On each short episode, I cover key valuation topics – everything from discounts and DCFs to buy-sell agreements, valuation in divorce, and gifting shares to family. Main sections:
Browse by Main Valuation Topics
Wrapping up the Valuation Process (coming May 2026)
Specifics of different Purposes (coming soon)
Foundational Elements
1. What is Business Valuation
What is a Business Valuation, when it’s needed, and why it’s relevant for businesses of all sizes.
2. Valuation Purposes
The main reasons for doing a Business Valuation.
3. Standards of Value
Did you know that the same company can have 3 different values? What are the main Standards of Value in Business Valuation?
4. Premise of Value
What does Premise of Value mean, and what are the two Premises of Value?
5. The three main approaches to Business Valuations.
The three main approaches to Business Valuations: Asset, Income, and Market.
6. Defining the Valuation Engagement
What are the things that need to be considered before a Business Valuation and included in an Engagement Letter?
7. Types of Valuation engagements and reports
What are the types of Valuations and Reports? From a checkup to a full-blown exam.
Analysis
8. Customer Information needed for a Business Valuation.
What is the information that the customer needs to provide for a proper Business Valuation?
9. Normalizing Financial Statements
Do you know what Normalizing Financial Statements is? You will…in 90 seconds. I also explain why we do it!
10. Financial Analysis (Part 1 of 2)
What do we look for when analyzing a company’s financials in a valuation (Part 1 of 2)?
11. Financial Analysis (2/2) - Benchmarking
This episode discusses how we benchmark the financials of the company against industry standards and the impacts thereof on the valuation.
12. Economic analysis in Business Valuation
Why must we perform an ECONOMIC ANALYSIS when doing a valuation, what we’re looking for, and how does it impact the valuation?
13. Industry Analysis in Business Valuation
Why the Professional Standards of a Certified Valuator mandate an Industry Analysis, how s/he goes about it, and the big impact it has on a Valuation.
Market Approach
14. Guideline Public Company (GPC) Method
On this episode, we start exploring the actual Approaches and Methods we use to come up with a Company’s value. Starting with the Market Approach and its Guidelines: Public Companies Method!
15. Guideline Transactions (GTM) Method
The Guideline Transactions Method, or how we use Multiples found in transactions of comparable companies to find value indications for the company being valued.
16. Sources of Information in Business Valuation
Sources of Information is meant to give you an idea of where you can find the sources for the research a valuator must do.
Income Approach
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17. Introducing the Income Approach to Business Valuation
The first of several videos on this topic.
18. Selecting the right level of Income
Selecting the right Income Level to use on the Income Approach for valuing a Business.
19. Using Historical Data vs Projections
When to use historical Financial data or Financial Projections in the Income Approach, and what to do with it.
20. Cost of Equity
Before you apply the Income Approach, you have to determine the Cost of Capital. The first step is shown on this video – how to calculate the Cost of Equity.
21. WACC
How to Calculate the Weighted Average Cost of Capital, or WACC. This is the weighted average return expected by both Equity and Debt holders.
22. Data sources for the WACC components
Learn sources for Risk-free rates, Equity Risk premium, Betas, Industry Risk premiums, Debt/Equity ratios, Effective Tax rates, Size premiums, and CSRP.
23. The Company-Specific Risk Premium
The Company Specific Risk Premium is where valuations often fail under scrutiny. This video explains how to do it right.
24. Discount and Capitalization rates
Is it a Discount rate or a Capitalization that we use in a Valuation? This video explains the difference between the two and when to use each.
25. Building Financial Projections
Who owns them? Management or the Valuator? The most important principles when building them. Their basic mechanic.
26. The Single Period Capitalization Method
This Method simultaneously projects cashflows that go one forever at a certain growth rate, and discounts it to the “present” moment. Learn when and how to apply it
27. The Discounted Cash Flows Method
The Discounted Cash Flows Method discounts Projected Cash Flows to the “present” moment. This video discusses when and how to apply it.
28. The Terminal Value
This video teaches three ways to arrive at the Terminal Value at the end of a DCF model.
Asset Approach
29. Introduction to the Asset Approach
This video introduces the Asset Approach in Business Valuations and its two main Methods. Also explains the Book Value Method.
30. The Adjusted Net Asset Value Method
This video explains how we change book values to arrive at the Market Value of Assets and Liabilities and the Adjusted Net Asset Value.
31. The Excess Earnings Method
A hybrid Method that applies components of the Income and Asset Approaches, the Excess Earnings Method is still used to determine the value of Intangible Assets. But there is controversy around it.
32. Valuing Intangible Assets
This video shows several Methods to Value Intangible Assets.
Discounts and Premiums
33. Introduction to discounts and Premiums
Introduction to the three main types of Discounts and Premiums, DLOC, DLOM, and…Other.
34. DLOC - 1/2 - Gathering and treating data
How to obtain and treat data for the Discount for Lack of Control, DLOC.
34. DLOC - 2/2 - Criteria for Selecting DLOC
Discusses three criteria to be considered when selecting the DLOC.