Episodios

  • How Divorce Impacts Business Valuation: Family Law Expert Insights
    Aug 12 2025

    In this in-depth conversation, we explore how divorce affects business valuation, from determining marital value to handling goodwill, related party transactions, and post-COVID financial adjustments. Family law valuation expert Megan Thompson shares real-world challenges, including small business complexities, replacement compensation disputes, and ensuring fairness in court. Whether you’re an attorney, business owner, or valuation professional, this episode offers practical strategies and legal insights to navigate divorce-related business valuations with accuracy and confidence.

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    50 m
  • QSBS Just Got a Massive Upgrade: How to Maximize Tax-Free Gains Under the New Law
    Jul 31 2025

    How does a $400 million capital gains tax exclusion sound?
    In this breaking update, tax strategist Garry Whitfield returns to MaxValue to unpack game-changing revisions to QSBS (Qualified Small Business Stock) following a newly signed federal bill. From raised asset thresholds to tiered holding periods and smarter exit strategies, this episode dives deep into how these enhancements can radically impact startup founders, investors, and exit planners.

    You'll learn:
    - What changed under Section 1202 of the Internal Revenue Code and why it matters
    - Real-world examples of how these updates can create massive tax-free opportunities
    - Advanced structuring tips for LLCs and C-Corps that maximize QSBS benefits
    - Why the expanded $75M cap opens the door to strategic share issuance
    - How Garry’s personal passion fuels his professional precision


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    20 m
  • Selling Your Business the Right Way: Exit Planning Advice with Sarah Craven
    Jul 14 2025

    What does it take to exit your business successfully? In this in-depth conversation, wealth advisor Sarah Raven and valuation expert Ben Towne explore the full spectrum of exit planning—from business readiness and financial strategy to emotional preparedness and long-term vision. Whether you're years away from selling or just beginning to think about life after ownership, this series walks you through the three critical pillars of exit planning: business value, personal goals, and financial planning.

    Through analogies, real-life examples, and practical advice, Sarah and Ben break down key concepts like the readiness gap, value gap, wealth gap, and legacy planning. They share insights on navigating the emotional complexity of transition, structuring deals, building a strong advisory team, and preparing for what comes next. This is more than a checklist—it’s a blueprint for business owners who want to maximize value, avoid costly missteps, and exit on their own terms.

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    32 m
  • Redefining Business Valuation Careers: Remote Work, Flexibility & Family Balance
    Jun 30 2025

    In this closing conversation, Bekah Zsiga reflects on how flexible, remote work makes it possible to balance a fulfilling career in business valuation with active family life—something that once felt out of reach. She shares how continuous learning, meaningful client relationships, and a supportive team culture contribute to deep job satisfaction. Becca and I conclude with personal reflections on how part-time work models create real benefits for both professionals and firms.

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    41 m
  • CPAs Review The Accountant pt.2 - Forensic fun or Hollywood Nonsense?
    Jun 18 2025

    In this special episode, Ben Towne and guest Megan Thompson take a hilarious and insightful look at The Accountant 2, the action-packed sequel to the 2016 thriller. They break down the film’s plot, revisit key moments from the original movie. Blending humor with professional insight, this episode is perfect for both movie buffs and number nerds.


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    47 m
  • QSBS Playbook On Deck — Save Millions When You Sell Your Startup
    Jun 6 2025

    In this episode, I sit down with my good friend Gary Whitfield to dive into one of the most powerful tools in exit planning: Qualified Small Business Stock (QSBS). We break down how business owners can potentially exclude up to $10 million—or even more—in capital gains, and what it takes to qualify. From entity structure to valuation strategy, we cover what you need to know early if you're thinking about a future sale. Whether you're an entrepreneur or advising one, this conversation is packed with actionable insights.


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    23 m