The Importance of Simplicity when Selling your Business

About the Episode

Having a good understanding of what is included in the valuation of your company may help you to better understand what you need to focus on when preparing your business for sale, whether you intend to do that now or in 25 years’ time. The timing of the sale and even the appraisal of your business could affect its value. It’s important to know about the inside and outside factors that can negatively impact your business value so that you can take the right steps to build it back up. Join us for an informative conversation with Mr. Randy Lewis, CFA and Managing Director at LP Valuation in Los Angeles.

Meet Our Guest

Randy D. Lewis

Randy D. Lewis

Managing Director at LP Valuation, LLC

Randy Lewis, CFA, CVA, MBA, is a Managing Director in the business valuation and consulting firm, LP Valuation, LLC in Los Angeles, CA.

Mr. Lewis has extensive experience working with internet and tech companies, including SaaS and mobile app businesses, as well as professional service companies including health care practices, physicians, and attorneys. Other types of businesses include, but are not limited to, light manufacturing, beverage distributors, medical device distributors, retail and restaurants. The firm’s valuation clients have ranged in size from startups to corporations with sales in excess of $500 million.

Mr. Lewis has been a Certified Valuation Analyst since 2010 and a Chartered Financial Analyst since 1999. He has more than 20 years of experience in valuation and appraisal, and corporate finance, as well as business plan development, capital market consulting and strategic planning. He has prepared valuations for estate tax and planning, mergers and acquisitions, 409A and other financial reporting matters, and business and marital dissolutions.

Mr. Lewis has been involved in various litigation matters, primarily centered in business litigation, partnership dissolution, family law matters, as well as estate and gift tax matters. Some examples of litigation assignments Mr. Lewis has worked on include:

Various valuation assignments in business acquisition, gifting, fractional partnership interests, marital dissolution

Various projects assisting in settlements of marital dissolution

Analysis of business fraud allegations and business valuation

Computation of lost profits damages

He received his Bachelor’s Degree in Finance with honors from California State University, Fullerton, an MBA from the Anderson School of Management at UCLA, and earned the Chartered Financial Analyst (CFA) designation in 1999 and the Certified Valuation Analyst (CVA) designation in 2010. He is also an accounting and finance lecturer at the Martin V. Smith School of Business & Economics at California State University, Channel Islands (CSUCI), and an assistant professor of finance at Los Angeles Pierce College.

Mr. Lewis’ most recent article, “DLOM for Fractional Interests in Real Estate Partnerships: A Common Sense Approach,” was published in the May/June 2014 issue of The Value Examiner.

Selling Your Business?

Work with an industry leader that gets you results.

We invested over a decade perfecting every step of the process. The result is a method proven to reduce your risk and maximize your price.

View Our Process Now

Any questions about selling your business?