0
8. Staying with value. Value is something that is discussed and tossed around a lot in the discussion of M&A. From your expertise in valuating companies, how does a company build value?\xa0
9. How does debt effect ROI (return on investment)?\xa0
10. Some owners prefer to avoid borrowing so they can avoid paying interest to a bank. As a privately held business owner, is there any risk in this type of thinking?\xa0
11. Does growth automatically create value?\xa0
12. When valuing a company, how do you assess value creation?\xa0
13. Strategic planning, is that something that can help build value?\xa0
14. Once you have a game plan on how to build value, the next question should be, how do you measure value?\xa0
15. Of the three most recognized valuation approaches, which do you prefer to use in a M&A valuation and why?\xa0
16. Fairness Opinions are often used for public companies. Is it used for private company transactions?\xa0
17. Who prepares the Fairness Opinion, what actually goes into this letter and is there a cost?\xa0

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Melissa Gragg
CVA, MAFF, CDFA
Expert testimony for financial and valuation issues
Bridge Valuation Partners, LLC
melissa@bridgevaluation.com
http://www.BridgeValuation.com
http://www.ValuationPodcast.com
http://www.MediatorPodcast.com
Cell: (314) 541-8163

Stephen A White
CVA, Managing Partner
Valuation Analyst
Onyx Partners Group
stephen.white@opgbv.com
https://opgbv.com
516 Bloomfield Avenue | Suite 6 | Montclair, NJ 07042\xa0
office: 973.902.7828 | cell: 973.310.2528