Mergers & Acquisitions

Resources: M&A Talk Podcast

At M&A Talk we bring you exclusive interviews with experts in business sales, valuations, mergers and acquisitions and more. We talk to the most experienced professionals in the industry to uncover their secrets.

Business Appraisal: Far More than an Exit Strategy

Business Appraisal: Far More than an Exit Strategy

Trisch Garthoeffner

CVA, MAFF, EA

Business valuations — or business appraisals — are an important part of a successful transaction of any M&A deal, but valuations are also important for a number of other non-transactional purposes. In this edition of “Deal Talk,” you’ll learn about the other business and personal uses for business valuations. If you have business partners, are involved in forming a new entity, are married with a family or have special considerations, this show will be of special interest to you. Join Jeff Allen as he speaks with professional business valuation consultant Trisch Garthoeffner, CVA and owner of Anchor Business Valuations & Financial Services LLC.

Guest Profile

Trisch Garthoeffner is a Certified Valuation Analyst (“CVA”) and Master Analyst in Financial Forensics (“MAFF”) through the National Association of Certified Valuators and Analysts (“NACVA”) and was recently appointed NACVA’s Florida State Chapter President. In addition she serves as a representative for the Internal Revenue Service as an Enrolled Agent (“EA”). EA’s are the only federally licensed tax practitioners who specialize in taxation and have unlimited rights to represent taxpayers before the IRS.

She received her undergraduate degree, Cum Laude, from Franklin and Marshall College in Lancaster, Pennsylvania and attended New York University for accounting coursework. Currently, Trisch is attending Florida Atlantic University and is slated to receive her Master’s Degree in Accountancy, with a concentration in Business Valuations and Financial Forensics, in January 2017.

Trisch is the President and Founder of Anchor Business Valuations, LLC (“Anchor”). Anchor is focused on business valuations for private and public companies ranging in size from $50,000 to $100,000,000 in gross revenue. The valuations that Anchor provides are used in estates and gifting, divorce, mergers & acquisitions (“M&A”), SBA loan approval, lifestyle and income analysis, shareholder disputes/oppression and business optimization planning.

Prior to founding Anchor, Trisch worked on Wall Street as a financial analyst and an investment advisor at several bulge bracket financial institutions including Merrill Lynch and Lehman Brothers. She has valued and been a transaction analyst on over 500 lower and middle market merger & acquisition transactions ranging in size from $20,000 to one billion and is a previous holder of the FINRA Series 62, 79, 7 and 63 securities licenses.

Over the past year Trisch has presented to the Collier County Bar Association, NACVA, Above Board Chamber and the American Business Women’s Association and has written several articles on the world of business valuations for various trade publications. In her spare time Trisch enjoys spending time with her daughter, running and antiquing.

Address: Naples, FL 

Company website: www.anchorbvfs.com

Email Address: trisch@anchorbvfs.com

Linkedin: https://www.linkedin.com/in/anchorbusinessvaluations/

 

A Roadmap to the Successful Sale of Your Business (152 pages)

A Roadmap to the Successful Sale of Your Business (152 pages)

You could spend a lifetime figuring out how to successfully sell your business and still end up confused or clueless. What if you can stop the guesswork and start taking action now?

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