Kenneth B. Hoganson, Jr.

WhatIsMyBizWorth? Since 2018, Neri Capital Partners has completed over 750 comprehensive, affordable, and accurate business valuations. Whether you are planning to exit your business, or your wealth manager is preparing your exit plan, you should know WhatIsMyBizWorth. With the completion of your comprehensive valuation, you receive three market values: Asset, Equity, and Business Enterprise Values. In addition, you also receive 13 KPIs, which are compared to thousands of other NAICS codes that are the same as your businesses, using IRS anatomized data. Your KPIs comparison is shown as (i) overperforming, (ii) underperforming, or (iii) average for your market sector. Your business valuation report is presented to you by a Neri Capital Partners Advisor, with the opportunity to ask questions and/or make recommendations to increase the value of your business. [email protected] (800) 216-4819 x0 https://lnkd.in/g4g_WMiA https://nericap.com hashtag #businessowners hashtag #babyboomers hashtag #sellsideadvisory hashtag #wealthmangement

1

When’s the right time to discuss estate planning with clients? Get started today with these nine steps.

1

Receiving an unexpected offer to sell your business can be a thrilling yet nerve-wracking experience...but what does this mean in terms of an LOI and QofE? It was great to be a guest on Money-MattersTV.com with host Jim Butler, CFP, CEPA of Marcum Wealth and Michael Dever of Brandywine Asset Management to discuss what entrepreneurs face when transitioning ownership of their business and, especially, what it means when an unexpected offer comes knocking at your door. Watch the full episode: https://lnkd.in/e9-hFf23 #StrategicExitAdvisors #mergers #acquisitions #Scalability #InvestmentBanking

24

Selling your business is a big step. Make sure your financials are telling the right story. Proper preparation with the help of an M&A advisor can make a significant impact on your final sale price. Discover more tips here:

4

With a deep understanding of generational dynamics, Interchange Capital Partners helps family businesses navigate critical transitions. We work closely with you to help align your personal and business goals, while preserving the legacy you’ve worked so hard to build. Let’s discuss how we can support your family's future. #FamilyBusiness #BusinessConsulting #FamilyAdvisory

3

You have choices when it comes to selecting a consultant, but not all consultant firms provide the profound industry knowledge that the team at MTS offers. Discover how our team can help you by visiting http://www.mead-tech.com #Consulting #IndustryKnowledge #MTS #MortgageLending #CreditUnions #StrategicConsulting #FinTech #PurposefulInnovation

5

Powered by AVACF and Avance Gas's extraordinary cash generation + return to shhldrs ($3.50/shr divvy for 3Q24 announced this AM,) ExCap just blew through the 50% ytd gain mark. We use zero leverage, but hold very little cash (~3% of the portfolio today) and I don't gamble on non-income generators This "stuff" works. To be fair, it is freaking thunderdome out there in the mkts since DJT 2.0 was confirmed. But SPY is up 27.7% ytd and QQQ, surprisingly, is lagging with "only" a 25.1% gain ytd. We are winning handily. Getting de-platformed by failing financial media outlets has been the best thing for me and for ExCap. I am still, for the time being, accepting new asset mgmt clients Getting close to ExCap’s capacity, tho. So PM me for details ASAP. It just makes sense.

4

Calling all company leaders running their businesses on the EOS system or those looking to organize their business better! I'm excited to announce the start of a mastermind group specifically for us. EOS (Entrepreneurial Operating System) is a comprehensive business management system. It provides practical tools and concepts to help businesses achieve their vision, gain traction, and build a healthy, cohesive team. I run two businesses on EOS and self-implemented the system. While I’m not an industry expert or a professional implementer, I believe in the power of collaboration. Instead of paying $5-10k per day for an implementer, we can work together as leaders to solve each other's issues. Let's leverage our collective experience and support each other on our EOS journeys! If you're interested in joining this mastermind group, apply here: https://lnkd.in/gnCBkq8S #EOS #Traction #Mastermind #Leadership #BusinessGrowth #Collaboration #robbymademedoit

12

Last chance to register for today’s webinar with Ed Slott and myself, discussing how you can grow your wealth management business with tax management and unpack the new secure act final regulations!

7

Bernstein experts address some of the most common misconceptions around IRC Section 1202, also known as the Qualified Small Business Stock (“QSBS”) exclusion. Get the details:

3

🌟 Did you know? 🌟 National Grandparents' Day has been celebrated in the U.S. since 1978! This Sunday, September 8th, we will honor the wisdom, love, and support of all cherished grandparents. 💖If you are a grandparent, what's one piece of advice or wisdom you'd love to pass on to your grandchildren? Share in the comments below! ⬇️ #GrandparentsDay #Advice #Wisdom #CelebrateFamily

5

#Succession or Sale? - There are advantages to both. However, in either situation you must have a business worth passing along. How are your internal processes and how innovative is your technology? It will impact the business value and retention of team members.

3