Tag: Business Valuation
The Business Owner Opportunity (Mini Series Ep. 6)

The Business Owner Opportunity (Mini Series Ep. 6)

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Most small business owners work tirelessly for decades building something meaningful, yet many walk away with far less than they deserve. 

What separates those who capture real value from those who simply close their doors?

This week, Greg DuPont explores the hidden planning gaps that prevent business owners from realizing the full value of their life’s work. He reveals why most businesses under $10 million struggle to sell, how to structure exit strategies that actually work, and the critical conversations advisors must initiate to protect their clients’ legacies. Greg also shares the “bag of tricks” approach that helps attorneys and advisors ask the right questions at the right time.

Greg discusses:

  • Why most small business owners can’t sell their businesses for a reasonable value despite years of work
  • How to structure exit strategies using key employees and golden handcuffs to maintain continuity
  • The power of asking “What needs to happen in 5-10 years for you to be happy?” to transform planning
  • Why business owners view their companies as family, and how legacy thinking drives all decisions
  • The entity structure trap and how outdated business structures drain thousands in unnecessary taxes
  • And more!

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Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

Mastering Real Estate Valuations: Insights from Taylor Vick, CFA (Ep. 44)

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Is real estate still a good investment for your portfolio? 

Join Greg DuPont as he chats with Taylor Vick, Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management about the smart ways real estate can diversify your investments and provide significant returns. Get the scoop on valuing your assets and how ongoing valuations can play a game-changing role for your financial future!

Tune in to discover:

  • [00:01:29] Introduction to Taylor Vick and Blue Ridge Asset Management
  • [00:03:01] Exploring property management and real estate syndication
  • [00:05:54] Understanding business valuation and its cross-industry relevance
  • [00:09:56] The importance of defensible valuations for estate planning
  • [00:17:22] How exit strategies in real estate can maximize value
  • [00:23:21] Alternative investments: Real estate syndicates explained

This episode is jam-packed with actionable insights tailored for anyone navigating real estate investments and comprehensive financial strategies. 

Resources:

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About Our Guest: 

Taylor is the Director of the Commercial Real Estate division of Foothills and Blue Ridge Asset Management. Currently managing over $100 million in assets, Taylor leads Blue Ridge to create custom portfolios for investors to achieve their lifestyle goals.

Blue Ridge oversees financing, due diligence, pro forma analysis, acquisition, property management, accounting, value add and disposition for client portfolios.

 When Taylor is not helping his clients with their commercial needs, he can be found on the golf course or spending time with his wife Rachel and two children.

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