All Things Valuation Related | I value all businesses both Public & Private | Follow to learn how | Charlie Stanton, CFA

Joined June 2020
Commercial Real Estate conference in a nutshell "Here is what [____] is doing now. But they are mainly concerned with interest rates. So we are hoping the Fed lowers rates to spur activity. " Exchange [ ] to be tenants, developers, leasing, transaction, etc. The entire conference devolves into a discussion about interest rates & the *hope* the fed lowers rates
1
5
296
A Valuable Business, Worthless Equity. Strong recurring revenue. Proprietary technology. A unique market. Yet past management decisions created liabilities (debt financing & unpaid sales taxes + penalties) that wiped out shareholder equity value. Our valuation distinguished enterprise value from equity value, helping the board weigh a sale against shutdown & negotiate from an informed position. Ultimately, the valuation provided the board with a defensible basis for evaluating its strategic alternatives & the confidence to negotiate with an interested third-party buyer.
1
167
For SMB owners there is a fine line between building a lean team & resilient team A lean team can move quickly & be afforadable A resilient team includes redundancies, which can be more costly and slow you down But a lean team could fall apart if one or two members leave, effectively destroying business value as you pay $$ to get in talent & possibly provide worse customer service in the process of hiring
3
299
Dear SMB Buyers Most landlord's hate when a tenant wants to sell their business & assign their lease to a new buyer. It is added risk for the landlord as a new creditor is taking over the payments.
2
3
420
When looking at companies as an investment, sometimes the hardest part is trying to make sense of the economics of the business Good economics solve a lot of problems Seeing $AMZN at 20x PE and possibly compounding earnings at 18%+ over the next 5 years deserves a second look valueinvestor.substack.com/p…
1
276
Can you imagine how old she could live to if she used excel?? And use Teams?? Infinite life. 🤯
1
4
313
Moment of zen - Sunday Edition
2
354
How much time do you think about creating generational wealth for your children vs they should figure it out if they want it?
4
283
For small businesses, does the Better Business Bureau rating (BBB) matter?
7
2
639
Capital For Value retweeted
Yesterday, it seemed like the world was turning on me. I went to a dark place. Then @JakeSnakeDDT sent this vid. Honestly, you can all be on Team @paulswaney3 if you want. The Most Connected Man on X has the support of the true legends. Just remember Paul that Damien plays for keeps. 10/20 mixer in Tampa 10/21 Paul gets destoryed in the debate 10/22 Paul starts attacking me like he does Hormozi Want to come to the mixer? DM me 👇 or email me [email protected] xitter.cf/messages/compose…
17
4
2
30
3,136
Does anyone open these emails, click the link, and read the updated terms of service??
4
4
439
Some good context for the relationship of Bond yields & Equity Price changes
1
3
320
Someone close to me developed a genuinely cool medical device prototype Sales: $0 Go-to-market plan: nonexistent Customers: 0 Products manufactured: 0 Staff: 0 Marketing: nonexistent He put the details into ChatGPT ChatGPT valued the company at $12 million I love AI. I use it every day. But please, for the love of God, hire a professional to value your business
2
7
535
Capital For Value retweeted
When my wife and I were building our family, What to Expect When You’re Expecting was the book every mother received. This is that book for a business sale. Share it with the crazy sellers you write about :) There still may be a deal to be had. a.co/d/0aGzE70n
Cannot wait to dive into @EdMyso new book! Looking through the pages, it’s very clear this book is full of his decades of experience!
1
2
293
Cannot wait to dive into @EdMyso new book! Looking through the pages, it’s very clear this book is full of his decades of experience!
1
1
5
544
Name this persons profession:
8
3
1,916