Your host, Arthur Yon, talks with the Executive Director of Valuation Services at Haefele Flanagan, Dave Bookbinder. Dave's journey into the corporate finance world began in an investment bank, where he climbed the ladder from a valuation professional to a seasoned expert in raising capital, mergers and acquisitions, and asset securitization. His passion for valuation led him to specialize in this field, earning professional designations that solidified his expertise.

Dave emphasized that business valuation is a balance of risk and reward from the perspective of a buyer or investor. Sales growth, recurring revenue, margins, and customer concentration are pivotal factors influencing a business's worth. Understanding these elements is crucial for any business owner looking to maximize their company's value.

To learn more about Dave's work, click HERE and HERE.

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Want to learn more about Arthur's work at NEST Protection Plan? Check out his website at https://nestpp.com/.