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When considering having your business appraised, you might want to give some thought to how the numbers could be impacted by a variety of issues, both internal and external, some of which may be well within your control. The fact is that valuations often reveal the consequences of a lack of oversight that could lower your company’s true value, leaving money on the table and jeopardizing the prospects for a successful sale in the future. On this edition of “Deal Talk,” Trisch Garthoeffner, founder and president of Anchor Business Valuations & Financial Services, LLC, returns to talk about the most common factors that influence the result of a valuation as well as the appraisal process itself.
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.
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