Business Valuation

• 

  Is Your Charlotte Buy-Sell Funded? Why It’s Critical for Partners

  Tags: Business Partnership, business risk management, Business Valuation, buy-sell agreement, Charlotte Business Owner, Charlotte financial planner, Charlotte NC Financial Planner, Disability Insurance, Funding Buy-Sell, Life Insurance, NC financial planner, Partnership Agreement, Portus Wealth Advisors, Shareholder Agreement, Succession Planning
• 

  Understanding What Your Charlotte Business is Really Worth

  Tags: Business appraisal, Business Strategy, Business Valuation, Business Value Drivers, Business Worth, Charlotte Business Owner, Charlotte financial planner, Charlotte NC, Charlotte NC financial planning, exit planning, Financial Advisor, NC financial planner, Portus Wealth Advisors, Professional Appraisal, selling a business
• 

  5 Steps To Prepare Your Charlotte Business For A Successful Sale

  Tags: Business Exit Planning, business transition, Business Valuation, Charlotte business advisor, Charlotte NC business sale, Exit Strategy, M&A preparation, Maximize Business Value, Portus Wealth Advisors, prepare business for sale, selling a business
• 

  Estate Planning For Business Owners | Charting Opportunities

  Tags: Appraisal, Asset management, Asset protection, Beneficiaries, Business appraisal, Business owner estate planning, Business structure, Business succession, Business transfer, Business Valuation, Buy-sell agreements, Charitable trusts, Charlotte, Charlotte financial planner, Charting Opportunities, Donor advised funds, Erin Patterson, Estate administration, estate planning, Estate planning attorney, Estate tax, Exit Strategy, Family business, financial advisors, Financial Planning, Financial power of attorney, Gifting, Healthcare power of attorney, Holding companies, Investment management, Irrevocable Trust, John Sanders, Key stakeholders, legacy planning, Legal documents, Lifetime exemption, NC, NC financial planner, Non-voting shares, Operating agreements, portus wealth, Portus Wealth Advisors, Powers of attorney, Probate, Reviewing estate plans, Revocable Living Trust, Shareholder agreements, Spousal Lifetime Access Trust (SLAT), Succession Planning, Tax Cuts and Jobs Act 2017, Tax law, Tax planning, Trust funding, Trusts, Updating estate plans, Wills
• 

  Selling Your Business to Private Equity | Charting Opportunities

  Tags: business acquisitions, business advice, Business Exit Planning, Business Interview, Business Valuation, Charlotte Business, Charlotte financial planner, Charting Opportunities, Construction Private Equity, Deal Flow, Deal Structuring, Dry Powder, due diligence, EBITDA, Entrepreneurship, Exit Strategy, Expert Insights, Financial Analysis, Financial Reporting, Fundraising, GEM Investments, Growth Strategy, Healthcare Private Equity, How to Sell Your Business, Industrial Private Equity, Investment Banking, Investor Relations, Jay Ripley, Leveraged Buyout (LBO), Local Private Equity, Market Trends, Maximize Business Value, Mergers and Acquisitions (M&A), middle market, NC financial planner, operational efficiency, PE Firms, PE Investors, Portfolio Companies, portus wealth, Preparing for Business Sale, private equity, Rollover Equity, Selling Your Business, Service Industry Private Equity, small business, Software Private Equity, Southeast Business, Valuation Multiples
• 

  Business Valuation And How To Increase It | Charting Opportunities

  Tags: ABV, ASA, asset based valuation, business brokers, Business Growth, Business Owners, Business Sale, Business Valuation, Charlotte, Charting Opportunities, corporate attorney, CPA, debt management, discounted cash flow, due diligence, Entrepreneurship, ESOP, exit planning, fair market value, financial advisors, financial buyers, Financial Planning, Financial Reporting, income approach, M&A, mergers and acquisitions, middle market, North Carolina, operational efficiency, Portus Wealth Advisors, private equity, Robert Snowden, small business, South Park Advisors, strategic buyers, strategic value, Succession Planning, valuation process, wealth management
• 

  Does Hiring A Fractional CFO Make Sense For Your Business?

  Tags: Accounting, Benefits of a Fractional CFO, Business Finance, Business Growth, Business Networking, Business Owners, Business Sale, Business Strategy, Business Success, Business Valuation, Cash Flow, CFO Services, Clean Financials, Do I Need a CFO?, EBITDA, Entrepreneurship, Financial Clarity, Financial Complexity, Financial Forecasting, Financial GPS, Financial Insights, Financial Management, Financial Planning, Financial Reporting, Fractional CFO, Fractional CFO Cost, Greg Brown (Cardinal Finance), Guest Speaker, HVAC Industry, Improving Profitability, Local Event, Managing Finances, Numbers Guy, Podcast, Practical Advice, Real World Examples, Scaling Business, Small Business Finance, Succession Planning, Tax Efficiency, Triple C's Barrel Room, When to Hire a Fractional CFO